Overview
Pipeline performance at a glance
Updates every 2 hours from 8:30am MST
Revenue sold
—
Total closed value
Total sets
—
Appts scheduled
Dispositioned appts
—
Appts worked
Total leads
—
All sources
Closes
—
Closed stage
Conversion rates
Set rate
Goal: 18%
—
Sets / leads
Show rate
Goal: 80%
—
Shows / dispositioned
Sit rate
Goal: 55%
—
Sits / dispositioned
Close rate
Goal: 30%
—
Closes / sits
Credit fail rate
—
Credit fails / dispositioned
Conversion rate trend
Set rate
Show rate
Sit rate
Close rate
Credit fail rate
Ad spend vs revenue
Ad SpendRevenueROAS
Daily leads & closes
SetsShowsCloses
Ad performance
Ad spend
—
CPL
—
Cost / appt
—
Cost / close
—
Spend / rev
—
ROAS
—
Race to $1M Current calendar month — resets on the 1st, regardless of the date filter above
Lotus
$0 / $1,000,000 (0%)
🏎️
🏁
Pagani
$0 / $1,000,000 (0%)
🏎️
🏁
Pod comparison
Lotus
SDR Mgr: Matt Money
AE Mgr: Jayden Price
$0
Pod Revenue
—
Sets
—
Dispositioned
—
Closes
Show Rate
Goal: 80%
—
Sit Rate
Goal: 55%
—
Close Rate
Goal: 30%
—
Credit Fail Rate
—
SDR Leaderboard
AE Leaderboard
Pagani
SDR Mgr: Dallas Clark
AE Mgr: Dillon Stott
$0
Pod Revenue
—
Sets
—
Dispositioned
—
Closes
Show Rate
Goal: 80%
—
Sit Rate
Goal: 55%
—
Close Rate
Goal: 30%
—
Credit Fail Rate
—
SDR Leaderboard
AE Leaderboard
Leaderboard (Based on Revenue)
SDR performance
// Sets vs shows
SetsShows
Leaderboard (Based on Revenue)
Disposition summary
Set Return
—
— OF APPTS
No Sales
—
— OF APPTS
Credit Fails
—
— OF APPTS
No Shows
—
— OF APPTS
Cancels
—
— OF APPTS
Reschedules
—
— OF APPTS
Closes
—
— OF APPTS
Total Shows
—
— OF APPTS
Total Sits
—
— OF APPTS
Account Executive performance
// Closes vs sits
ClosesSits
AI Agent Overview (All agents combined)
Total Sets
—
Total Shows
—
Total Sits
—
Show Rate
—
Sit Rate
—
Total Closes
—
Close Rate
—
Revenue Sold
—
Agent performance
| Contact | SDR | AE | Appt date | Disposition | AE notes |
|---|
Profitability Summary
Loading…
Pipeline Report
Loading…
Performance by state
Hover or tap a state to see its full breakdown. Sample data
On smaller screens the map is hidden — every state's numbers are in the table below.
Low
High
Swipe to see all columns
| State ↕ | Population ↕ | # Leads ↕ | Set rate ↕ | # Sets ↕ | Sit rate ↕ | # Sits ↕ | Close rate ↕ | # Closes ↕ | Revenue sold ↕ | # SQs Sold ↕ | Price / SQ ↕ |
|---|
Tutorial Island
Every script, playbook and reference doc the team needs — all in one place. Resources are being added soon.
Team resources
Coming soon
Script
SDR Script
Coming soon
Script
AE Script
Coming soon
Lineup
Batting Order
Coming soon
Spreadsheet
HEI Spreadsheet
Coming soon
Website
Point Website
Coming soon
Schedule
AE Shifts
Coming soon
Guide
Onboarding Manual