Executive Dashboard
Live business pulse

Revenue & Cash

last 30 days
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Closers
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Revenue Trend

last 12 months

CEO Scorecard

last 30 days
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Lead Sources

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    Recent Leads

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    Name Source Created (CT) Tags

    Show Rate by Funnel

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    VSL Funnel — Performance

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    Lead-cohort funnel — Lead-Cohort Show % = showed ÷ booked. Leads created in this window, outcomes to date (recent windows may understate).
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    Appointment outcomes (this period) — per-appointment, separate basis from the lead funnel above
    When (CT) Contact Status Advisor Confirmed

    VSL Funnel — What Drives Show Rate

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    Min-leads bucket totals (current Min N — not overall VSL)
    Top by Show %
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    Value Leads Show % Close % Sold Coaching $ Quality Verdict

    Bars rank buckets with ≥10 booked by show rate. Sort any table column to re-rank. Scale = Close ≥3% & Sold ≥3 & Leads ≥20 · Watch = Close 1-3% & Leads ≥50 · Pause = Close <1% & Leads ≥50. Quality = % of leads graded 3-4.
    Associations from historical data, not proven cause. Recent windows use leads created in-period with outcomes to date, so they may understate.

    Cancel Recovery — Headline KPIs

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    Outcomes & Calendars

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    Rebook Outcomes
      Cancels by Calendar (rebook %)

      Recent Unrecovered Cancels (≥24h ago, no rebook)

      CancelledNamePhoneCalendarDays Since

      Cancel Concentration

      Repeat-canceller share of total cancels
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      Rule: ≥30% concentrated in 3+ cancellers = build auto-DQ; ≤10% = noise, ignore.
      Distribution
      Cancels per contactContactsCancels% of total
      % of total cancels

      Correlation Explorer

      BucketCancelsRebookedRebook %Showed AfterShow % After

      Survey Deep-Dive — Headline KPIs

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      Total Subs
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      Answered All 4
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      Answer Rate
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      Avg Grade
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      Period
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      📊 Section A — Distribution by Question

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      🗺️ Section B — Rubric Heatmap (live)

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      Tracker Status — LOADING…

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      Drop-Off by Question

      % of starters reaching each question. Sorted worst-first.

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      Hesitation by Question

      Median & p90 seconds spent before moving on. High values = friction.

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      Partial Answers (DQ Patterns)

      Answers clicked by people who never submitted. Surfaces self-DQ patterns invisible from completed submissions alone.

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      Session Outcomes & Revenue (Last 30 Days)

      Submit yes/no × Revenue yes/no. Recent paid sessions listed below.

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      Recent Paid Sessions

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      Ad Performance

      last 30 days
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      Revenue Mix — Ad-Driven vs Organic

      last 30 days
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      Funnels & Campaigns

      payer-attributed
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      Campaigns
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