Executive Dashboard
Live business pulse
NEW LEADS
—
Created today (CT)
Loading...

Lead Sources

—

    Funnel Performance

    —
    Funnel Total Brand New In System Conv %

    Recent Leads

    —
    Name Source Created (CT) Tags

    VSL Funnel — Deep View

    —
    Funnel Conversion
    loading…
    Status Distribution
    When (CT) Contact Status Advisor Confirmed

    VSL Funnel — Top Performers by Metric

    —

    Top 5 ads for each outcome (matches Dimension + Min N below). Green = good signal · Red = bad signal · DQ requires data source (see note).

    VSL Funnel — Correlation Explorer

    —
    Sorted by Close % desc · 65% double-book line on Show %, 3%+ close = scale signal
    loading…
    loading…
    Value Leads Booked Book % Showed Show % Sold Close % Coaching $ Reported $ *

    Decision rules: Close ≥3% AND Sold ≥3 AND Leads ≥20 → scale Close 1–3% AND Leads ≥50 → keep watching Close <1% AND Leads ≥50 → pause
    Coaching $ = clean total from payments table (installment + upfront + chargebacks netted; excludes one-time product sales). Reported * = legacy mixed (coaching + property deal value) — kept for reconciliation only.

    loading…

    Cancel Recovery — Headline KPIs

    —

    Outcomes & Calendars

    —
    Rebook Outcomes
      Cancels by Calendar (rebook %)

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

      CancelledNamePhoneCalendarDays Since

      Cancel Concentration

      Repeat-canceller share of total cancels
      --
      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

      —
      Total Subs
      —
      Answered All 4
      —
      Answer Rate
      —
      Avg Grade
      —
      Period
      —

      📊 Section A — Distribution by Question

      —
      loading…

      🗺️ Section B — Rubric Heatmap (live)

      —
      loading…

      Tracker Status — LOADING…

      Loading freshness signal…

      Drop-Off by Question

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

      Loading…

      Hesitation by Question

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

      Loading…

      Partial Answers (DQ Patterns)

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

      Loading…

      Session Outcomes & Revenue (Last 30 Days)

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

      Loading…

      Recent Paid Sessions

      Loading…

      Tracked Ads —

      MFS
      Sales Ops
      Offers / slot / closer / day
      …
      CPMQL
      …
      CPTQO
      …
      Set Show Rate
      …
      Inbound Show Rate
      …
      Total Show Rate
      …
      Cancel + Reschedule
      …

      Best Month YTD vs Current MTD

      Spencer GS#11. Auto-diagnoses whether a sales slump is a set-volume problem, a cancel/reschedule problem, or a show-rate problem at the appointment level.
      diagnosing…
      Metric Best Month YTD Current MTD Delta
      loading…
      Auto-diagnosis is computed server-side. Live transfers, confirmation rate, and cancel/reschedule split (company vs prospect) are not tracked yet.

      LNS / Confirmation

      Spencer GS#3 + GS#6. Tracks how reliably the confirmation bot touches every booking + whether it actually moves show rate. [260604-lns]
      Confirmation rate trend
      loading…
      Show rate: engaged vs silent
      loading…
      LNS sequence completion (touches per booking)
      loading…
      Time-to-first-confirmation
      loading…

      Setter Performance

      Spencer GS#4. Per-setter funnel from dials/DMs through bookings to closed cash. [260604-set]
      Setter funnel table
      loading…
      Dial → connect → convo (dialer_calls)
      loading…
      Activity heatmap (DOW × hour)
      loading…
      Per-setter cohort funnel (90d)
      loading…

      Bookings & Calendar Health

      Spencer GS#1 (Booking Window), GS#2 (Calendar Load), GS#8 (Slot Utilization). Are we filling the calendar at the right density and at the right window? [260604-cal]
      Calendar utilization (per closer / week)
      loading…
      Booking window → show rate
      loading…
      Hour-of-day density (closer × hour CT)
      loading…
      Calendar gate / conflict stream
      loading…

      MQL / Ad Optimization

      Spencer GS#9. Channel-level attribution (per-campaign ROAS blocked by data gap — see header note). [260604-mql]
      Period KPIs (blended)
      loading…
      Source funnel (bookings → MQLs → shows → closes → $)
      loading…
      Top Meta campaigns by spend
      loading…
      Daily trend — spend vs MQLs vs shows
      loading…

      Application & Lead Quality

      Spencer GS#7 + GS#10. Is the survey accurately predicting who shows + closes? [260604-fin]
      Grading coverage (daily)
      loading…
      Grade band → show rate
      loading…
      Grade distribution histogram
      loading…
      Grade band → close rate & revenue
      loading…

      Closer Calendar — Live View

      Next 7 days × all closers. Status-coded slots with lead name + MQL grade. [260604-fin]
      7-day forward schedule
      loading…