Executive Dashboard
Live business pulse
NEW LEADS
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Created today (CT)
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Lead Sources

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    Funnel Performance

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    Funnel Total Brand New In System Conv %

    Recent Leads

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    Name Source Created (CT) Tags

    VSL Funnel — Deep View

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    Funnel Conversion
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    Status Distribution
    When (CT) Contact Status Advisor Confirmed

    VSL Funnel — Top Performers by Metric

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    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

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    Sorted by Close % desc · 65% double-book line on Show %, 3%+ close = scale signal
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    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.

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    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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      Tracked Ads —

      MFS
      Sales Ops
      Offers / slot / closer / day
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      CPMQL
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      CPTQO
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      Set Show Rate
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      Inbound Show Rate
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      Total Show Rate
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      Cancel + Reschedule
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      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
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      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 (Last Notification Sent) + GS#6 (Confirmation flow). Tracks how reliably we touch every booking before it goes cold.
      Confirmation rate trend
      Line chart: % of bookings confirmed within 24h of appointment, daily over the period.
      Show rate: confirmed vs unconfirmed
      Side-by-side bar chart isolating the show-rate lift confirmation alone provides.
      LNS sequence completion
      % of bookings that received all 4 confirmation touches (immediate / 8h / 1h / 15m) — exposes the 2-hour-out truncation gap.
      Average time-to-first-touch after booking
      Median minutes between booking-created and first confirmation message.

      Setter Performance

      Spencer GS#4. Per-setter funnel — dials → conversations → bookings → shows.
      Setter leaderboard
      Sortable table: setter × bookings × shows × conversion %.
      Dials → conversation rate
      Bar chart per setter showing connect rate from raw dials.
      Setter activity heatmap
      Hour × day-of-week density of outbound dials and bookings per setter.
      Per-setter funnel
      Bookings → shows → closes cohort per setter, last 90d.

      Bookings & Calendar Health

      Spencer GS#1 (Inbound CTA), GS#2 (Calendar Load), GS#8 (Slot Utilization). Are we filling the calendar at the right density and at the right booking-window?
      Available vs booked slots
      Week-by-week. Identifies under-utilized closers and over-stuffed days.
      Booking window × show rate
      Days-between-booking-and-call cohort vs show rate. Bakes in the 260603-mwd lesson (same-day cohort was worst, not best).
      Closer utilization heatmap
      Closer × hour-of-day. Identifies dead zones and over-booked windows.
      Double-book / overbook log
      Stream of conflict events from AIDM and confbot for triage.

      MQL / Ad Optimization

      Spencer GS#9. Are paid ads converting at lead quality? Joins to /api/ceo/ads spend feed.
      CPMQL by campaign
      $ per MQL per campaign per period. Identifies winners worth scaling.
      MQL → set → show → close funnel
      Per-campaign cohort funnel showing which sources actually produce revenue.
      Ad creative performance
      CTR × MQL rate per creative. Surfaces which hooks convert at quality.
      Spend efficiency
      $ per show, $ per close per campaign vs aggregate baseline.

      Application & Lead Quality

      Spencer GS#7 (App Completion) + GS#10 (Lead Score). Does the survey accurately predict who shows + closes?
      Application completion rate
      Per-funnel start → complete %. Identifies leaky surveys.
      Lead-score band vs show rate
      Re-uses /api/ceo/show-rate-bands. Confirms predictive power of current grading.
      Survey partial-answer drop-off
      Question-by-question drop-off cliff identification.
      TQO predictive power
      Lead-score → close-rate correlation. Validates or kills score-driven calendar mgmt.

      Closer Calendar Live View

      Spencer GS#8. Today's slot picture — book-now visibility for the team.
      Today's slots
      Closer × time block, color by status (booked / confirmed / open / overflow).
      Next 7 days
      Booked / available / overflow per closer per day.
      Recently booked stream
      Last 4h of new bookings with closer + setter attribution.
      Open slots — next 48h
      Triage list for "book-now" eligible leads.