Where these leads stand · same range · one count per person
Not booked yet (working + cold) · days since the lead came in
Will more appointments come?
Spend & Cost · same range · source: Spend tab (FB/Meta)
Appointments · by appointment date · from GHL
Key rates
Conversion Funnel
Click a bar to use it as the base (100%)
Status Distribution
Daily Activity
Top DQ Reasons
Leads, appointments & appointment rate · lifetime · leads by lead date, one count per person · own filters below
GroupRangeFromToCampaign
Breakdown by Campaign
Breakdown by Setter
Breakdown by Closer
Day
Appointments scheduled for this day
RangeFromTo
Daily Ad Spend
$
One amount per day per pipeline — saving again overwrites.
Daily spend by campaign
Click a campaign in the table to see its leads, appointments and closes against its spend
Campaign performance — cohort by lead arrival day (), since
closed = current status Closed. Leads younger than ~21 days are inside the close lag — their $/close is a ceiling estimate (shown with *). State CUT dd-mm = spend stopped after a run; the date is the first dark day.
Weekly performance — leads by arrival week (Mon–Sun, )
Rates are cohort-based: they follow the leads that ARRIVED that week, however long they take to convert —
so the newest week always looks light until its leads work through. Contact % and Appt % are of leads.
Sit % counts only appointments whose date has passed (Sat ÷ due), matching the Dashboard.
Closed in wk = deals signed during that week ().
Closed (cohort) = leads that ARRIVED that week and have since closed — that is the one CAC divides by, and it keeps filling in for weeks afterwards.
Spend is the ad spend logged for that week (same Spend tab data, filtered to the selected pipeline);
CPL and $/Appt divide it by that week's leads and appointments.
Click any Appts number to see that week's appointments.
Leads → first touch
First touch = earliest outbound WAVV dial (start-corrected) or GHL call. Biz hours = elapsed on the dial clock, 7 days. Real time = actual elapsed wait, nights and weekends included. available = ( is her break). Untouched = no call record found by name-match — verify in GHL before treating as never dialed.
AI Call QA
Scored by AI on the setter rubric (recording → transcript → score). Flags = hard-rule violations: free/government framing, sub-$ bill booked, sub- credit booked, loose callback, not solar-ready. Populated automatically by the n8n Call QA sweep.
Appointments today or earlier still awaiting an outcome (Sat / No Show / Closed / DQ)