Filters:
0 active
Overall Stats
Total Revenue Generated
$0.00
Total Cash Collected
$0.00
Other Cash Collected
High Ticket Clients
0
High Ticket Cash
$0.00
Low Ticket Clients
0
Low Ticket Cash
$0.00
Deposits
0
$0
Payment Plans
0
Projected PP Cash
$0.00
Upsells
$0.00
Pipeline & Projections
🔥 Pipeline Value
$0
0 pending deals
📈 Projected Revenue
$0
Cash + pending PP
💰 CPA (Cost Per Acq)
$0
Target: <$500
🚀 ROAS
0x
Target: >3x
Monthly Goals February 2026
Cash Collected
Goal: $100,000
$0
/ $100,000
0% complete
$100,000 to go
Calls Booked
Goal: 150
0
/ 150
0% complete
150 to go
Deals Closed
Goal: 20
0
/ 20
0% complete
20 to go
Today: January 31, 2026
28 days remaining in February
Daily pace: $3,571.43/day
Weekly Goals This Week
Weekly Cash
Goal: $25,000
$0
/ $25,000
0% complete
$25,000 to go
vs Last Week
--
Weekly Calls Booked
Goal: 30
0
/ 30
0% complete
30 to go
vs Last Week
--
Weekly Deals Closed
Goal: 7
0
/ 7
0% complete
7 to go
vs Last Week
--
Week: Jan 27 - Feb 2, 2026
7 days remaining this week
Weekly pace: $3,571.43/day
Sales Dashboard
Compare to:
Revenue Generated
$0.00
Cash Collected
$0.00
Cash Collected After Fees
$0.00
Cash Collected Per Call Taken
$0.00
Average Order Value
$0.00
Total Close Rate
0%
Total Calls Booked
0
Total Live Calls
0
Deals Closed
0
No Show Rate
0%
0 no-shows
$0 potential lost
Show Rate
0%
0 showed
$0 collected
Disqualification Rate
0%
Cancelled Calls
0
Cancelled Call Rate
0%
Rescheduled Calls
0
Reschedule Rate
0%
Upsells, Payment Plans & Recurring Revenue
Total Upsells
0
$0.00 collected
Active Payment Plans
0
$0.00 collected so far
Projected PP Cash
$0.00
Remaining on active plans
Total MRR
$0.00
0 recurring clients
Upcoming Payments (Next 7 Days)
0
payments
Total Due
$0.00
Overdue Payments
0
past due
Total Overdue
$0.00
ADs Performance Tracker Profile Funnel
Traffic Quality
Impressions
0
CPM
$0.00
CTR (Link/Profile Click)
0%
Cost per Profile View
$0.00
Cost per VSL Click
$0.00
Profile Funnel Performance
Ad Spend
$0.00
Followers Gained
0
Cost per Follower
$0.00
DMs Started
0
Qualified DMs
0
Cost per Qualified DM
$0.00
Calls Booked
0
Cash Collected
$0.00
ROAS (Ads)
0x
Organic Cash
$0.00
Ads Cash
$0.00
Cost per Call Booked
$0.00
VSL Ads Tracker VSL Funnel
CPM
$0.00
CTR
0%
VSL Play Rate
0%
Avg Watch Time
0:00
VSL → Opt-in %
0%
Cost per Opt-in
$0.00
Cost per Call
$0.00
Close Rate
0%
Cash per Visitor
$0.00
Source Attribution Breakdown
Appointment Status Post Call
Booked Calls Source
Booked Calls Source + Medium
Booked Calls Per YouTube Video
VSL Performance
VSL Landing Page Views
0
VSL Play Rate
0%
Avg Watch Time
0:00
% Watched 25%
0%
% Watched 50%
0%
% Watched 75%
0%
VSL → Opt-in %
0%
VSL → Call Booked %
0%
DM Funnel 7 NON-NEGOTIABLE KPIs
Profile → DM %
0%
0 views → 0 DMs
DM Starts Per Day
0
Qualified DM %
0%
0 qualified of 0
DM → Call Booked %
0%
0 calls booked
DM → Close %
0%
0 closed from DM
Cash Per DM
$0.00
Funnel Metrics
Link in Bio Clicks
0
Webinar OPT-INs
0
Free Training OPT-INs
0
Complete Applications
0
Finished the form
Partial Applications
0
Started but didn't finish
Completion Rate
0%
Complete ÷ Total Started
Qualified Applications
0
Budget $1-2K+
Calls Booked
0
From calendar
App → Booked Rate
0%
Cancelled Calls
0%
Confirmed Calls
0%
Show Rate
0%
No-Show Rate
0%
Shows This Period
0
No-Shows This Period
0
Funnel Source Tracking
Application Source (utm_source)
Booked Call Source
Application Source + Medium
Booked Call Source + Medium
Application Campaign (utm_campaign)
Booked Call Campaign
Application Content (utm_content)
YouTube videos, ad creatives, etc.
Booked Call Content
Which content led to booked calls
Cash Collected by UTM Source
Loading UTM revenue data...
Revenue by Source
Revenue by Campaign
Dialing Tracking
Synced with Dashboard
Pickup Rate
0%
Set Rate Out Of Total Calls
0%
Set Rate Out Of Pickups
0%
Total Sets
0
Total Calls
0
Total Pickups
0
Hang Up Rate
0%
Qualified But Not Set Rate
0%
Working Hours
0.00
Sales Cycle Metrics
Avg Days to Close
0
From call booked to closed
Fastest Close
0
days
Slowest Close
0
days
Deals in Pipeline
0
Open opportunities
Aging Deals (7-14 days)
0
deals need follow-up
Potential Value
$0.00
Stalling Deals (14+ days)
0
deals at risk
At-Risk Value
$0.00
Upcoming Appointments Next 7 Days
| Date | Prospect | Closer | Setter | Source | Status |
|---|
No upcoming appointments in the next 7 days
Individual Calls
Individual Sets
Objections Preventing Sets
What objections are coming...
Objection Breakdown
Leaderboard This Month
Top Closers (Cash Collected)
Top Setters (Calls Booked)
Achievements & Streaks
Setter Commissions
Set By
Closer Commissions
Closer
Payments Dashboard
Total Payments
0
Total Cash Collected
$0
PIF Payments
0
Payment Plans Active
0
Payment Type Breakdown
Follows dashboard date filter
PIF (Paid in Full)
0
$0
Deposits
0
$0
Payment Plans
0
$0
Upsells
0
$0
Other/Whop
0
$0
Recent Payments
Last 30 Days
| Date | Client | Closer | Method | Type | Cash Collected | Source | Actions |
|---|
Active Payment Plans
Tracking remaining payments & due dates
| Client | Closer | Type | Total Paid | Amount Owed | Progress to $5K | Actions |
|---|
Call by Call Stats
Recent Sales Calls (10 Most Recent)
| Date | Closer | Setter | Prospect | Source | Status | Revenue | Cash | Recording | Actions |
|---|
Objections Preventing Closes
Close Objection Breakdown
Top Objections
KPI Overview & Diagnostics Performance Analysis
1. Pipeline Volume (Non-Negotiable)
DMs Started / Day
0
Floor: ≥6-9/day
--
Qualified Leads / Day
0
Floor: 30-50% of leads
--
Calls Booked / Day
0
Floor: ≥5/day (solo)
--
Calls Taken / Day
0
Floor: ≥70% of booked
--
2. Setter KPIs (Profile Funnel + DM Layer)
Profile → DM %
0%
Floor: 1% | Healthy: 2-4%
--
DM Qualification %
0%
Floor: 40% | Healthy: 50-70%
--
DM → Call Booked %
0%
Floor: 20% | Healthy: 30-40%
--
Avg Response Time
--
Floor: <15 min | Elite: <5 min
--
Ghosted DM %
0%
Ceiling: <30%
--
3. Show-up & Attendance (Silent Killer)
Call Show-up Rate
0%
Floor: 70% | Elite: 80-90%
--
Same-Day Reschedule
0%
Ceiling: <15%
--
No-Show Recovery %
0%
Floor: 30%+
--
4. Closer Performance (Revenue Engine)
Close Rate
0%
Floor: 20% | Healthy: 25-35% | Elite: 40%+
--
Avg Deal Size (AOV)
$0
Floor: $4,000+ | Target: $5k-$10k
--
PIF vs Payment Plan
0%
Target: ≥40-60% PIF
--
Cash Collected / Call
$0
Floor: $1,000+ | Strong: $1,500-$3,000
--
5. Unit Economics (Scale or Die)
Cost per Booked Call
$0
Floor: <$300 | Ideal: $100-$200
--
Cost per Acquisition
$0
Rule: CPA ≤ 20-30% of AOV
--
Cash per Lead
$0
Floor: $300+ | Healthy: $500-$1,000+
--
Cash per DM
$0
Floor: $300 | Elite: $1k+
--
ROAS (Blended)
0x
Floor: 3x | Scale zone: 5-10x
--
6. Sales Speed & Momentum
Time: First DM → Close
--
Floor: ≤7 days | Elite: ≤72 hours
--
Touches Before Close
0
Target: 5-9 touches
--
% Same Day Close
0%
Target: 30-50%
--
7. Offer Health Signals
Price Objection %
0%
Ceiling: <40% of calls
--
"Need to think" %
0%
Ceiling: <30%
--
Competitor Compare %
0%
Ceiling: <20%
--
Second Call Required %
0%
Ceiling: <30%
--
Diagnostics & Bottleneck Analysis
Analyzing metrics...
Data Accuracy Check Based on Current Filter
Compare these counts with your Google Sheets to verify data accuracy. If numbers don't match, run cleanup commands in Apps Script. Numbers reflect your currently selected date filter.
Total Closer Records
0
closer_submissions table
Total SDR Records
0
sdr_submissions table
Typeform Applications
0
typeform_applications table
Sales Calls Booked
0
sales_calls_booked table
Filtered Closer (Current View)
0
Records in date range
Total Closer Cash (Raw)
$0
Sum from closer_submissions
Total SDR Cash (Raw)
$0
Sum from sdr_submissions
UTM Sources Found
0
Unique sources in data
Typeform Partial Submissions
Partials This Month
0
Started but not completed
Partials All Time
0
Total since tracking started
How to Verify Data Accuracy
- Compare Total Closer Records with Google Sheets "Closer Submissions" row count
- Compare Sales Calls Booked with GoHighLevel calendar bookings for the period
- Compare Typeform Applications with Typeform's response count
- Compare Total Closer Cash with Stripe/PayPal transaction totals
- Check console (F12 → Console) for detailed breakdowns with
📊 Data Diagnostics