Revenue & Cash
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Buyer DNA — live
How this is counted
Outreach = every outbound call, GHL text, and SendBlue message a closer sent to a prospect. Bulk sweeps sent under a closer's login but written as Caleb or Christian (“it's Caleb with Multifamily Strategy…”) and texts to team members are left out. Texts sent = GHL texts + SendBlue messages. People texted = distinct people who got at least one text. People reached = distinct people called or texted. Use the No call booked / Already booked buttons above the list to narrow every number on this page: "already booked" means the person had a live call on the calendar that day or later, booked before that day. A person who books a sales call after a touch (closer calendars, same scope as Show Rate; triage and onboarding calls don't count) shows as Booked after.
Coverage. Calls and SendBlue dashboard messages are complete. GHL texts are complete from Sep 16, 2026 onward (the message poller now follows every manually sent message); before that date the cache only held the most-active conversations, so earlier text counts are a floor. SendBlue carries no call records. Connected = a completed call of 30 seconds or more. People = distinct prospects.
How this is counted
Answer rate = answered ÷ (dials − no-transcript − pending). A GHL dial's verdict (answered / voicemail / screened / no answer / no transcript) comes from GHL's own call transcript, classified with the same rules that were hand-audited on 260919 (answered ~95% correct, voicemail 25/25). Screened is a Google-style call-screening prompt where nobody ultimately came on the line. No transcript means the dial completed 30s+ but has no recording on file (a rep's seat has call recording off) — it is excluded from the rate, never counted as a miss. A dialer.io dial's verdict comes from its own disposition (no transcripts on that side). Booked means the person already had a sales/triage appointment on the calendar at the moment of the dial (calendar type from the calendar registry: sales-scope calendars, incl. closers' personal calendars, plus VSL/Challenge triage calls).
Whose dials: every outbound dial by the whole team — setters, confirmers, closers, Caleb, and former reps (listed as one hidden "(former rep)" line, still in every total). SendBlue calls (dialer since 10/12) count as dials: the rep's own SendBlue disposition gives the verdict (connected = answered, not connected / no answer / busy = no answer); a completed SendBlue call with no disposition is no transcript (out of the rate). People dialed / people who answered count each person once (by phone number) across GHL, dialer.io and SendBlue.
Reference (30 days to 260919, GHL, reps with transcripts): 1,672 dials · 32.2% answered · 34.1% voicemail · 5.9% screened · 27.8% no answer. Booked 1,067 dials, 35.7% answered (50.6% of 451 people reached) vs Not booked 605 dials, 26.0% answered (28.7% of 407 people reached). VSL 33.4% (590) vs 21.2% (264); Public Webinar 37.4% (334) vs 31.7% (205). dialer.io: Booked 27.2% (268) vs Not booked 8.2% (8,842). If a live run drifts far from these, something changed — recheck before trusting the new number.
Contract = PandaDoc mentee agreement completed (or GHL signed tag). Payment = mentorship payments (low-ticket course buys don't count). Onboarding call = "MFS Onboarding Call" with Christian; it counts as attended when the client's name shows up in the Zoom at their booked time (or the booking is marked Showed in GHL). Skool = their Skool member account (matched by email, else name), with last active time and lessons done; "started lessons" = 2+ Start Here lessons. Risk follows the tracker rules: RED = 2+ no-shows, contract not signed, or a chargeback/refund; YELLOW = over 7 days since the sale without an onboarding call; GREEN = on track. Portal access = their Mentorship/Elite member-portal account; flagged when it was given before the contract was signed.
Application link
Applicants
| Applied | Name | Mentee? | Experience | Time available | Why they'd be great |
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Application link
Applicants
| Applied | Name | Phone | Location | Closer exp? | Years | Industries | Deal size | CRM | Schedule | Hours | Internet + quiet | Start | Loom | Fathom calls |
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Of every 100 people who press play on the VSL…
Minute by minute: where they leave
Does watching more lead to a booked call?
Leads who booked vs leads who didn't: do they watch differently?
Every lead we tracked
| Lead | Watched | Stopped at | Sales call | Outcome | Added |
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How to read this. "Viewers" are everyone who pressed play on the VSL since April 2026 (Vidalytics counts them, named or not). "Our leads" are the people who opted in and whose play Vidalytics could tie back to them; their watch % is the furthest point they reached. A lead at 0% had no play recorded (they may have watched on another device), so they are listed but left out of the numbers. Leads who told us they watched (the override tag) are also left out. A sales call means a booking on a sales calendar, not a triage call. The video runs 18:11.
Calendar
Click a day to see just that dayWho made the first call
| Team member | First calls | Typical wait | Within 1 hour | Within a working day |
|---|---|---|---|---|
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Self-bookings
| Prospect | Appointment | Who called first | Times we called | Confirmed? | Outcome | ||
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How to read this. These are people who booked a Guarantee call themselves (through the booking page, not by a setter). “Wait for first call” = time from their booking to the first phone call anyone made to them, from any system (GHL, the dialer or SendBlue), counted on the clock you picked above. “Times we called” = calls to them before their appointment. “Confirmed?” = the appointment-confirmed tag in GHL. Click any row to see every call. A booking from the last half hour may not be here yet.
How this is counted
Four sources. Sales calls, Payva and Whop refresh every morning at 5 AM CT; Fanbasis arrives live. They measure different things and the same person can show up in more than one, so they are never added together: each row and tile says where its number comes from.
Sales calls (Fathom): AI reads every outside sales call that mentions financing and lists each application the prospect made with a partner and the partner's answer. A second, stronger AI pass re-reads the call around each answer and has to confirm what the partner's screen said. Talk about a partner in general (“Affirm always denies me”), other prospects, and people who decided not to apply do not count. One answer per partner per call. Approved = an offer for the full amount, even if the prospect did not like the rate or payment. Partial = approved for less than needed. Roughly 9 in 10 are right; each row shows the quote and a Fathom link to check.
Payva: Payva's own credit decision on every Payva link made in the closer portal. Monthly plan only = approved, but Payva will not pay MFS upfront (shown as Partial). Couldn't verify = Payva could not run the check. Never applied = the link was sent but nobody started it. Payva does not say when it decided, so these are dated by when the link was made.
Whop: every payment attempt on Whop. ClarityPay, Klarna and Splitit are financing inside Whop's checkout. Whop cannot tell a ClarityPay denial apart from a buyer who quit halfway, so those show as Started, not finished. Card declines are not financing; they are shown separately, and most people pay on a later try.
Fanbasis (live since Oct 1, 2026): Fanbasis tells us the moment a payment through one of our Fanbasis links goes through, fails, expires or is canceled. That is where ClarityPay links are sent. A failed ClarityPay payment counts as Denied; one that expired or was canceled counts as Started, not finished. If the same payment later goes through, it moves to Approved. Fanbasis does not resend a missed notice, so a rare one can be missing.
Health check (top of the page): every morning at 5:40 AM CT a check confirms the 5 AM refresh ran, every sales call that mentions financing was read, the Fanbasis subscription is still on, every payment Fanbasis lists as paid also reached us as a signed notice, and this page's data loads. Hover it for each check; a failure also sends an alert.
Closer: the closer who ran the prospect's sales call, from the booking. For a sales-call row that is the booking Fathom matched the recording to; for a Payva, Whop or Fanbasis row it is the prospect's booked sales call (same email) in the 60 days up to the payment. Only when there is no booked call does it fall back to who made the payment link (if they are a closer), and for a recording with no booking, to Fathom's own tag. Each row says which one it used, and names the link maker or Fathom's tag when they differ (links are sometimes made by someone else, and Fathom has tagged a closer who was only on the call). Card and PayPal are payments, not financing: they are shown on their own line and never count toward a closer's financing.
Denial rate = denied ÷ (approved + partial + denied), plus Payva's “couldn't verify”. People who never applied are not in it. Not covered yet: Affirm through Payfull does not report denials to us, and Fanbasis only from Oct 1, 2026 on; anything else only shows up here when it is heard on a sales call.
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By closer
| Closer | Booked | Slots | Fill | Open |
|---|---|---|---|---|
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Calendar
- Booked first calls
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- Showed of calls held
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- Sales team revenue
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- Ad spend
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RPBC vs CPBC by funnel
All funnels
All setters
Anyone
Muz, Youssef
| Funnel | Ad spend | First calls | Showed | CPBC | Revenue | RPBC | RPBC ÷ CPBC |
|---|---|---|---|---|---|---|---|
CPBC = ad spend ÷ booked first calls, the same calls RPBC counts (every closer). A call or a dollar belongs to the funnel of the person’s latest ad attribution. Confirmed by = whoever marked the call confirmed: a portal click, the GHL login that added the tag, or the last confirmer text/call within 72 h; closers and setters confirming their own calls count. “(untagged)” is spend Hyros has no funnel for; “(no ad)” is calls and cash from people with no ad match. Above 1× the funnel’s booked calls pay for themselves in this window; cash from recent calls is still arriving, so short windows run low.
By closer
| Closer | RPBC | Compared with the top closer | First calls | Showed | Revenue |
|---|---|---|---|---|---|
Payments in this number
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Month by month
RPBC for each calendar monthHow this is counted
- Booked first call = the first time a person books a sales call (cancelled bookings and test contacts left out). Reschedules, rebooks after a no-show and follow-ups are the same person again and don't count twice. No-shows DO count: a booked slot that doesn't show earns $0.
- Revenue = the Dashboard revenue number: sales team cash from the Sales Log, net of refunds, by payment date. Only payments the Sales Log counts as sales team: book, webinar, course and subscription purchases that no closer sold are left out.
- Dates follow the picker at the top of the page (Central time, today included). The change is against the same number of days just before. Revenue is not tied to the exact call it came from, so a deal closed this week from last month's call still counts. Short windows bounce; a month or more is steadier.
- The call a payment came from = that customer's most recent sales call on or before the payment (up to 2 days after), a call that showed beating one that didn't. Customers are matched by email, or by full name on a call in the 120 days before (people often book with one email and pay with another); name matches say so. Nothing is guessed: with no match the payment reads "No call found".
- Closer RPBC = that closer's revenue ÷ first calls on their calendar. Each payment counts for the closer credited in the Sales Log, which is what commissions pay on. Former closers and anyone else sit on the "Everyone else" row.
To Do
0Doing
0Waiting
0Done
0Done cards drop off the board after 14 days. Archive hides a card right away.
Calendar
Click a day to see just that dayDials by caller
| Team member | Calls placed | Prospects called | Picked up |
|---|---|---|---|
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Booked calls
| Prospect | Setter | Picked up? | Confirmed? | Who called | Last try | Outcome | ||
|---|---|---|---|---|---|---|---|---|
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How to read this. “Times we called” = phone calls placed from SendBlue to this prospect after they booked and before their appointment. “Picked up?” = SendBlue marked at least one of those calls as answered. “Confirmed?” = the prospect has the appointment-confirmed tag in GHL. Click any row to see every call, including follow-ups after a no-show. Calls are matched by phone number, and SendBlue only started logging calls on Oct 12, 2026.
Calendar
Click a day to see just that dayVSL watched by setter
| Setter | Calls | They set | They confirmed | With watch data | No play found | Avg (all) | Avg (real plays) | 25%+ (all) | 25%+ (real) | 50%+ (all) | 50%+ (real) | Show rate |
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A call counts for a setter if they set it or confirmed it (the shared who-confirmed rule: confirmation-portal click, else whoever added appointment-confirmed in GHL, else the last team member who called or texted them in the 72 hours before the tag). A closer’s row is every call booked on his personal calendar, whoever booked it (shown under “They set”); the setter who booked it still gets it in their own row. A call set by one person and confirmed by another counts for both; group rows count each call once. Watch % is the amount watched before the call: if someone watched again after the call, we use what they had watched when the call started. “All” columns count every lead with watch data, including 0%. “Real plays” columns leave out “no play found” leads (0% with nothing watched: they submitted the survey but no video play could be matched to them, often because they watched on another device). Click a name to see their calls below.
Show rate by how much they watched
| Watched | Calls | Held so far | Showed | Show rate |
|---|---|---|---|---|
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Booked calls
Showing ’s calls| Prospect | Closer | Setter | Calendar | Outcome | ||
|---|---|---|---|---|---|---|
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Confirmed by
Who confirmed each call: the person or team tag on the contact, or whoever added the tag in GHL. Confirmed calls with no tag show where the confirmation came from.| Confirmed by | Calls | Cancelled | Share of confirmed | Booked by | Held | Showed | Show rate |
|---|---|---|---|---|---|---|---|
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By who booked
Where each call came from, how many got confirmed, and how confirmed vs unconfirmed calls showed.| Booked by | Booked | Cancelled | Confirmed | Confirm rate | Held | Showed | Show rate | Show · confirmed | Show · unconfirmed |
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Tag adoption
How many calls carry each attribution tag. These tags do not confirm a call; appointment-confirmed does.| Tag | Means | Calls with tag | Of which confirmed | Booked by | Held | Showed | Show rate |
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Calls
| Call | Prospect | Booked by | Setter | Closer | Calendar | Confirmed | Confirmed by | Outcome |
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How this is counted
Closer hours are configured availability — the hours each closer has open on their own GoHighLevel profile, which is where all of it lives (both sales calendars carry no hours of their own, so the calendar contributes nothing and the person contributes everything). The number is their free slots plus their own booked appointments: GHL's free-slot feed subtracts time that is already booked, so counting it raw would score a fully booked closer as an unavailable one. Slot length is read from each calendar, never assumed.
A day is blocked off (shown in red) when GHL answered and the answer was zero available minutes — the closer has nothing open that day. A day the snapshot never saw is drawn in grey as not captured, which is a different thing and is never counted against anybody. GHL will only report availability for the 14 days ahead of now, so history is built by snapshotting each day while it is still inside that window; weeks before this tab shipped have no snapshot and will read as partial forever.
Click any day in the grid to see exactly which hours that closer has open, in Central time. Slots with a call already booked in them are marked • — they still count toward the hours, because the number is availability the closer opened up, not time left over.
Target: 36h minimum, 40h ideal per closer per week (6 hours a day, 6 days a week). Weeks run Monday to Sunday.
Setter dialing days count a day once the setter places at least 100 dials. Dials are the canonical combined number — dialer.io plus manual GoHighLevel calls — taken from the same rollup the setters are paid and graded on, not recounted here. Days with some dialing that did not clear the bar are drawn in amber with the raw count, so a half day is visible rather than silently reading as a day off. Expectations: 6 days for Soham and Stefan, 5 for Rachel.
Where students closed
Each bubble is a deal. Bigger bubble = more units.
Students
Click a student to see each deal and add proof.
Deals come from the member portal (students entering their own deals) and approved DEAL MENTIONS. A student is anyone who paid more than $1,000 or is on the Mentorship or Elite tier. Deals still under contract wait under “Not closed yet” until a later mention says they closed. Paste a closing statement, deed, or county record link on a deal to mark it Proven.