Executive Dashboard
Live business pulse
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Revenue & Cash

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Revenue Trend

revenue after refunds · last 12 months

Closers & Setters

Ranked by cash collected after refunds · this period · bar length = size vs. the top performer
Closers
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Sales Call Health

last 30 days
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Today's Calls

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Lead Sources

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Where this period's leads came from — count and share of total leads.

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Recent Leads

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Name Source First Source Last Source Created (CT)
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Calendar

Click a day to see just that day
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Each day: show rate of decided calls (green 65%+, amber 40–64%, red under 40%) and showed of decided · same rule as the rest of this tab · follows the Slice by filters above.

Show Rate by Calendar

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Guarantee calendar = self-booked calls. Personal calendars = the closers’ own calendars. Application call = phone-setter bookings. Longer = more of that calendar’s decided calls showed up.

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Show Rate Trend

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Does Confirming Work?

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Show Rate by Booking Lead Time

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Show rate by how far ahead the call was booked (day booked vs. call day, Central time).

Show Rate by Closer

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Decided calls only, minimum 10 per closer. “% logged” = share of that closer’s appointments ever dispositioned — a low number means the rate rests on a partial sample.

Closer Roster vs Other Calendars

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Closer roster = calls on the active closers’ calendars (the Dashboard’s Today’s Calls panel). Other calendars = every other in-scope calendar. The two rows add up to the Booked and Showed tiles above.

Show Rate by Day of Week

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Show Rate by Hour

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Does Rescheduling Hurt?

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How Solid Is This Number?

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Show Rate by Date

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Show rate
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Showed
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No-shows
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Closed
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Calendar

Click a day to see just that day
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Each day: closer calls booked (not cancelled) · show rate of calls with a result (green 65%+, amber 40–64%, red under 40%) and showed of showed + no-show · how many still have no result · follows the Closer filter.

Confirmed → showed → qualified → closed

Qualified = the closer’s own answer on the post-call survey. Click a number to list those calls.
StepConfirmedNot confirmed
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CloserShowedQualified% qualifiedClosedClose rateCash
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Surveys on every call that showed (click a number to list the calls):
CloserShowedSurvey doneNo surveyLogged as no-show% done
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By closer

Click a closer to filter the list
CloserShowedNo-showShow rateClosedCash
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By day

Click a day to filter the list
DayShowedNo-showShow ratePendingClosed
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By hour of the call (CT)

Click an hour to filter the list
HourShowedNo-showShow rate (per call)Rep-hoursRep-hours filledDouble-bookedPendingClosed
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Show rate (per call) counts every call: two people booked with one rep at 4 PM and one shows = 50%. Rep-hours filled counts the rep’s time: that same hour had someone show, so it is 100% filled. A rep-hour is one rep, one day, one clock hour; Double-booked = rep-hours with more than one call. These match the Show Rate by Hour chart on the charts tab. Calls with no start time are left out of the hours, and faded bars mean fewer than 5 calls, too few to read much into.

Every call

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Show rate = Showed ÷ (Showed + No-show). Only calls with a result count. A no-show is left out when the same person showed up to a later call (Rebooked, showed later). Pending calls are waiting on the closer’s survey, and cancelled calls never count. Closed = a payment of $500 or more from this lead, credited to a closer, within 60 days of the call. Click any call for the details behind its result. Outcome, Closer, Booked by and Survey are editable here and show in the rep portals; a changed outcome moves the show-rate numbers at the next refresh (every 15 minutes). Setter triage and Other calls (the Log selector) and upcoming calls are listed but never counted.

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Where they ended up

Each person counted once, by what happened after their latest no-show.
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How fast they rebook

Days from the cancelled call's date to their next booking, and how many of those showed.
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Win-back list cancelled, never rebooked (or rebooked, then cancelled)

Cancelled call Days since Name Phone Calendar Closer Setter Status Ever showed

Recovery by calendar

Name People Rebooked Won back Still to win back

Repeat cancellers how much of the problem is the same people

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Name Phone Cancels (period) Cancels (ever) Showed (ever) Last cancelled Now

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Where they ended up

Each person counted once, by what happened after their latest no-show.
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How fast they rebook

Days from the missed call to their next booking, and how many of those showed.
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Win-back list no-showed, never rebooked (or rebooked, then cancelled)

Missed call Days since Name Phone Calendar Closer Setter Status Ever showed

Recovery by calendar

Name People Rebooked Won back Still to win back

Repeat no-showers how much of the problem is the same people

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Name Phone No-shows (period) No-shows (ever) Showed (ever) Last missed Now

Survey Deep-Dive — Headline KPIs

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Surveys submitted
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Finished the whole survey
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Survey completion rate (finished vs. started)
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Average lead quality score (1 = weak, 4 = strong)
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Lead quality mix (everyone scored this period)
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📊 How prospects answered each survey question (pick a question below; bar length = how many people gave that answer)

Number of people (share of all who answered) · show-up rate for that group. Green = strong, red = weak.
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🗺️ Which answer combinations show up (biggest groups first)

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🎯 Which survey answers actually convert (every answer, ranked)

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Smaller groups sink to the bottom, greyed out · click an Income or Commitment row to see the people
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Campaign Performance

Revenue traced to its ad
Campaign Spend Revenue Return per $1 spent Status

Return = revenue earned for every $1 of ad spend in the selected period. Status pills judge lifetime return — a new campaign isn’t flagged before its sales have had time to close; a campaign younger than 30 days shows Too New instead of a verdict. Scale ≥4x · Watch 2–4x · Pause <2x lifetime with spend. Click a row for its ads.

Revenue Mix — Ad-Driven vs Organic

last 30 days

How much of our revenue came from paid ads vs everything else — referrals, direct, and organic. Longer bar = more revenue.

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Return by Funnel

Revenue traced to its ad

Which funnels turn ad dollars into the most revenue. Bar length = $ back per $1 spent; the $ figure is what we spent.

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Funnels & Campaigns

Revenue traced to its ad
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Campaigns
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Call Coaching — …

Per-rep call scores — worst-first
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What Actually Closes Deals — verified Jul 19

From our own calls: 42 wins vs 144 decided losses, re-tested against lead quality
✓ DO — these separate wins from losses
1. Finish the objection. Dig to the real concern, answer it, then ask again. Wins leave 30% of objections unresolved; losses leave 60%. Winners get just as many objections: they finish them. Holds for warm and cold leads alike.
2. Make it sound small. “10–15 minutes a day” effort framing appears on 58% of wins vs 17% of losses, the single strongest phrase pattern we have.
3. Move fast after the call. Half of buyers pay on the call; 93% within 14 days. Front-load follow-up into the first 3 days; after 14, it’s dead.
4. Treat the money objection as a buying signal. “How would I afford this” wins 45% of the time — and every call where it got fully resolved closed (8 of 8). The dangerous one is “is it worth it” (value doubt): only 25% win even when handled. Sell the value first, then solve the money.
5. Ask the capital question every call. The on-call read of “does this person have money to work with” is the widest won/lost gap we measure (3.2 vs 1.5 of 10). It IS the qualification system.
✗ DON’T — these do nothing in our data
Pressure. Urgency and scarcity (“2 spots left”) appear equally on wins and losses. Zero effect, every test.
Pitch polish. Deals are not won by explaining better (winners often get a shorter pitch). The sale is won or lost in the objection moment.
Trusting lead grades. Pre-call lead scores predict nothing about who buys (2.78 won vs 2.79 lost). What the prospect reveals on the call is what matters.
Fearing objection count. Calls with 3–4 objections win as often as calls with 1–2 (37% vs 30%). It never mattered how many came up — only whether they got finished.

Discovery Gaps — …

Which of the 5 discovery gates each rep most often fails to complete
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Objection Patterns — …

Which objections go unresolved, and which handling step each rep skips
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Patterns — …

What each rep does well vs struggles with, across every stage — and what changed recently
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Objections raised
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Left unresolved
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Calls analyzed
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Per call
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The seven themes

Click a theme to filter everything below it
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Trend

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Every objection

ObjectionTheme RaisedUnresolved Usual root cause
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Raised counts every time the objection came up, not the number of calls — one call can raise several. Unresolved means the closer never got it handled before the call ended; it is the number that matters. Root cause is why it landed: process breakdown (the closer’s handling), conditioned (a reflex answer, not a real concern), logistics (a genuine constraint) or unclosable. Click any objection to read the prospect’s own words and jump into the recording at that moment.

By closer

Click a closer to filter the whole tab
CloserObjectionsUnresolvedWhere they get stuck
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Counts follow the period at the top of the page. A rep with more calls will naturally show more objections — read the unresolved % and where they get stuck columns, not the raw count.

Call Log

Booked sales calls, closer-reported — not a revenue source — newest first
Call dateLeadCloserSetterOutcomePre-DialExpected closeSurveyFathom
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Pre-Dial by Closer

Closer dials to the prospect in the 72h before each booked call
CloserBooked callsPre-dialed%Median lead timeAvg longest dial
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Every Appointment

All closer-calendar bookings — dial history starts 2026-04-01
Appt dateLeadCloserOutcomeDialsNearestEarliestLongest dial
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AI Dialer — Retell

Retell voice fleet — funnel, cost & outcomes
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Funnel

Retell setter agents (Eric / Claire / Reschedule) — per call, with per-lead rollup
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Pickups by Hour

Dialer answer rate by time of day (CT) — dim rows = small sample
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Agents — Retell

Per-agent performance this period
Agent Role Dials Pickup % Booked Cal errors Avg talk Cost
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Call Explorer

Click a row for transcript & audio
When (CT) Agent Contact Stage Talk Cost Rec
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Viewing
Pick a setter to filter this whole tab. Booking Markers and Number Health always show the whole team.
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Dialer

dialer.io human cold-call team — dials, connects & conversations
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Activity by Day

Dials per day — connects & conversations inline (weekly rollup on long ranges)
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Best Hours to Dial

Connect rate by hour (CT) — low-sample hours dimmed
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Booking Markers — What to Target

Which kinds of leads actually book a call when the team dials them — so you know who to load into the dialer next
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Disposition Mix

What happened on every dial this period — green = offer, red = DQ/DNC, amber = hangup
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Agents

Per-agent performance this period
Agent Dials Connects Connect % Convos Qualified Offers Avg talk
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Call Explorer

Recent calls this period — click ▶ to play the recording
When (CT)SetterContactDispositionTalkRecording
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Confirmations

MFS Guarantee Calendar · self-booked calls · confirmed = appointment-confirmed
Confirmed
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Not confirmed
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Show rate · confirmed
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Show rate · unconfirmed
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How this is counted

This tab covers the MFS Guarantee Calendar only, where self-booked calls land and the confirmation team works. A call counts as confirmed when the contact carries the appointment-confirmed tag. Calls are grouped by appointment date; cancelled calls are left out of the confirm rate. Show rate is showed ÷ (showed + no-show), the same rule as the Show Rate tab.

Who is the person's own tag (soham-confirmed, rachel-confirmed), or whoever added the tag in GHL per the audit log. Team tags (confirmation-confirmed, outbound-confirmed, dm-confirmed) name a team when no person is on record. A confirmed call with none of those shows where the confirmation came from: a text reply, the Retell confirmer, or a workflow. Who-tags started —.

Calendar

Click a day to see just that day above · MFS Guarantee Calendar · by appointment date
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Each day: calls not cancelled · confirmed and confirm rate (green 70%+, amber 40–69%, red under 40%) · past days show the show rate of held calls, upcoming days show how many still need confirming.

To confirm next

Unconfirmed Guarantee-calendar calls, today through the next 7 days
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Confirmation team

Soham and Rachel confirm the self-booked calls on the Guarantee calendar. Everyone else is one line.
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By day

Calls by appointment day and who confirmed them
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Speed to Lead — …

How fast we dial a fresh lead
Dialer
Hours
Dialer fix

How fast we call a new lead

From the moment a lead comes in, to our first call
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Speed to lead — working hours vs. outside

Split by when the lead came in: Mon–Fri 9am–5pm Central vs. nights and weekends · the blended median hides a wide gap between the two
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When leads wait longest

Speed to first dial by the hour and weekday the lead came in (Central)
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How long leads wait for the first call

Every new lead sorted by wait time · green = fast, red = left waiting
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Leads we never called

New leads with a phone that anyone has not dialed
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AI vs. human setter — head to head

From lead created to the first dial by each team · the AI bot usually dials first; the human column is the first human voice · new ad/form leads only
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Speed-to-lead log · per contact

Every new lead · time from created to first dial (AI is clock time, human counts Mon–Fri 9am–5pm CT only) · click a column to sort
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Sales — Last 30 Days

Closer Pipelines

Each active closer’s live GHL pipeline — sort, scroll, maximize, and click into a lead for detail
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hit KPI missed today (in progress)
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Objections
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Calls with an objection
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How setters handled them
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Most common
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Where setters get hit

Click a bucket to filter the labels below
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Trend

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By setter

Each setter’s own calls — coverage = share of their real conversations analyzed
SetterObjections CallsPer call No objectionCoverage Handled Where they get stuck
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Addressed engaged with the objection before moving on (reframed, asked about it, isolated or answered it) · Moved past ignored it or gave a token “gotcha” and went back to the script · Conceded accepted it and gave up (remove, call back, send info). Unclear and not-yet-scored objections are never counted against the setter. Former reps groups calls by setters who have left, so the table adds up to the totals above.

Every label

LabelBucket Raised Handled
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Raised counts every time the label came up — one call can raise several. Click a label to read the prospect’s own words, what the setter said next, and open the recording. Unmapped labels have no taxonomy row yet; they are counted, never folded into a real bucket. For the closing stage, see the OBJECTIONS tab.

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Flipped to Showed
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Reached, no consult
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Voicemail / no answer
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Needs a human
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No transcript
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Calls reviewed

Click a tile to filter, a row for the full reasoning
AppointmentProspectCloser CallVerdictConf What decided itOn the scorecard
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Attribution — the money

Real payments by originating funnel + ad — high-ticket program closes (incl. financed plans + Payva-remitted cash, net of refunds) split from low-ticket ($8 course) sales
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Revenue by setter — who set the sale

New deals in the period, credited to the setter of the last sales call before they paid, next to what the commission record says
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Paid funnels — what the ad dollars return

Only funnels with Meta ad spend in the period. ROAS bars share one scale — the tick = 1.0× breakeven; green ≥2×, amber 1–2×, red loses money. Close rate = share of that funnel's leads that became a $500+ client (best in bold). Sorted by spend.
Funnel Spend Customers Close rate Cost / customer ROAS HT revenue
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Revenue without ad spend

Clients with no ad dollars behind them — legacy era (before tracking existed, pre-Sep 2024), organic, referrals. No close rate or CAC here: these are survivor cohorts, the percentages would be meaningless.
SourceCustomersHT revenue
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Untouched leads — never called, booked, or AI-dialed

Leads with zero sales touches (no booking, no human dial, no AI dial — matched by email + phone). Excludes existing high-ticket clients and DNC-tagged contacts; $8-course buyers INCLUDED (hottest cohort). Click a row for the list, or download CSV to feed the dialer.
Funnel Untouched With phone New (90d) $8-course buyers
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▸ Detail — journeys, ads & cross-funnel paths (the forensic tables — open when you want to dig)

Top Journeys → Closed Sales

Originating funnel + ad, ranked by closes. Click a row to see the contacts and the dates they were created.
Funnel Originating ad HT closes HT revenue LT sales LT revenue Med. days to close Contacts created
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Top ads behind the closes

Every closed sale grouped by originating ad
Ad Funnel HT closes HT revenue LT sales LT revenue
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Cross-Funnel Journeys

People who engaged 2+ of Low-Ticket / Webinar / VSL — lifetime cohort. Close = a real high-ticket payment (≥$500).
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Does stacking funnels lift closing?

High-ticket close rate by how many of the 3 funnels a person engaged
Funnels engagedPeopleHigh-ticket closesClose rateHT revenue
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Best funnel combinations

Which mix of funnels closes best — sorted by close rate (small samples shown, judge with the People count)
Funnel mix # People HT closes Close rate HT revenue
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Most common paths (in order)

The order people hit the funnels. Click a row to see the actual people and their touch dates.
Path People HT closes Close rate HT revenue Med. days between
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Buyer DNA — live

Who actually buys — computed fresh on every load.
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Sales Log

Reassign closer / setter credit per deal
DateClientAmountIn logSource Category StatusCommission RuleCloserSetter
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Status Breakdown

Each status as a share of all counted deals (count and %).
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Cash Collected by Closer

Each closer's cash collected (after fees), counted deals only. Longer bar = more collected.
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Cash Collected by Category

Last 90 days · counted deals. Longer bar = more collected; the number after each bar is the deal count.
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Commissions

Per-rep payout roster by pay period (read-only)
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RepRolePayments Commission $Stub status
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Roster

Sales rep roster — commission_reps
NameEmailRole(s)Setter type Rate %Base payActiveActions
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Fully certified
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Sections passed
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Paperwork outstanding
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Not started
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Required sections by rep

Same reps as the Onboarding tab
Same list as the Onboarding tab: hired in the date range above.
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94% passed via closer passed through the full closer section 72% best score, not passed yet 18/42 in progress — not attempted 🔒 locked until paperwork / earlier sections N/A on the team before certification started, not required

Columns are the sections each role must pass to unlock the portal, in the order the rep sees them. “Passed” uses the same count as the Onboarding tab’s Cert step. Required sections are scored on the server. “Reference” quizzes are optional and never count toward certified.

Most-missed questions

Each rep’s latest attempt per module
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Recent attempts

Last 40, reps listed above
WhenRepModuleScoreResult
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Calls
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Texts sent
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People texted
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People reached
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Booked after a touch
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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.

By closer

Click a closer to filter the list
Closer Channel mix Calls Texts sent People texted People reached Booked To booked
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By day

Click a bar to filter the list
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Texts by day

Texts sent (GHL + SendBlue) · people texted underneath · click a cell to filter the list
Day
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Who they reached

Closer Prospect Buyer Touches Total Days Last touch Outcome
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Onboarding

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done waiting on someone failed not started not needed · click a rep for the detail

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Booked at dial time
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Not booked
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Total dials
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People dialed
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Pending verdicts
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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.

Verdict mix

Answered / voicemail / screened / no answer (no-transcript and pending shown separately)
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By funnel

Click a column header to sort · booked and not-booked side by side
Funnel Booked dials Booked answer rate Not-booked dials Not-booked answer rate
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By rep

Transcript coverage = share of completed, checked dials that came back with a transcript · Dials here include SendBlue calls; the Setter KPIs tab counts dialer.io + GHL only, so a rep reads a few dials higher here
Rep Dials Answer rate Transcript coverage No transcript Pending
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New clients

Click a column to sort. Newest first.
ClientRiskSale 1 · Contract2 · Payment 3 · Onboarding call4 · SkoolPortal access

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.

Applicants

AppliedNameEmailMentee?ExperienceTime availableWhy they'd be great
Slots: every start time on their GHL calendars that day, from the daily snapshot, plus any time a sales call was booked. Booked: slots that ever had a booking. Open: slots that never did. Bookings: everyone booked into a slot, cancelled included, doubles included. Doubled: two different people on the same closer and start time at the same moment, even if one later cancelled. Click a day to see who. A rescheduled double can't be seen, because GHL overwrites the old time. Showed: same count as the show rate tab. Closed: same count as the New Deals tile, on the signing date.

Applicants

AppliedNameEmailPhoneLocationCloser exp?YearsIndustriesDeal sizeCRMScheduleHoursInternet + quietStartLoomFathom calls

Of every 100 people who press play on the VSL…

Minute by minute: where they leave

Each bar is how many of the 100 quit during that minute. The first column is how many were still watching when the minute started.

Does watching more lead to a booked call?

Our own leads only (people who opted in and had a play recorded). Bar = share of that group who booked a sales call.

Leads who booked vs leads who didn't: do they watch differently?

Every lead we tracked
Click a column to sort · names open the GHL contact
LeadWatchedStopped at Sales callOutcomeAdded

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.

Last 12 weekends

Show rate per weekend. Click a bar to focus on that weekend.

Breakdown

NameCallsShowedNo-show Show rateWeekdayConfirmed ClosesCash

Weekend calls

DateTimeLeadCloserCalendar ResultConfirmed byBooked byCash
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booked themselves
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we phoned at least once
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never phoned
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typical wait for the first call
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called within 1 hour
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confirmed · of calls due

Calendar

Click a day to see just that day
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Each day = people who booked themselves that day · typical wait until someone phoned them (green within 1 hour, amber within a working day, red longer) · how many were never phoned · showed of held. Days follow the clock setting above.

Who 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.

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Denied on sales calls
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Denied by every partner tried
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Payva denial rate
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ClarityPay finished at checkout
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Card payments declined
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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.

By partner

Click a row to filter the list below
Partner Seen on Decisions Approved Partial Denied Denial rate Started, not finished Never applied
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By closer

Click a row to filter the list below
Closer Call decisions Denied on calls Payva apps Denied by Payva Checkout financing Finished
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Every decision

Newest first
Date (CT) Closer Customer Partner Result Amount Detail
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booked vs slots

By closer

Closer Booked Slots Fill Open
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Calendar

<60% 60–89% 90–100% >100%
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Revenue per booked call —
Cost per booked call —
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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What if, per month

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RPBC vs CPBC by funnel

Funnel
All funnels
Setter
All setters
Confirmed by
Anyone
Closer
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 month
How 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

0

Doing

0

Waiting

0

Done

0

Done cards drop off the board after 14 days. Archive hides a card right away.

Task

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Muz and Youssef: their next 25 shows each who watched more than 50% of the VSL before the call, counting every sales call from Thursday Oct 8, 12:00 PM Central onward. A closer's count stops at his 25th counted show.

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Calls

Show #DateTime (CT)ProspectCalendarSetterResultClosed

Sales calls only (Application, Guarantee, the closers' personal calendars), same rules as the Show Rate tab. Show rate = showed ÷ (showed + no-show). Cancelled, rescheduled and rebooked calls don't count either way. Rescheduled = the same person holds a later call. Moved from = this slot replaced an earlier one; the earlier slot's result stays with that slot, so this one still needs its own verdict. Needs a verdict = the call time has passed but nobody has marked it showed or no-show yet. Closed = a payment of $500+ credited to the closer within 60 days of the call. A smaller payment is a deposit: shown, but not a close. A call the closer marked Closed with no payment at all is labeled “marked closed”.

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booked calls
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we phoned at least once
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never phoned
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picked up at least once
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confirmed · of calls due
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calls per prospect

Calendar

Click a day to see just that day
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Each day: booked calls · average SendBlue dials before the call (green 2+, amber 1–2, red under 1) · how many were never called · past days show showed of held calls, upcoming days show how many are still to come. Follows the Calendar filter above.

Dials 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.

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booked calls
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average VSL watched · calls held
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watched half or more · calls held
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finished it
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no watch data

Calendar

Click a day to see just that day
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Each day: booked calls · average VSL watched of calls with watch data (green 50%+, amber 25–49%, red under 25%) · past days show showed of held calls, upcoming days show how many are still to come. Follows the Calendar filter above.

VSL 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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The four numbers we run sales calls on. Click any one to see every call behind it.

What could still move these numbers

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Every call in this period

Call Prospect Closer Setter Calendar Outcome Confirmed VSL watched
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booked calls
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confirmed (appointment-confirmed)
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not confirmed
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show rate
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confirmed vs unconfirmed show

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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Closers under the minimum
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Days blocked off this week
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Setters behind on dial days
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Team hours next week
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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.

Closer availability — this week and next

Hours open per day. Red = completely blocked off. Click a day for the hours.
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Closer hours by week

Total configured availability per week against the 36h minimum
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Setter dialing days — recent weeks

Dials per day. Green = counted as a dialing day, amber = dialed but under the bar.
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Setter dialing days by week

Days dialed against each setter's expectation
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Close review

New-client closes whose credit may need a look
—Students with closed deals
—Deals closed
—Units
—Closed after joining MFS
—Proof on file

Where students closed

Each bubble is a deal. Bigger bubble = more units.

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Students

Click a student to see each deal and add proof.

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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.

Outstanding
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Caught up
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SOPs with someone behind
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Finished this week
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Who is behind, by SOP

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SOPTitleBehindWho, and what is left
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By rep

Most outstanding first · only SOPs for their role
RepRoleOutstandingCaught upLast activity
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