Reading this window
| Metric | Cohort lead came in |
Activity it happened |
Appointment their report |
Spread |
|---|
Today
In the pipeline right now
A standing count, not a period measure — what is open on the board this minute.
The last 30 days
Month to date against goal
Year to date at a glance
1 January to today.
Marketing
Spend and lead volume by category, against the cost targets derived from a $18,600 average sale.
Cost and marketing share by month
Every month of the year, whatever the filter says. Three measures in three panels — a percentage and two dollar figures cannot share an axis honestly.
Cost per raw lead by source
Against the derived target of 0.68% of average sale. Referral and repeat carry no media cost and are excluded from the bars.
Spend and leads by month
Full year for context; the selected period is highlighted.
Every source, broken down
Set rate is judged against the 30% blended standard, not per source — event, digital and canvassed leads do not set at the same rate.
Call Center
Speed to lead, the four conversion stages the call center owns, and who is moving the median.
Set rate by time to first contact
The single most actionable chart in the dashboard. Every bucket is the same leads, worked at a different speed.
The six-stage chain
Survival from raw lead, against standard at every step.
Where the leads sit
Volume by time to first contact.
By rep
Sorted by time to first contact. Set rate tracks it almost exactly.
Agent ranking
NSLI, issue rate, speed to lead and gross volume, averaged. Each indexed to the best on the team, so 100 is the floor's best and speed counts upside down.
The four measures carry equal weight, which is what an average means — if one of them should matter more here, that is a judgement to set rather than a default to inherit. The bracketed figure after each measure is that agent’s index against the team best.
By source
Which sources are pulling the blended set rate up, and which are dragging it.
Sales
Demos run, close rate off demos, and what each rep is worth per net issued lead.
Close rate by rep
Off demos run, never off leads issued. Against the 30% standard.
Customer base available to pitch
Past customers assigned to each rep, not contacted in 12 months.
Who performs best in which environment
Close rate by rep and lead source, over the selected period. Short ranges leave too few demos in a cell to rate — those cells show their demo count instead of a number that would only be noise.
Rep detail
Demos, close rate, and net sale per net issued lead.
Coaching findings
Recurring objections in lost-demo notes, and what to work on next.
Goals
Set the number you want. The chain runs backwards and tells you what it takes.
Your financial year
Set this first — year to date and quarter to date follow it on every page.
What are you aiming at
Net revenue is revenue that survives cancellation and credit decline — the money you actually keep.
Your products
Average sale and share of the mix. The blend drives every cost target below.
Month by month
What each month has to produce. Edit any cell; the checks run as you type.
Marketing spend
LeadPerfection has a spend field and most companies never fill it in. An empty field does not read as missing — it reads as free leads, so every cost figure on this dashboard looks good.
Month by month checks
A note means the month implies a rate outside the Full Scope bands — hover it to read why. It is not an error: a plan is an intention, and a month may have a good reason to sit outside a standard. The bands are wider than the standards themselves so that only real drift is flagged.
What the goal requires
The six-stage chain run in reverse, from the number you want back to the leads you have to buy.
What it costs and who runs it
Marketing budget at 20% of net, cost ceilings per stage, and the sales team the demo count needs.
Where your numbers disagree with ours
Checked against the standards and against what you are actually running.
Super Fast Kitchen & Bath · Performance review
Prior month
Progress against goal
What the gaps are worth
Action items
What each gap is worth this period