Sales & Marketing
Lead acquisition, pipeline conversion, and channel performance
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Acquisition Metrics
New Leads
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New Clients
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Marketing Spend
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From Xero
Cost Per Lead
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Spend ÷ leads
Customer Acq. Cost
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Spend ÷ clients won
Marketing Efficiency Trend — last 12 months
Spend Cost per Lead Customer Acq. Cost
Right axis: $ per lead/client  ·  Left axis: total $ spend
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Live Pipeline — current snapshot, not period-filtered
Pre-Qual Booked
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Live count
Baseline Booked
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Live count
28-Day Kickstart
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Live count
Reschedule Pre-Qual (stalled)
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Conversion Funnel
Funnel — by lead creation date in period
Key Conversion Rates
Pre-Qual Show Rate
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Target: 80%
Baseline Show Rate
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Target: 85%
Baseline → Client
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Target: 65%
Lead → Client
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Target: 50%
Conversion Rate Trends — Last 6 Months
Lead Sources & Pipeline Health
Lead Sources
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Live Pipeline Health
Open Opportunities
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In pipeline
Pre-Qual Booked
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Upcoming
Baseline Booked
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Scheduled
Stalled Leads
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Reschedule Pre-Qual
→ View full sales pipeline
Marketing Insights
Actionable Signals
Pre-Qual show rate dropped 3pts — check confirmation sequences in GHL. Consider adding an SMS reminder 2 hours before the appointment.
More insights coming — lead source and conversion insights will populate once real data is flowing.