This period in one line (proposed auto-summary):
Headline Existing: 3 cards New: 5 more
Funnel and trend New
quiz or booking leads, spam excludedFunnel with drop-offcrm_funnel_v: lead, booked, held, converted
Leads over timecrm_leads_v by week_start_sydney and product_type
TrainingFoundations
First-touch source Existing New: Booked, Held, Won columns
Channel (last-touch) Existing
unchangedReferrer and intake-channel are not re-captured on a return visit, so a lead whose last touch carried no UTM or click ID falls back to its first-touch value.
Email performance Existing: by template New: headline, broadcasts, influence
Opens are inflated by Apple Mail Privacy Protection. Treat the open rate as a ceiling, not a real number.
Broadcasts and newsletters Newcrm_resend_broadcasts and email_daily_export (Kit history)
| Broadcast | Sent | Delivered | Clicked | Unsubs |
|---|---|---|---|---|
| Newsletter 18 Oct | 1,046 | 98.9% | 3.7% | 2 |
| Newsletter 4 Oct | 1,020 | 98.8% | 3.1% | 3 |
| Training invite | 412 | 99.0% | 5.2% | 1 |
Last email clicked before a booking NewJoins crm_comms_queue to the opportunity
Cohorts and speed to lead New
cohorts follow each week's leads forwardLead cohorts by weekBooked within 7 days, held within 14, converted within 30
| Lead week | Leads | Booked 7d | Held 14d | Conv. 30d |
|---|---|---|---|---|
| 19 Oct | 31 | 6 (19%) | maturing | maturing |
| 12 Oct | 27 | 8 (30%) | 6 (22%) | maturing |
| 5 Oct | 29 | 9 (31%) | 7 (24%) | 2 (7%) |
| 28 Sep | 24 | 7 (29%) | 6 (25%) | 3 (13%) |
Speed to lead and bookingquiz_submitted_at, meeting_booked_at, called_at
| Gap | Median | 90th pct |
|---|---|---|
| Quiz to first email | 1 min | 4 min |
| Quiz to booking | 5.2 h | 3.1 days |
| Booking to call | 1.8 days | 5.0 days |
| Call to proposal | 2.4 days | 9.0 days |
Calls and lost leads New
small numbers, use for coaching and workloadCalls by ownerowner, meeting_status, last_call_outcome
| Owner | Booked | Held | No-show | Converted |
|---|---|---|---|---|
| Josh | ||||
| Kelvin |
Why leads are lostclosed_reason
| Reason | Leads | Share |
|---|---|---|
| Long burn | 61 | 42% |
| Not a fit | 47 | 32% |
| No response | 38 | 26% |
Cost and landing pages Phase 3
needs ad spend and GA4 synced into SupabaseCost per lead, booking and winMeta and Google Ads spend joined to first-touch campaign
| Campaign | Spend | CPL | Per booking | Per win |
|---|---|---|---|---|
| marketing-training | $1,840 | $34 | $97 | $460 |
| meta-ads | $1,120 | $36 | $124 | $1,120 |
Landing page conversionGA4 sessions to quiz submits
| Page | Sessions | Leads | Rate |
|---|---|---|---|
| /lp/marketing-training | 1,420 | 54 | 3.8% |
| /lp/meta-ads | 990 | 31 | 3.1% |
Figures scale with the selected range and product filter to show how the page behaves; they are placeholders, not CRM data. Source, call owner and compare-to are shown for layout only in this mockup.