Welcome back, Joos
Paid In Full (PIFs)
$58,473.00
9 transactions
↑ $11.2k vs prior 30 days
iClients who paid the full program price upfront in one payment — your cleanest, highest-quality revenue signal.
Cash Collected
$83,241.68
Sum of all payment amounts
↑ 17% vs prior 30 days
iTotal dollars that actually landed in your account across all payment types this period.
Revenue Generated
$109,847.00
16 new deals this period
↑ $19.3k vs prior 30 days
iTotal deal value committed on post-call forms — includes both collected cash and outstanding payment plan balances.
Waterfall Revenue
$74,318.50
Committed · not yet collected
↑ $8.4k vs prior 30 days
iMoney committed from active payment plans that hasn't arrived yet — your confirmed future cash pipeline.
Total Closes
16
New clients enrolled this period
↑ 4 vs prior 30 days
iThe count of new clients enrolled this period, regardless of whether they paid in full or on a payment plan.
Close Rate
36.4%
16 closes / 44 live calls
↓ 1pt vs prior 30 days
iPercentage of live calls that ended with a close — your core sales conversion rate per conversation.
Average Order Value
$6,865.44
$109.8k across 16 closes
↑ $250 vs prior 30 days
iThe average dollar amount of each closed deal this period — reflects how well you're holding the full program price.
Cash Per Live Call
$1,892.08
Across 44 live calls
↑ $340 vs prior 30 days
iAverage revenue earned per live call — factors in no-shows and non-closes so you know the true dollar value of every booked slot.
Upcoming Calls
6
Confirmed on calendar
→ same as prior 30 days
iSales calls currently booked and confirmed on your calendar for the coming days.
Show Rate
73.3%
44 live / 60 booked
↓ 3pts vs prior 30 days
iPercentage of booked calls where the prospect actually showed up live and ready to talk.
No-Show Rate
26.7%
16 of 60 booked
↑ 3pts vs prior 30 days
iPercentage of booked calls where the prospect didn't show — your biggest daily revenue leak and the first thing to fix.
Disqualification Rate
14.5%
DQ'd on the call
↓ 2pts vs prior 30 days
iPercentage of live calls where the prospect was ruled out as a non-fit — a healthy signal when it means your setters are qualifying better.
Scoreboard
→
Setter
Revenue Over Time
Revenue by Source
Closer Performance
| Closer | Booked | Live | Closes | Show % | Close % | Cash Collected |
|---|---|---|---|---|---|---|
| Joos | 48 | 30 | 20 | 62.5% | 66.7% | $109,847 |
Post-Call Outcomes
Closed (PIF)
6
10.3%
Closed (Deposit)
3
5.2%
Follow-Up
15
25.9%
No Close
1
1.7%
Disqualified
9
15.5%
Other / No Show
24
41.4%
Setter Performance
| Setter | Booked | Live | Closes | Show % | Close % | Cash Collected | Commission (5%) |
|---|---|---|---|---|---|---|---|
| Your Setter | 71 | 46 | 20 | 64.8% | 43.5% | $19,800 | $990 |
| Unattributed | 2 | 1 | 0 | 50.0% | 0.0% | $0 | $0 |
No-Show Recovery
| Contact | No-Show Date | Days Since | Notes | Action |
|---|---|---|---|---|
| Maya Johnson | Jul 22 | 3 | First no-show, high-intent lead | Re-book |
| Tanya Garcia | Jul 20 | 5 | Re-contacted Jul 21, waiting for reply | Re-book |
| Lisa Chen | Jul 17 | 8 | No response to DM yet | DM |
| Brian Smith | Jul 14 | 11 | Re-booked once before, no-showed again | DM |
| Rachel Davis | Jul 10 | 16 | Final outreach recommended | Final |
| Priya Wilson | Jul 18 | 7 | Said she had an emergency, wants to reschedule | DM |
| Christine Adams | Jul 16 | 9 | No contact made yet | DM |
| Nathan Jackson | Jul 13 | 12 | Replied to SMS, reconsidering | Warm |
| Darnell Lewis | Jul 11 | 14 | No response to email or DM | Final |
| Samantha Harris | Jul 10 | 17 | Very cold — last attempt | Final |
| Amanda White | Jul 19 | 6 | Confirmed re-book for Jul 28 | Re-book |
| Ethan Brown | Jul 15 | 10 | Clicked new booking link, check if booked | Check |
| Fatima Martinez | Jul 12 | 13 | Going cold — DM today | DM |
| Grace Thomas | Jul 10 | 18 | Archive if no reply this week | Final |
Transaction Log
PIF Clients
| Name | Product | Deal Amount | Date Closed | Setter | Source | Status |
|---|---|---|---|---|---|---|
| James Carter | 1-on-1 Coaching | $10,000 | Jul 22, 2026 | Your Setter | Stripe | Active |
| Priya Patel | Group Program | $7,500 | Jul 20, 2026 | Your Setter | Commas | Active |
| Darnell Washington | 1-on-1 Coaching | $10,000 | Jul 18, 2026 | Your Setter | Stripe | Active |
| Sofia Mendez | Group Program | $7,500 | Jul 15, 2026 | Your Setter | Kajabi | Active |
| Tyler Robinson | 1-on-1 Coaching | $10,000 | Jul 12, 2026 | Your Setter | Cash App | Active |
| Amber Johnson | Group Program | $7,500 | Jul 8, 2026 | Your Setter | Whop | Active |
| Kevin Torres | 1-on-1 Coaching | $10,000 | Jul 5, 2026 | Your Setter | Stripe | Active |
| Monique Davis | Group Program | $7,500 | Jul 2, 2026 | Your Setter | PayPal | Active |
| Chris Bennett | 1-on-1 Coaching | $10,000 | Jun 28, 2026 | Your Setter | Venmo | Completed |
Split Pay Clients
| Name | Product | Deal Amount | Split Amount | Progress | Payments Made | Remaining | Next Payment | Setter | Source | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| Amanda Thompson | 1-on-1 Coaching | $10,000 | $5,000 | 1 of 2 | 1 | Jul 5, 2026 | Your Setter | Stripe | Overdue | |
| Kayla Williams | Group Program | $7,500 | $2,500 | 3 of 3 | 0 | — | Your Setter | Commas | Collected | |
| Diana Reyes | 1-on-1 Coaching | $7,500 | $3,750 | 1 of 2 | 1 | Jun 25, 2026 | Your Setter | PayPal | Overdue | |
| Brandon James | Group Program | $10,000 | $5,000 | 1 of 2 | 1 | Jul 12, 2026 | Your Setter | Stripe | On Track | |
| Latoya Harris | 1-on-1 Coaching | $7,500 | $2,500 | 1 of 3 | 2 | Jul 18, 2026 | Your Setter | Kajabi | On Track | |
| Marcus Collins | Group Program | $7,500 | $2,500 | 2 of 3 | 1 | Jul 10, 2026 | Your Setter | Gumroad | On Track | |
| Rachel Nguyen | 1-on-1 Coaching | $10,000 | $5,000 | 1 of 2 | 1 | Jul 24, 2026 | Your Setter | PayPal | On Track |
Track which content is driving clicks, forms, bookings, and cash — then drill into individual leads to see their full journey from first touch to payment.
Funnel Tracker
TRACKED CLICKS
19,400
Across all tracked sources
iTotal clicks on your tracked links across all sources — YouTube, IG, TikTok, SMS, Email, and more.
FORM SUBMISSIONS
8,614
44.4% opt-in rate · of clicks
iPeople who submitted your application or opt-in form after clicking a tracked link. Opt-in rate = forms ÷ clicks.
BOOKINGS
2,818
32.7% book rate · of forms
iTotal calls booked from your tracked funnel. Book rate = bookings ÷ form submissions.
CASH COLLECTED
$81k
From tracked attribution
iRevenue attributed to tracked sources using the current attribution model (first or last touch).
Content Attribution
| CONTENT | VIEWS | CONVERSIONS | CTR% | OPTIN% | BOOK% | $/TRAFFIC |
|---|
Lead Activity
All leads tracked across your funnels
| Name | Source | Country | Intent | Last Activity | Events | Score | Status |
|---|
Every client currently in your program — their payment status, next session, and fulfillment health at a glance. Click any row to drill in.
Client Roster
| CLIENT | PRODUCT | DEAL | PAID | BALANCE | STATUS | NEXT SESSION |
|---|
Every offer in your stack — how many closes, revenue generated, close rate from call, and revenue per call booked.
Offers
| OFFER | PRICE | CLOSES | REVENUE | CALLS | CLOSE RATE | $/CALL |
|---|
Month-over-month performance across every metric that matters — revenue, closes, bookings, show rate, close rate, and revenue per call.
Reporting
Monthly Breakdown
| MONTH | CASH | CLOSES | BOOKINGS | SHOW % | CLOSE % | $/CALL | LEADS |
|---|
All open callbacks sorted by urgency — your daily call list. Click any stat tile to see who's in that bucket, and click any contact card to drill into their full profile.
Follow-Up Queue
Welcome back, Joos
💸 Downsell Performance
→
Cash Collected
iTotal dollars received from paid high ticket clients this period — the clearest signal of how much revenue your setter is actually generating.
$19,800
↑ 12.4% vs last period
Closes by Product
iTotal paid high ticket clients closed this period, broken out by product type — shows which offers your setter is selling most and where the mix is shifting.
20
Bundle · 6 | 1-Yr · 4 | Course · 6 | 3-Mo · 5
Downsell Conversion Rate
iPercentage of setting calls that converted to a downsell sale — your setter's direct close rate on their own offer before the lead ever reaches the closer.
43.5%
↑ 3.1% vs last period
Avg Deal Size
iAverage dollar value per paid high ticket client closed this period — tells you whether your setter is consistently pitching the right offer or drifting toward lower-priced products.
$990
↓ $45 vs last period
Stale Leads
iLeads with no contact in 7+ days — the longer these sit, the colder they get. This number should stay as close to zero as possible.
7
↑ 2 vs last period
📡 Pipeline Activity
→
Conversations Started
iTotal new conversations your setter initiated this period — a volume indicator that shows how actively they're working inbound leads day to day.
142
↑ 14 vs last period
Qualified Leads
iLeads that passed your screening criteria and were moved forward to a booked call — the direct output of your setter's qualification process.
95
↑ 9 vs last period
Book Rate
iPercentage of qualified leads who got a call booked on the closer's calendar — shows how effectively your setter converts a warm conversation into a confirmed appointment with the closer.
74.7%
↑ 2.1% vs last period
Calls Booked
iTotal calls currently on the calendar for the next 7 days — your near-term pipeline of opportunities heading to the closer.
14
↑ 2 vs last week
Show Rate
iPercentage of booked calls where the prospect showed up ready to talk — below 70% means leads are going cold between booking and call day. ≥70% green · 50–69% yellow · <50% red.
64.8%
↑ 2.3% vs last period
No-Show Rate
iPercentage of booked calls where the prospect didn't show — every no-show is a wasted closer slot and a direct hit to revenue.
35.2%
↑ 1.8% vs last period
Cancellation Rate
iPercentage of booked calls cancelled before the call date — high cancellations usually mean the lead went cold or was never properly confirmed. <5% green · 5–10% yellow · >10% red.
8.5%
↓ 0.7% vs last period
Upsell Conversion Rate
iPercentage of all booked calls that converted to a paid high ticket client — shows how many of the leads your setter pushed through actually closed on the main offer.
28.2%
↑ 1.9% vs last period
Setter Board
Revenue Over Time
Revenue by Source
Setter Performance
| Setter | Booked | Live | Closes | Show % | Close % | Cash Collected | Commission (5%) |
|---|---|---|---|---|---|---|---|
| Your Setter | 71 | 46 | 20 | 64.8% | 43.5% | $19,800 | $990 |
| Unattributed | 2 | 1 | 0 | 50.0% | 0.0% | $0 | $0 |
Call Status Breakdown
Clients & Transactions
| Name | Date | Product | Amount | Processor | Status |
|---|
Track contacts who slipped through — qualified leads that didn't book, no-shows that need re-engagement, and follow-ups going cold. Use this tab to recover revenue before it's gone.
Pipeline Leak Indicators
Qualified Didn't Book
6
Of 95 qualified · 6.3% slippage
iLeads your setter qualified but who never got a call booked. These are warm prospects still in play — they need a direct follow-up to secure a booking before they go cold.
Confirm Today
—
No calls pending confirmation
iBooked calls scheduled for today that haven't been confirmed yet. Unconfirmed calls are high no-show risk — confirm by text or DM at least 2 hours before the call.
No-Show Recovery
10
Of 71 booked · 14.1% no-show rate
iProspects who had a call booked but didn't show up. No-shows aren't dead — many are just distracted. A fast re-engage within 24–48 hours dramatically improves rebook rates.
No Close — Manual Pitch
1
Live calls ended without a decision
iCalls that went live but ended without a yes or a no. These leads are still warm — they need a manual follow-up pitch within 24 hours before interest cools off.
Going Cold — Book
4
No contact in 5–6 days
iActive leads in your pipeline who haven't been touched in 5–6 days. At 7+ days they become stale. Prioritize these before they cross into ghost territory.
Ghost Risk
3
No reply in 7+ days · escalate now
iLeads with zero contact or response in 7+ days. One last targeted attempt is warranted — if there's still no reply after that, flag and close the lead to keep your pipeline clean.
Today's Calls
—
No calls scheduled today
iCalls scheduled for today pulled from your GHL calendar. Use this as a quick morning check to see your live call load and confirm attendance before the day starts.
Enrolled This Week
3
Of 8 live calls · 37.5% close rate
iPaid clients closed this week across all offer types. A quick weekly health check on conversion — if this number stalls while bookings stay high, close rate is the issue to address.
Unconverted Qualifieds
| Contact | Call Date | Last Touched | Days Since Touch | Next Action | Priority |
|---|---|---|---|---|---|
| Veronica Jackson | Jul 15 | Jul 18 | 8 | Jul 28 — DM follow | Hot |
| Chris Mitchell | Jul 13 | Jul 16 | 11 | Overdue — call now | Hot |
| Tasha Anderson | Jul 12 | Jul 15 | 13 | Jul 29 — email | Warm |
| Nathan Robinson | Jul 11 | Jul 15 | 14 | Jul 28 — DM | Warm |
| Jasmine Evans | Jul 10 | Jul 14 | 17 | Aug 1 — check-in | Cold |
| Priya Johnson | Jul 18 | Jul 21 | 5 | Jul 30 — call | Hot |
| Sara Williams | Jul 16 | Jul 19 | 7 | Aug 1 — email | Warm |
| Darius Thomas | Jul 14 | Jul 17 | 9 | Aug 2 — DM check | Warm |
| Rachel White | Jul 12 | Jul 16 | 11 | Aug 3 — video DM | Cold |
| Marcus Clark | Jul 11 | Jul 15 | 14 | Aug 4 — last try | Cold |
| Aria Lewis | Jul 10 | Jul 15 | 18 | Going cold | Cold |
No-Show Recovery
| Contact | No-Show Date | Days Since | Notes | Action |
|---|---|---|---|---|
| Kayla Washington | Jul 22 | 3 | First no-show, expressed strong interest | Re-book |
| Brandon Harris | Jul 20 | 5 | Re-contacted Jul 21, waiting for reply | Re-book |
| Tanya Collins | Jul 18 | 7 | No response to DM yet | DM |
| Lisa Stewart | Jul 15 | 10 | No-showed once before, trying again | DM |
| Olivia Martin | Jul 12 | 13 | Final outreach recommended | Final |
| Jessica Thompson | Jul 19 | 6 | Said she had a conflict, wants to reschedule | DM |
| Carlos Garcia | Jul 17 | 8 | No contact made yet | DM |
| Sofia Martinez | Jul 14 | 11 | Replied to SMS, reconsidering | Warm |
| Ethan Robinson | Jul 11 | 14 | No response to email or DM | Final |
| Maya Davis | Jul 10 | 17 | Very cold — last attempt | Final |
Manage your team, integrations, and PifOS configuration. Changes here apply across the entire dashboard.
Settings
Team Roster
Setters
Closers
Integrations
Integration management will live here once Phase 2 is built
Processors
Payment processor configuration will live here
