Executive Intelligence
Portfolio Performance
Live Lead Pipeline
Total Leads
—
Intake
0
Hot Priority
0
Normal Priority
0
Revenue
$1.07M
127 deals closed
trending_up23%
Expense
$42K
Revenue per day
trending_up11%
Profit Margin
23.5%
Net margin maintained
trending_up3%
$45
Cost Per Lead
arrow_downward12% QoQ
$8,420
Avg. Assignment
arrow_upward15% QoQ
$3,740
Acquisition Cost
arrow_downward5% QoQ
6.8:1
LTV to CAC Ratio
arrow_upward22% QoQ
45
Cash Conversion (Days)
arrow_downward18% QoQ
Operational Trend Analysis
New Leads
38 Total
+12%
400
MonTueWedThuFriSatSun
Opportunities
22 Total
+5%
300
MonTueWedThuFriSatSun
Offers Made
18 Total
-15%
200
MonTueWedThuFriSatSun
Deals Closed
6 Total
+22%
100
MonTueWedThuFriSatSun
Cold Call Performance
Dial Time
-12%2.4 mins
Calls
/ agent1,500
Contacts
10.0%150
Leads Generated
1.0%15
Appts Set
26% conv.4
Flow & Health
Sales Pipeline Flow
Stage: Leads =100% of pipeline
2,847Stage: Opportunities39.2% conversion
1,115Stage: Offers Made61.4% of opportunities
685Stage: Deals Closed18.5% offer close rate
127Conversion Health Check
39.2%Lead → Opportunity
trending_up2.1%
61.4%Opportunity → Offer
trending_down3.2%
18.5%Offer → Close
trending_down1.8%
4.5%Overall Conversion
trending_down0.3%