Daily KPIs — Review & Confirm
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Pulling the latest numbers from GHL. Green = auto-synced. Amber = you enter. Edit anything that looks off, then confirm.
KPI Dashboard
Industry: Real Estate
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Today
Auto-synced from your CRM. No manual entry on this view.
New Leads
—
opps created in Speed To Lead
Outbound Calls
—
Discovery Calls
—
first call w/ a contact · target 30-45 min
Follow-up Calls
—
decision-maker chases, scheduling
Offers Made
—
Contracts Signed
—
This Week
Sat–Fri rollup of daily entries + manual revenue/ad spend.
SYNCED Auto-pulled from your daily entries
New Leads
—
opportunities created
Qualified Leads
—
webhook-fed
Contracts Signed
—
stage change in window
Deals Closed
—
closedWon stage in window
Outbound Calls
—
summed from daily
Long Calls (10+ min)
—
summed from daily
Avg Talk Time
—
long calls only
MANUAL Filled in once a week
AUTO-CALC Computed from synced + manual
Qualified Lead Ratio
—
qualified ÷ new leads
Lead → Contract
—
contracts ÷ new leads
Qualified → Contract
—
contracts ÷ qualified
Closing Rate SM3 ONLY
—
manual entry — terminal stages only
Avg Fee
—
revenue ÷ deals closed
ROAS
—
revenue ÷ ad spend
This Month
Calendar-month rollup with goal progress.
SYNCED Headline metrics
New Leads
—
vs 85–100 monthly target
Qualified Leads
—
webhook-fed
Contracts Signed
—
vs 5 minimum / 8–10 target
Deals Closed
—
closedWon stage in window
Gross Revenue
—
summed from weekly manual
Avg Fee
—
revenue ÷ deals closed
Outbound Calls
—
summed from daily
Avg Talk Time
—
long calls only
AUTO-CALC Ratios
Lead → Contract
—
target: 1/13.3 (≈7.5%)
Qualified → Contract
—
contracts ÷ qualified
Closing Rate
—
target: 50%
ROAS
—
revenue ÷ ad spend
TREND This month vs. last 3
LIFETIME All-time totals
Window:
→
Total Leads
—
window pace
Qualified Leads
—
passed disqualification
Contracts Signed
—
contract + closed combined
Deals Closed (SM3)
—
funded & paid
Lost After Contract (SM3)
—
no-close-after-contract
Qualified Lead Ratio
—
qualified ÷ leads
Lead → Contract
—
contracts ÷ leads
Qualified → Contract
—
contracts ÷ qualified
Closing Rate SM3 ONLY
—
terminal stages only
Gross Revenue
—
summed across all months
Avg Monthly Revenue
—
revenue ÷ months in window
Avg Fee
—
revenue ÷ closed deals (SM3)
This Quarter
Calendar-quarter rollup + funnel. Geographic + per-campaign ROAS deferred (data not yet plumbed).
SYNCED Headline metrics
New Leads
—
opportunities created in quarter
Qualified Leads
—
webhook-fed
Contracts Signed
—
stage change in quarter
Deals Closed
—
closedWon in quarter
Gross Revenue
—
summed from weekly manual
Avg Fee
—
revenue ÷ deals closed
Outbound Calls
—
summed from daily
Avg Talk Time
—
long calls only
FUNNEL Conversion at each step
DEFERRED Coming with new data sources
Geographic concentration
State-by-state breakdown of closed deals. Needs state extraction on opportunity contacts — not yet plumbed.
Per-campaign ROAS
Needs Google Ads connector. Manual ad spend on the weekly card is the temporary stand-in.
This Year
Calendar-year rollup. Sums each month's saved override (or live count when no override exists).
SYNCED Headline metrics
New Leads
—
summed across months
Qualified Leads
—
passed disqualification
Contracts Signed
—
contract + closed combined
Deals Closed
—
funded
Gross Revenue
—
summed across months
Avg Monthly Revenue
—
revenue ÷ months with data
Avg Fee
—
revenue ÷ deals closed
AUTO-CALC Ratios
Qualified Lead Ratio
—
qualified ÷ leads
Lead → Contract
—
contracts ÷ leads
Qualified → Contract
—
contracts ÷ qualified
Closing Rate
—
closed ÷ contracts
BREAKDOWN Month-by-month
Lifetime
All-time totals from your sheet. Edit below to update — both this view and the Monthly view's lifetime section reflect the same record.
LIFETIME All-time totals
Window:
→
Total Leads
—
window pace
Qualified Leads
—
passed disqualification
Contracts Signed
—
contract + closed combined
Deals Closed (SM3)
—
funded & paid
Lost After Contract (SM3)
—
no-close-after-contract
Qualified Lead Ratio
—
qualified ÷ leads
Lead → Contract
—
contracts ÷ leads
Qualified → Contract
—
contracts ÷ qualified
Closing Rate SM3 ONLY
—
terminal stages only
Gross Revenue
—
summed across all months
Avg Monthly Revenue
—
revenue ÷ months in window
Avg Fee
—
revenue ÷ closed deals (SM3)
Key Performance Indicators
Danger
Below Quota
Quota
Minimum
Goal
On Track
Great
Above Target
Epic
Top Tier
Performance Trends
Grade Improvement — Last 30 Days
A+AB+BC
Calls Scored Per Week
Daily Log
Daily KPI Report
Morning KPI Brief
Sent daily at 7:00 AM to casey@clutchhomes.com
Good morning, Casey.
Your team closed 3 deals yesterday totaling $450,000 in revenue. Close rate is up 4% this week at 28.3%.
Top performer: Marcus Webb — 2 contracts signed, A grade on last 4 calls.
Focus area: Andrea's follow-up cadence dropped 22% this week. Her callbacks are spacing 6+ days apart. Schedule a 1:1 to review her pipeline timing.
Next report: Tomorrow at 7:00 AM
Top performer: Marcus Webb — 2 contracts signed, A grade on last 4 calls.
Focus area: Andrea's follow-up cadence dropped 22% this week. Her callbacks are spacing 6+ days apart. Schedule a 1:1 to review her pipeline timing.
Next report: Tomorrow at 7:00 AM
Team Leaderboard
Ranked by Primary KPI
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