Leadership Overview
Leads ReceivedMarketing leads in the period
Leads Worked
Qualified Leads
Disqualified Leads
Sent to Sales
Existing ClientClick to view
Open · In ProgressUntriaged, under 72h
Abandoned LeadsUntriaged, over 72h
Paid ConsultationClick to view
Sales activity in this period · matches the Sales tab
Counts every deal in the sales pipelines, including clients not classified as marketing leads, which is why these can exceed the funnel below.
Consultations BookedConsultation date in the period
Retainers SignedMarked won in the period
Total RevenueValue of those retainers
Conversion Funnel
Follows only the leads received in this period and where they stand today, so a month still in progress shows few signed. The boxes above count consultations and retainers that happened in the period for every client, including leads that arrived earlier, and those match the Sales tab.
Disqualification Reason
| Reason | Count |
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