Overview
01/11/2026 – 03/11/2026 (so far) · compared with 29/10/2026 – 31/10/2026
Executive KPIs
Total leads
13
+18.2%vs 11
Sales qualified (SQL)
0
0vs 0
Booked
5
-44.4%vs 9
Sat
3
+0.0%vs 3
Won
0
-100.0%vs 1
Revenue
$0
$0vs $0
Retainer paid, by Date Signed
Data gaps in the CRM (4) - all time, not just this period
- 590 leads were called and reached the strategy call but have no Lead Quality, so they can't count as SQL. See which
- 104 Booked leads have no Call Date, so they aren't in any period. See which
- 2 opportunities have Retainer paid but no Date Signed, so their Amount isn't in any period's revenue. See which
- 16 signed opportunities don't have Retainer = Paid yet, so they aren't counted as revenue. See which
- Booked, SQL and Sat are dated by Call Date, Won by Won Date, and revenue by the opportunity's Date Signed. The CRM keeps no history of earlier Stage changes, so they're judged on each lead's current Stage.
Marketing platform performance
By the contact's “Heard us from”. Click any number to see those leads.
Won lead attribution
Leads whose Stage became Won in this period, and revenue signed (Retainer paid) in it. Group by any dimension; click a row to narrow to it and break it down further.
No Won leads in this period.