Key Metrics (Last 30 Days)
1st Appts Booked
--
Target
421/mo
--%
90d avg
--/day
--%
2nd Appts Booked
--
Target
89/mo
--%
90d avg
--/day
--%
SMS Response Rate
--%
90d avg: --%
--%
Marketing Spend
$--
Mktg Tgt
$9,885/mo
--%
Full Tgt
$27,484/mo
--%
Cost / 1st Appt
$--
90d avg: $--
--%
Contracts / Month
--
Target
6/mo
--%
90d avg
--/mo
--%
Rev / Deal
$--
Target
$25,786
--%
3mo avg
$--
--%
Profit / Deal
$--
Target
$23,655
--%
3mo avg
$--
--%
Monthly ROI
--%
Target
1,438%
--%
3mo avg
--%
--%
Email Open Rate
--%
90d avg: --%
--%
Outreach Volume (Last 30 Days)
SMS Channel
--.--%
--
Sent
90d: --/day --%
--
Received
90d: --/day --%
--.--%
Response Rate
90d avg: --%
Voice Channel (Retell AI)
--.--%
--
Calls Made
90d: --/day --%
--
Answered
90d: --/day --%
--.--%
Answer Rate
90d avg: --%
Email Channel
--.--%
--
Sent
90d: --/day --%
--
Opened
90d: --/day --%
--.--%
Open Rate
90d avg: --%
--
Delivered
--% rate
--
Bounced
--% rate
--
Spam / Unsub
--% spam
Voice Call Outcomes
--
Completed
--%
--
Voicemail / No Answer
--%
--
Failed
--%
--
Busy
--%
Appointments
1st Appointments
--
Booked
--
Showed
--
No-Show
--%
Show Rate
Appointment Results
2nd Appointments
--
Booked
--
Showed
--
No-Show
--%
Show Rate
Appointment Results
Conversion Trends (6 Weeks)
1st → 2nd Conversion Rate
--%
This week: --
Last week: --
Weekly Appointment Volume
--
1st: --
2nd: --
Channel Attribution
| Channel | 1st Appts | 2nd Appts | Deals | 1st→2nd % | Avg Touches |
|---|---|---|---|---|---|
| Loading... | |||||
Urgency Tier × Journey Matrix
| Urgency | Journey | 1st | 2nd | Conv % | Avg Equity |
|---|---|---|---|---|---|
| Loading... | |||||
Equity Progression (Pipeline Funnel)
Dispatch Pool
--
n=--
1st Appointment
--
n=--
2nd Appointment
--
n=--
Contract
--
n=--
Cost Breakdown (Last 30 Days)
SMS Cost
$--
-- messages
90d avg: $--/day
Twilio (Full Invoice)
$--
-- minutes
90d avg: $--/day
AI Voice Cost (Retell)
$--
-- calls
90d avg: $--/day
Total Cost
$--
all channels
90d avg: $--/day
Cost / 1st Appt
$--
per booking
90d avg: $--
Unit Economics
--
1st Appts
→
--%
--
2nd Appts
→
--%
--
Deals
| Month | 1st | 2nd | S&S | Sell | Cost | Save&Stay | Save&Sell | Net Rent | Revenue | Cost/Deal | Profit/Deal | ROI |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Expand section to load data | ||||||||||||
Cost / 2nd Appt & Cost / Deal
Revenue vs Cost
Cost Composition (Vendor)
Pipeline Funnel Trend
Save & Sell (Flips) — Deal Size Distribution
--
Save & Stay (Rental) — Deal Size Distribution
--
Dispatch Pool (Today)
Eligible Contacts
--
in dispatch pool
SMS Eligible
--
mobile phones
Voice Eligible
--
all phone types
Sent Today
--
SMS + Voice
Urgent (7 days)
--
auction within 7 days
Charts
Dispatch Pool by Channel (Today)
Voice Call Outcomes
Email Engagement Funnel