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Automation Hub

3 modules active

Lead Scoring
Auto Comms
Pipeline

Total Leads

50

+12%vs last month

Conversion Rate

4%

+3.2%vs last month

Monthly Revenue

$301k

+18%vs last month

Active Reps

6

2 in training

Hot Leads
19
Aged Leads (7+ days)
2
Today's Appointments
30
At Risk (90-day)
5

Lead Sources

Door-to-Door
1428%
Digital Ads
1326%
Events
1122%
Referrals
1224%

Pipeline Overview

50

Total leads

$59k

Pipeline value

Lead Distribution

Door Knocking14 (28%)
Digital Ads13 (26%)
Referrals12 (24%)
Events11 (22%)

50

Total leads

Door Knocking

Top source

Weekly Performance

Leads
Revenue

478

8-week leads

$184k

8-week revenue

Top Performers

1

Sarah Williams

South District

$62,300

38% close

2

Emily Rodriguez

West District

$54,800

35% close

3

Michael Brown

South District

$52,100

34% close

4

Marcus Johnson

North District

$47,500

32% close

Recent Activity

Live updates

New lead Robert Anderson from door knocking

2 hours ago

Appointment confirmed with Karen Clark

3 hours ago

Elizabeth Taylor installation completed!

5 hours ago

Cold Lead Re-engagement sent 45 messages

6 hours ago

Martha Phillips flagged as high chargeback risk

8 hours ago

Daniel Jackson moved to Appointment Set

1 day ago