PI Dashboard

Total Leads

—

— today

Total Spend

—

G — M — V — R —

— active campaigns

Avg CPL

—

cost per lead

Lead Sources

—

active projects

Leads by Referrer

Leads by Source

Spend by Referrer

Spend by Source

Salesforce Pipeline

SF Leads

—

— open

Routed

—

— % conversion rate

Signed

—

— total matters

Total Settlement

—

— won matters

SF Leads by Status and Created Date

Matters by Stage

Ringba Call Tracking

Total Calls

—

— live now

Answer Rate

—

— connected

Conversion Rate

—

— converted

Avg Duration

—

— telco cost

Calls Over Time

Calls by Number Pool

Campaign Performance

Campaign Publisher Target Total Connected Converted Paid Avg Dur. Calls
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Five9 Call Tracking

Total Calls

—

— inbound

Answer Rate

—

— answered

Transferred

—

— outbound

Avg Talk Time

—

— total cost

Calls Over Time

Calls by Disposition

Campaign Performance

Campaign Total Inbound Outbound Answered Answer % Avg Talk Transferred Calls
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Leads Over Time

Leads by Referrer

Leads by UTM Source

Spend Over Time (Google + Meta + Vibe + Radio)

Spend by Referrer

Spend by UTM Source

Google Ads Performance

Impressions

—

— campaigns

Clicks

—

— CTR

Total Spend

—

— avg CPL

Lead Actions

—

tracked by Google

Google Campaigns by Spend

Campaign Impressions Clicks CTR Spend Avg CPL Lead Actions Routed Signed CPR
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Meta Ads Performance

Impressions

—

total views

Clicks

—

— CTR

Total Spend

—

— avg CPL

Lead Actions

—

Meta-tracked form fills

Meta Campaigns by Spend

Campaign Account Spend Impressions Clicks CTR Avg CPL Leads Routed Signed CPR
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Vibe CTV Performance

Impressions

—

— campaigns

Completed Views

—

— VTR

Total Spend

—

— avg CPM

Households

—

unique reached

Vibe Campaigns by Spend

Campaign Advertiser Spend Impressions Completed Views VTR CPM Households
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Configure Report

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My Saved Reports

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The below cards show the data for leads created within the date range. Spend = total Meta spend; Revenue = Signs × avg CVFO (state-based forecast).

FB Overall

Leads Contacted Routed Pending Signs Proj S %C %R %RC %S %PS CPL CPRL CPA CVFO Spend Revenue ROAS PROAS
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FB by State

State ⇅ Leads ⇅ Contacted ⇅ Routed ⇅ Signs ⇅ % Contacted ⇅ % Routed ⇅ % RSigned ⇅ % Signed ⇅ CPL ⇅ CPRL ⇅ CPA ⇅ CVFO ⇅ Spend ⇅ Revenue ⇅ ROAS ⇅
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FB by Campaign

Campaign Name ⇅ Leads ⇅ Con ⇅ Rte ⇅ Signs ⇅ % Con ⇅ % Rte ⇅ % RSign ⇅ % Sign ⇅ CPL ⇅ CPRL ⇅ CPA ⇅ CVFO ⇅ Spend ⇅ Revenue ⇅ ROAS ⇅
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FB by Adset

Adset Name ⇅ Leads ⇅ Con ⇅ Rte ⇅ Signs ⇅ % Con ⇅ % Rte ⇅ % RSign ⇅ % Sign ⇅ CPL ⇅ CPRL ⇅ CPA ⇅ CVFO ⇅ Spend ⇅ Revenue ⇅ ROAS ⇅
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FB by Ad

Ad Name ⇅ Leads ⇅ Con ⇅ Rte ⇅ Signs ⇅ % Con ⇅ % Rte ⇅ % RSign ⇅ % Sign ⇅ CPL ⇅ CPRL ⇅ CPA ⇅ CVFO ⇅ Spend ⇅ Revenue ⇅ ROAS ⇅
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FB by Account

Account ⇅ Leads ⇅ Contacted ⇅ Routed ⇅ Signs ⇅ % Contacted ⇅ % Routed ⇅ % RSigned ⇅ % Signed ⇅ CPL ⇅ CPRL ⇅ CPA ⇅ CVFO ⇅ Spend ⇅ Revenue ⇅ ROAS ⇅
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FB by Account & State

Acct ⇅ State ⇅ Leads ⇅ Contacted ⇅ Routed ⇅ Signs ⇅ % Contacted ⇅ % Routed ⇅ % RSigned ⇅ % Signed ⇅ CPL ⇅ CPRL ⇅ CPA ⇅ CVFO ⇅ Spend ⇅ Revenue ⇅ ROAS ⇅
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By Referrer

Referrer ⇅ Leads ⇅ Con ⇅ Rte ⇅ Signs ⇅ % Con ⇅ % Rte ⇅ % RSign ⇅ % Sign ⇅ CPL ⇅ CPRL ⇅ CPA ⇅ ROAS ⇅
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By Partner

Partner ⇅ Rte ⇅ Pending ⇅ Declined ⇅ Signs ⇅ % D ⇅ % P ⇅ % S ⇅ Falloff ⇅ F % ⇅ % Monetized ⇅ CPL ⇅ CPRL ⇅ CPA ⇅ Meta ⇅ Revenue ⇅ ROAS ⇅
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By Lead Source

Source ⇅ Leads ⇅ Con ⇅ Rte ⇅ Signs ⇅ % Con ⇅ % Rte ⇅ %RSign ⇅ % Sign ⇅ CPL ⇅ CPRL ⇅ CPA ⇅ Meta Spend ⇅ Revenue ⇅ ROAS ⇅
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The below cards show actual routed and sign counts within the date range. Contacted counts are of the leads within the range, how many were contacted, not total contacted leads for the date range. Signed % is simply the signed for the week / leads created for the week. This is useful, but can't distort it, for example if we brought few new leads in and signed a bunch of older leads, this number would be inflated. It's still useful in general to keep an eye on sign volume to new lead volume.

Total Spend

Spend By Week

Wk End ⇅ Leads ⇅ Contacted ⇅ Routed ⇅ Pending ⇅ Signs ⇅ Contact ⇅ Sign ⇅ Meta ⇅ Google ⇅ Spend ⇅ CVFO ⇅ Revenue ⇅ CPL ⇅ CPA ⇅ ROAS ⇅
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Spend By Week By State

Wk End ⇅ State ⇅ Leads ⇅ Contacted ⇅ Routed ⇅ Pending ⇅ Signs ⇅ Contact ⇅ Sign ⇅ Meta ⇅ Google ⇅ Spend ⇅ CVFO ⇅ Revenue ⇅ CPL ⇅ CPA ⇅ ROAS ⇅
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Total Spend By Day

Routed / Contacted / Signed By Day

Spend By Day

Day ⇅ Leads ⇅ Contacted ⇅ Routed ⇅ Pending ⇅ Signs ⇅ Contact ⇅ Sign ⇅ Meta ⇅ Google ⇅ Spend ⇅ CVFO ⇅ Revenue ⇅ CPL ⇅ CPA ⇅ ROAS ⇅
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Spend By Day By State

Day ⇅ State ⇅ Leads ⇅ Contacted ⇅ Routed ⇅ Pending ⇅ Signs ⇅ Contact ⇅ Sign ⇅ Meta ⇅ Google ⇅ Spend ⇅ CVFO ⇅ Revenue ⇅ CPL ⇅ CPA ⇅ ROAS ⇅
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FB CPA Heatmap tile size = Meta spend · color = CPA (red high → green low)

Radio Spend

Manually tracked radio buys. Each row is a period total. Filtered by the date range in the header above.

Add Radio Spend

Referrer URLs are sourced from leads currently in the warehouse. New URLs appear automatically once leads from a new landing page arrive.

Spend Entries

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Start End Referrer URL Spend Notes Added by Added at Actions
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Manage Users

Admin-only. Change roles, remove users, or invite new ones.

Email Name Role Created Last Login Actions
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