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— today
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— active campaigns
—
cost per lead
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active projects
Leads by Referrer
Leads by Source
Spend by Referrer
Spend by Source
Salesforce Pipeline
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— open
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— % conversion rate
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— % of routed
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— total matters
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— won matters
SF Leads by Status and Created Date
Matters by Stage
Ringba Call Tracking
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— live now
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— connected
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— converted
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— telco cost
Calls Over Time
Calls by Number Pool
Campaign Performance
| Campaign | Publisher | Target | Total | Routed | Signed | Converted | Paid | Avg Dur. | Revenue | Payout | Profit | Margin | RPC | Calls |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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Five9 Call Tracking
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— inbound
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— answered
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— outbound
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— 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 + OpenAI + Radio + Billboard)
Spend by Referrer
Spend by UTM Source
No rows match “”.
Google Ads Performance
—
— campaigns
—
— CTR
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— avg CPL
—
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
Refresh Meta data
—
—
—
total views
—
— CTR
—
— avg CPL
—
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
—
— campaigns
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— VTR
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— avg CPM
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unique reached
Vibe Campaigns by Spend
| Campaign | Advertiser | Spend | Impressions | Completed Views | VTR | CPM | Households |
|---|---|---|---|---|---|---|---|
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OpenAI Ads Performance
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— campaigns
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— CTR
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— avg CPC
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tracked by OpenAI
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— CPL
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— of leads
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— of leads
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— of leads
No Salesforce leads are attributed to OpenAI in this period. Lead outcomes require the ad
destination URLs to carry utm_source=openai (or
chatgpt) and
utm_campaign. Spend, impressions, clicks and
OpenAI-tracked conversions are unaffected.
OpenAI Campaigns by Spend
| Campaign | Account | Spend | Impressions | Clicks | CTR | CPC | Conversions | Leads | Contacted | Routed | Signed | CPL |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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TikTok Ads Performance
—
— campaigns
—
— CTR
—
— avg CPC
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tracked by TikTok
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— CPL
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— of leads
—
— of leads
—
— of leads
No Salesforce leads are attributed to TikTok in this period. Lead outcomes require the ad
destination URLs to carry utm_source=tiktok.
Spend, impressions, clicks and TikTok-tracked conversions are unaffected.
TikTok Campaigns by Spend
| Campaign | Account | Spend | Impressions | Clicks | CTR | CPC | Conversions | Leads | Contacted | Routed | Signed | CPL |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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Configure Report
No joins — single table query
No filters added
Select columns and click Run Query
My Saved Reports
The below cards show the data for leads created within the date range. Spend = total FB spend; Revenue = Signs × avg CVFO (state-based forecast).
close_date is a
month-end forecast, so part of $ Won is dated by estimate.
No rows match “”.
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 Campaign by State
| Campaign / State ⇅ | 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 Adset by State
| Adset / State ⇅ | 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 Ad by State
| Ad / State ⇅ | 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 ⇅ | CVFO ⇅ | Spend ⇅ | Revenue ⇅ | ROAS ⇅ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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By Partner
| Partner ⇅ | Rte ⇅ | Pending ⇅ | Declined ⇅ | Signs ⇅ | % D ⇅ | % P ⇅ | % S ⇅ | Falloff ⇅ | F % ⇅ | % Monetized ⇅ | CPL ⇅ | CPRL ⇅ | CPA ⇅ | FB ⇅ | Revenue ⇅ | ROAS ⇅ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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By Partner (First Look)
| Partner ⇅ | Rte ⇅ | Pending ⇅ | Declined ⇅ | Signs ⇅ | % D ⇅ | % P ⇅ | % S ⇅ | Falloff ⇅ | F % ⇅ | % Monetized ⇅ |
|---|---|---|---|---|---|---|---|---|---|---|
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By Partner (Second Look)
| Partner ⇅ | Re-Route Cnt ⇅ | Pending ⇅ | Declined ⇅ | Signs ⇅ | % D ⇅ | % P ⇅ | % S ⇅ | Falloff ⇅ | F % ⇅ | % Monetized ⇅ |
|---|---|---|---|---|---|---|---|---|---|---|
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By Lead Source
| Source ⇅ | Leads ⇅ | Con ⇅ | Rte ⇅ | Signs ⇅ | % Con ⇅ | % Rte ⇅ | %RSign ⇅ | % Sign ⇅ | CPL ⇅ | CPRL ⇅ | CPA ⇅ | CVFO ⇅ | FB 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 ⇅ | FB ⇅ | Google ⇅ | Vibe ⇅ | Radio ⇅ | Billboard ⇅ | 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 ⇅ | FB ⇅ | Google ⇅ | Vibe ⇅ | Radio ⇅ | Billboard ⇅ | 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 ⇅ | FB ⇅ | Google ⇅ | Vibe ⇅ | Radio ⇅ | Billboard ⇅ | Spend ⇅ | CVFO ⇅ | Revenue ⇅ | CPL ⇅ | CPA ⇅ | ROAS ⇅ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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Spend By Day By State
| Day ⇅ | State ⇅ | Leads ⇅ | Contacted ⇅ | Routed ⇅ | Pending ⇅ | Signs ⇅ | Contact ⇅ | Sign ⇅ | FB ⇅ | Google ⇅ | Vibe ⇅ | Radio ⇅ | Billboard ⇅ | Spend ⇅ | CVFO ⇅ | Revenue ⇅ | CPL ⇅ | CPA ⇅ | ROAS ⇅ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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FB CPA Heatmap tile size = FB spend · color = CPA (red high → green low)
Radio Spend
Manually tracked radio buys. A total entered over a date range is split evenly across each day (one row per day + state + referrer). The list is filtered by the date range in the header above (and optionally by state).
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
—| Date | State | Referrer | Spend | Notes | Added by | Added at | Actions |
|---|---|---|---|---|---|---|---|
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Billboard Spend
Manually tracked billboard buys. A total entered over a date range is split evenly across each day (one row per day + state + referrer). The list is filtered by the date range in the header above (and optionally by state).
Add Billboard 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
—| Date | State | Referrer | Spend | Notes | Added by | Added at | Actions |
|---|---|---|---|---|---|---|---|
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Manage Users
Admin-only. Change roles, remove users, or invite new ones.
| Name | Role | Created | Last Login | Actions | |
|---|---|---|---|---|---|
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