LM Sales Dashboard

Closer Performance Calendly + payments

Any call hosted by a closer is a sales call; a paying client is credited to whichever closer hosted their most recent call before they paid. Revenue, deals, and close rate follow the date range at the top. Show rate comes from the EOD chat. Click a bar, or any stat tile, to open the people. Only counts closes where Calendly recorded that closer as the host.

Show Rate vs KPI

Sales Revenue vs KPI

Today's Calls Calendly

Who is on the schedule today, with their lead quality. Click a caller to see their submission and source; click a tile for the full roster.

Calls In Selected Period Calendly

Calls scheduled inside the dashboard's current date range, sorted by date. Click a tile to open the roster with lead quality.

Calendly Bookings Calendly

When people book their call vs when they applied, and same-day vs future bookings. Click a bar to see the leads.

Churn by Closer

Clients each closer closed who churned during the selected date range. Click a bar for the churned clients.