LM Lead Generation Dashboard
Trends
Toggle any metric to view it alone or overlaid. Submissions & Revenue are green. Accounts Reached is your real daily Instagram reach (from the Graph API), on its own right axis so it doesn't flatten the smaller lines.
Lead Quality Over Time
Avg score (0-10) of completed leads per day.
Exact points
Lead Source
High-level channels. Click a bar to drill into the exact ads / posts, with % and links.
Leads per Day by Source
Where each day's leads came from (stacked).
Applicant Revenue
Self-reported monthly revenue of completed leads. Click a bar to see who they are and when they came in.
Submissions by Format
GS / BR / Carousel / Story / Bio / Ads. Click to see the leads.
Revenue by Format Stripe
Closed revenue attributed to each content format.
Revenue by Post / Ad / Source Stripe
Which exact posts or ads generated revenue in this period. Click to open.
Lead Quality by Source
Average lead-quality score per channel (0-10). Click a bar to drill into the specific posts/ads/DMs and the leads.
Content Posts
By Day: posts published each day (stacked by format) with Submissions / Lead Quality / Revenue lines, toggle any in the legend. Top Posts: every content post ranked by the leads it brought in, colored + labeled by average quality. Click a day or a post to drill into the leads.
Ad Decisions, Keep, Scale, or Cut Meta
Every ad spending in the selected range, matched to the leads its content brought in, organic and paid combined, because your ads are your posts (a "8/12 GS" lead can come from the post or from commenting ManyChat on that post boosted as an ad). Scale = cheap high-quality leads, Cut = spending with no quality leads. Click a row for the leads.
Clients · Churn & Retention ClickUp + Stripe
ClickUp Client Records joined to Stripe (LTV, recurring included) and Typeform lead source. Churn timing uses Offboarding Date, else last payment.
Churn by Lead Source
Where churned & at-risk clients originally came from. Click a bar to see who.
Churn Rate by Lead Quality
Share of clients that churned, by their original lead-quality band.
Lifetime Value by Lead Source
Total client LTV per acquisition channel (recurring included). Click a bar to see the clients, highest LTV first.
Today's Calls Calendly
Who is on the schedule today, with their lead quality. Click any tile or a name to open 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.
Calls Booked by Source / Post Calendly
Which posts, ads, and DMs booked audit calls, organic B-roll posts show here even before any revenue closes. Click a bar to see the exact posts.
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.
How far out they book the call (click a bar for the leads)
New-sale revenue by booking timing (same-day vs future)
Ad Spend & ROAS Meta
ROAS = new-sale revenue attributed to ads ÷ ad spend.
Ad spend (bars) vs reach, submissions, and lead quality, toggle any line in the legend. Click a day, or drag across several days, to see every organic post + ad that ran in that span.
Top Ads
Ranked by spend, reach, or link clicks (traffic). Reach/clicks surface the top-of-funnel ads that drive profile traffic. Click a bar to open the ad and see its leads.
ROAS by Ad
Return on ad spend per ad that produced revenue (revenue ÷ spend). Click to see the buyers.
ROAS Over Time
New-sale revenue from ad leads ÷ ad spend, per period. Click a bar for the buyers.