LM Lead Generation Dashboard
Trends
Toggle any metric to view it alone or overlaid. Submissions & Revenue are green. Typeform Views is a daily line that builds forward from the first sync (Typeform's API has no per-day view history) — see the all-time total in the tiles above.
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.
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.
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
Daily Meta ad spend (orange) against submissions. ROAS = new-sale revenue attributed to ads ÷ ad spend.
Top Ads by Spend
Which ads spent the most. 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.