HS = queried from HubSpot by lead createdate cohort (current lifecyclestage for Active/NC/OH/Lost; timestamp for funnel progression).
✓ = exact from signed contacts array.
Active = current stage not in (Not Connected, On Hold, Lost, Subscriber, No-Show, Signed).
CAC = spend ÷ signed contacts. MROI = revenue ÷ spend.
Leads + CPL
MROI vs Spend
Spend Split by Product
Lead Funnel CVR by Cohort
Leads by Traffic Source (% of cohort)
Email Marketing Performance (MoM)
Month
# Emails
Sent
Open Rate
CTR
Uniq Clicks
Unsubs
Unsub %
Per Email Breakdown
Email Name ↕
Month ↕
Sent ↕
Delivered ↕
Open Rate ↕
CTR ↕
Clicks ↕
Unsubs ↕
Unsub % ↕
WhatsApp Performance (MoM)
Period
Sent
Delivered
Deliver Rate
Total Spend
Avg Cost/Msg
Delivery stats from Infobip cache (outbound only). Manual overrides for sent/delivered in data/wa-manual.json.
41 signed contacts · 7,363 total leads ·
All cohorts indexed to lead createdate month ·
Active = current stage not in NC / On Hold / Lost ·
Sales indexed to connect date ·
Generated 26 May 2026
CVR:
Active Deal Pipeline
Deals by Stage — Weighted Value (amt × prob)
Active pipeline: RTA → Contract Call Done. Bar height = weighted deal value (amount × close probability) per owner per stage. Excludes Contract Signed (closed won).
Lead Activity Status
Agent
Active
At Risk
Decaying
Dormant
Parked
Total
Revenue Forecast
Weighted Pipeline by Close Month (amt × prob)
Forecast
Owner
# Deals
Total Amt
Weighted
Primary Close
Deal Aging Analysis
Pipeline Aging Scatter — Days Stuck in Stage
Each bubble = one deal. Size = deal value. ■ <14d ■ 14–30d ■ >30d. Hover for details.
Agent Aging Heatmap — Avg Days per Stage
Performance — indexed to Connect date
Owner
Connected
→ Opp Qual
Days
→ RTA
Days
→ Viewing Done
Days
→ Contract
Days
→ Signed
Days
Deals Signed
Revenue
All counts and CVRs indexed to connect month (ts_connected). All CVR% are relative to Connected count. Days = median(exit date − enter date) per stage; contacts with no exit timestamp yet are excluded. When a month filter is active, CVR/counts reflect those months; Days remain all-time medians.