Conversion Funnel
Dials → Cash, current periodDaily Cash Collected
deals ledger, current periodSetter Performance
by shown rateRep Performance
by close rate🏆 Rep Leaderboard
ranked by cash collected🏆 Setter Leaderboard
ranked by shown callsWeekly Head-to-Head
this week vs last weekTeam — Setters & Reps
Show rate = shows ÷ sets · Close rate = deals ÷ shows · Earnings/call = cash ÷ shows · “—” = denominator too thin to be honest · ⚠ = rate above 100% because shows are under-logged (deals come from the deals ledger, shows only from EODs)
How data flows
CalendlyBookings & no-shows
→
FathomCall held + duration
→
GHLDeal won + cash amount
→
REPSShow rate · Close rate · Earnings/call
Each booking joins to its Fathom recording and GHL opportunity by contact email. That join is what produces show rate, close rate and earnings per call per setter and per rep — no manual EODs needed.