Marketing outlay against fees generated, by month.
Return by Channel
Revenue generated per dollar spent (ROAS).
Channel Breakdown
YTD
SMS Volume & Response
Messages sent and reply rate over time.
Funnel from SMS
From send to signed contract.
Campaigns
By list / market
Securing the Property
Under contract, working toward clear-to-assign
Connecting a Buyer
Contracts in hand, matching to end buyers
+
Daily KPI Entry
This is where you or a VA logs daily activity: dials, texts sent, conversations, offers made, and contracts locked. Those entries feed every chart on the other tabs. Use the button below or the Log Entry button up top.
K
KPI Advisor
Reads your live numbers and tells you where to focus. Ask anything about the pipeline.
✦
Ready when you are
Hit Analyze KPIs and the advisor reviews every conversion gate, your spend efficiency, and pipeline health, then hands back a plain-English read and the next moves. In the live version this runs on Claude against your real Contract Flips and GoHighLevel data.