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Reports

Money per client, how long clients stay, and where leads land.

Client money

$16,500 MRR across 7 retainers
  • Harbor Dental GroupDoing
    Fee
    $3,500
    Collected
    $14,000
    Open
    $3,500
  • Summit Physical TherapyDoing
    Fee
    $2,750
    Collected
    $11,000
    Open
    $2,750
  • Willow Creek LandscapingDoing
    Fee
    $2,100
    Collected
    $8,400
    Open
    $0
  • Lakeview Realty PartnersPaused
    Fee
    $5,000
    Collected
    $5,000
    Open
    $0
  • Ironclad Security SystemsIntro
    Fee
    $4,200
    Collected
    $4,200
    Open
    $0
  • Pinnacle Roofing CoPaused
    Fee
    $3,100
    Collected
    $3,100
    Open
    $0
  • Northside Auto RepairProposal
    Fee
    $1,800
    Collected
    $1,800
    Open
    $0
  • Bright Path TutoringIntro
    Fee
    $1,200
    Collected
    $1,200
    Open
    $0
  • Ember Coffee RoastersProposal
    Fee
    $950
    Collected
    $950
    Open
    $0
  • Cedar & Oak InteriorsTalking
    Fee
    $0
    Collected
    $0
    Open
    $0
  • Maple Row BakeryTalking
    Fee
    $0
    Collected
    $0
    Open
    $0

Weighted pipeline

$18,400 unweighted
Talking2 deals · $0 × 10%$0
Intro2 deals · $5,400 × 25%$1,350
Proposal3 deals · $5,150 × 50%$2,575
Doing3 deals · $7,850 × 90%$7,065
Weighted total$10,990

Retention

avg 4 months
  • Pinnacle Roofing Co7 months
  • Maple Row Bakery6 months
  • Willow Creek Landscaping6 months
  • Ironclad Security Systems5 months
  • Ember Coffee Roasters4 months
  • Lakeview Realty Partners4 months
  • Summit Physical Therapy3 months
  • Cedar & Oak Interiors3 months
  • Bright Path Tutoring2 months
  • Northside Auto Repair58 days

Lead funnel

18% converted
New3
Contacted3
Qualified2
Converted2
Lost1