Dashboard Metrics Key

Complete guide to understanding all metrics in the Client Intake Pro system

Revenue Intelligence

Cash Collected

Payments successfully processed and received. This is actual money in the bank.

Formula:

Sum of all completed payment transactions

Forecasted Revenue

Revenue from closed deals that haven't been fully paid yet. Includes payment plans and pending invoices.

Formula:

Total Deal Value - Cash Collected

Total Revenue Generated

Complete picture of all revenue - both collected and forecasted.

Formula:

Cash Collected + Forecasted Revenue

Collection Rate

Percentage of total revenue that has been collected as cash. Higher is better.

Formula:

(Cash Collected / Total Revenue Generated) × 100

Conversion Analytics

Conversion Rate

Updated

The percentage of completed consultations that result in closed deals. This is THE key sales metric.

Formula:

(Deals Closed / Consultations Completed) × 100

📝 Previously called 'Win Rate' - same metric, clearer name

Consultations Booked

Number of consultation appointments scheduled with clients.

Formula:

Count of consultations with consultation_date set

Consultations Completed

Consultations that actually happened (client showed up and meeting occurred).

Formula:

Count where consultation_completed = true

Deals Closed

Consultations that resulted in a sale (status = 'Closed Won').

Formula:

Count where status = 'Closed Won'

Lead Temperature

HOT Lead

High-intent prospect ready to buy now. Requires immediate follow-up.

Indicators:

Requested pricing, asked to book consultation, urgent timeline

WARM Lead

Interested prospect researching options. Needs nurturing and education.

Indicators:

Downloaded content, attended webinar, general inquiry

COLD Lead

Early-stage prospect with minimal engagement. Long-term nurture required.

Indicators:

Subscribed to list, minimal engagement, passive interest

Lead Sources

Lead Source

The channel or method through which a prospect first discovered your service.

Examples:

Webinar, Facebook Ads, Instagram, Referral, YouTube

Source Conversion Rate

How well each lead source converts to closed deals.

Formula:

(Conversions from Source / Consultations from Source) × 100

💡 Insight:

Helps identify which marketing channels deliver the best ROI

Cost Per Lead

Average cost to acquire one lead from a specific source.

Formula:

Total Source Cost / Total Leads from Source

Team Performance

Rep Conversion Rate

Individual consultant's success rate at closing deals.

Formula:

(Rep's Closed Deals / Rep's Completed Consultations) × 100

Average Deal Size

Typical value of deals closed by a consultant.

Formula:

Total Revenue / Number of Deals Closed

Commission Earned

Total commission earned from closed deals based on commission rate.

Formula:

Sum of (Cash Collected × Commission Rate)

Commission Status

Pending Commission

Commission earned but not yet approved for payout.

Awaiting admin review

Approved Commission

Commission approved for payout but not yet paid.

Ready for payment processing

Paid Commission

Commission that has been paid to the consultant.

Payment completed and recorded

Quick Reference: Key Success Metrics

🎯 Target Conversion Rate

30-40%

Industry benchmark for trust consultations

💰 Target Collection Rate

70-80%

For payment plan customers

🔥 HOT Lead Conversion

50-60%

Expected conversion for high-intent leads

⚡ Response Time (HOT)

< 5 min

Critical for hot lead conversion