EXECUTIVE DASHBOARD
High-level business intelligence and performance metrics
Feb 17 - Mar 19
Revenue Overview
Revenue (MTD)
$42,500
Target: $500,0009%
$-457,500 to target
Revenue (YTD)
$403,500
Average LTV
$6,500
Target: $15,00043%
$-8,500 to target
MRR (Continuity)
$13,728
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Active Clients by Program
Main Program (8-Week)
4
Click to view client details
Continuity ($97/mo)
0
Dominate 90 ($25k)
1
D90 Payment Plans ($25k)
Active Plans
12
Cash Contracted
$195,000
Cash Collected
$52,500
26.9% collected
Cash Outstanding
$142,500
Payment Plan Details
| Client | Status | Monthly Payment | Payments Made | Remaining | Cash Collected | Outstanding | Next Payment |
|---|---|---|---|---|---|---|---|
| Nicholas Cole | active | $12,500 | 0 / 2 | 2 | $0 | $25,000 | 2/7/2026 |
| justin meidinger | active | $2,500 | 2 / 11 | 9 | $5,000 | $22,500 | 3/9/2026 |
| Jim Roberge | active | $5,000 | 3 / 6 | 3 | $15,000 | $15,000 | 4/14/2026 |
| Ryan DeArment | active | $12,500 | 0 / 1 | 1 | $0 | $12,500 | 2/27/2026 |
| Brad Hilleary | active | $12,500 | 0 / 1 | 1 | $0 | $12,500 | 2/27/2026 |
| Jeromy Jones | active | $12,500 | 1 / 2 | 1 | $12,500 | $12,500 | 3/9/2026 |
| Dustin Weber | active | $12,500 | 0 / 1 | 1 | $0 | $12,500 | 3/25/2026 |
| greg loman | active | $5,000 | 2 / 4 | 2 | $10,000 | $10,000 | 3/13/2026 |
| jimmy seifert | active | $2,500 | 1 / 3 | 2 | $2,500 | $5,000 | 4/1/2026 |
| daniel martin | active | $2,500 | 1 / 3 | 2 | $2,500 | $5,000 | 4/1/2026 |
| erik lacny | active | $2,500 | 1 / 3 | 2 | $2,500 | $5,000 | 4/1/2026 |
| matthew russell | active | $2,500 | 1 / 3 | 2 | $2,500 | $5,000 | 4/1/2026 |
Marketing & Sales Performance
Ad Spend
$7,852.18
ROAS (Front-End)
Contracted:2.55x
Actualized:1.59x
Target: 2.0x127%
+0.55x above target
ROAS (Overall)
Contracted:4.14x
Actualized:2.23x
Target: 3.0x138%
+1.14x above target
Booked Calls
19
19 Paid • 0 Organic • 19 Total
76.0% booking rate
Pipeline Value
$75,000
Booking Rate
76.0%
Target: 60.0%%127%
+16.0%% above target
Close Rate
21.1%
Target: 20.0%%105%
+1.1%% above target
Data Sync Status
Overall Status
All Systems OK
GoHighLevel
2 days ago
Meta Ads
less than a minute ago
Slack
less than a minute ago
Zoom
2 days ago
Authorize.net
less than a minute ago
Stripe
6 minutes ago
Fulfillment Status
Graduation Rate
0.0%
Target: 85.0%%0%
-85.0%% to target
On Track
2
Falling Behind
2
Not Started
0
Zoom Call Attendance
Average Attendance
41
Per call average
Monday Calls
4
Calls held (last 30 days)
Friday Calls
3
Calls held (last 30 days)