Dashboard Configuration

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💡

Data Never Lies… But It Does Ghost You

90% of marketers admit they thought their campaign was doing great—until the data said otherwise. Always check before bragging.

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Showing report for: Current Month
Revenue
$0
Deals Won
0
Avg Deal Value
$0
Conversion Rate
0%
Pipeline Value
$0
Total Leads
0
Ad Spend
$0
Cost per Lead
$0
Open Opportunities
0
Meta Conversions
0
Google Conversions
0
ROAS
0x
Attribution Score
0%

📋 Overview

Executive summary and key highlights for this period

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📊 Performance

Detailed performance analysis and metrics

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✅ Work Done

Completed tasks and achievements

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🎯 Work Planned

Upcoming initiatives and planned activities

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💡 Opportunities

Strategic opportunities and recommendations

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Total Leads
Total Leads
The total number of opportunities/leads generated in the selected time period.
Count of all opportunities with dateCreated in range
-
+12.3%
Total Revenue
Total Revenue
Total revenue generated from won opportunities/closed deals in the selected time period.
Sum of monetaryValue where status = 'won'
$0
+18.5%
Potential Revenue
Potential Revenue
Total potential revenue from open opportunities that haven't been won or lost yet.
Sum of monetaryValue where status = 'open'
$0
+8.2%
Conversion Rate
Conversion Rate
Percentage of opportunities that resulted in a closed won deal.
(Won Opportunities ÷ Total Opportunities) × 100
0%
+2.1%
Avg Deal Value
Average Deal Value
Average monetary value of successfully closed (won) deals.
Total Revenue ÷ Number of Won Opportunities
$0
+5.7%
Avg Opportunity Value
Average Opportunity Value
Average monetary value of all opportunities regardless of status.
Total Opportunity Value ÷ Total Opportunities
$0
+3.4%
Total Ad Spend
Total Ad Spend
Combined advertising spend across Meta and Google Ads platforms.
Meta Ad Spend + Google Ad Spend
$0
+8.5%
Total Ad Conversions
Total Ad Conversions
Combined conversions from Meta and Google Ads campaigns.
Meta Conversions + Google Conversions
0
+15.2%
Combined CTR
Combined Click-Through Rate
Weighted average click-through rate across Meta and Google Ads based on impressions.
(Meta Clicks + Google Clicks) ÷ (Meta Impressions + Google Impressions) × 100
0.0%
+2.1%
Combined Cost Per Lead
Combined Cost Per Lead
Average cost to acquire one lead across all paid advertising platforms.
Total Ad Spend ÷ Total Ad Conversions
$0
-7.3%
Won Opportunities
-
Open Opportunities
-
Lost Opportunities
-
Total Ad Spend
Total Ad Spend
Total amount spent on Meta (Facebook/Instagram) advertising campaigns.
Sum of 'Amount Spent' from Meta ads data
$0
Ad ROAS
Return on Ad Spend (ROAS)
How much revenue is generated for every dollar spent on advertising.
Total Conversion Value ÷ Total Ad Spend
0x
Ad Conversions
Ad Conversions
Total number of conversions generated from Meta advertising campaigns.
Sum of all conversion types (Bleph, CO2, CoolSculpting, etc.)
0
Avg CPC
Average Cost Per Click
Average amount paid for each click on your Meta ads.
Total Ad Spend ÷ Total Clicks
$0
Cost Per Lead
Cost Per Lead
Average cost to acquire one lead through Meta advertising.
Total Ad Spend ÷ Total Ad Conversions
$0
Attribution ROI
Attribution ROI
Return on investment from Meta ads based on actual opportunity value generated.
Total Attributed Revenue ÷ Total Ad Spend
0x
Correlation Score
Correlation Score
Statistical correlation between Meta ad spend and lead generation (Pearson coefficient).
Pearson correlation between daily ad spend and daily leads
0%
Attributed Leads
Attributed Leads
Number of leads that can be attributed to Meta advertising based on date correlation.
Count of Facebook/Social source leads matching ad campaign dates
0
Google Ad Spend
Google Ad Spend
Total amount spent on Google Ads campaigns.
Sum of 'Cost (Spend)' from Google Ads data
$0
Google Conversions
Google Conversions
Total number of conversions generated from Google Ads campaigns.
Sum of 'Conversions' from Google Ads data
0
Google CTR
Google Click-Through Rate
Average click-through rate across all Google Ads campaigns.
Total Clicks ÷ Total Impressions × 100
0%
Google CPC
Google Cost Per Click
Average cost per click across all Google Ads campaigns.
Total Spend ÷ Total Clicks
$0

🧠 Business Intelligence & Optimization

AI-powered insights and actionable recommendations for campaign optimization

🎯 Service Performance Matrix
Service Performance Matrix
Bubble chart showing the relationship between advertising cost, click-through rate, and conversion volume for each service.
Bubble chart: X=Cost, Y=CTR, Bubble size=Conversions by service

Cost vs CTR vs Conversion Volume (Bubble size = conversions)

📈 Service ROI Trends

Monthly return on investment by service category

💡 AI-Powered Recommendations

Data-driven insights for campaign optimization and budget allocation

📈 Revenue vs Opportunity Trend
Revenue vs Opportunity Trend
Shows actual revenue from won deals vs total opportunity value over time, helping identify revenue conversion patterns.
Line chart: Actual Revenue (Won) + Total Opportunity Value + Opportunity Count by month

Actual revenue vs total opportunity value over time

🎯 Lead Source Performance
Lead Source Performance
Compares lead volume and conversion rates across different traffic sources (organic, paid, social, etc.).
Bar chart: Lead count and conversion rate by source

Lead volume and revenue by source

⚡ Pipeline Funnel
Pipeline Funnel
Visual funnel showing lead progression through sales stages from new leads to completed procedures.
Custom funnel: Lead count and conversion rates between pipeline stages

Lead progression through sales stages

🏥 Service Performance

Opportunities and revenue by service type

🔥 Conversion Funnel

Lead → Qualified → Scheduled → Consulted → Converted

📱 Meta Advertising Analytics

Comprehensive Facebook & Instagram advertising performance analysis

💰 Meta Campaign Performance
Meta Campaign Performance
Shows Meta advertising campaign performance including spend, conversions, and efficiency metrics.
Bar chart: Campaign spend, conversions, CTR, and CPC by campaign

Ad spend vs conversions by campaign

🎯 Campaign ROAS Distribution

Return on ad spend by campaign

🔍 Google Campaign Performance
Google Campaign Performance
Shows Google Ads campaign performance including spend, conversions, CTR, and cost efficiency metrics.
Bar chart: Campaign spend, conversions, CTR, and CPC by campaign

Search campaign spend vs conversions by campaign

⚔️ Meta vs Google Performance
Meta vs Google Performance
Direct comparison of Meta and Google Ads performance across key metrics like spend, conversions, CTR, and CPC.
Bar chart: Side-by-side comparison of platform metrics

Cross-platform advertising performance comparison

📊 Date-Matched Attribution Analysis
Date-Matched Attribution Analysis
Correlates Meta ad spend with actual leads and opportunity value by matching dates to measure ad effectiveness.
Line chart: Daily ad spend vs Facebook leads vs organic leads vs opportunity value

Daily correlation: Meta ad spend vs actual Facebook/Social leads vs opportunity value (date-synchronized)

UTM Source Performance

UTM Medium Performance

UTM Campaign Performance

💰 High-Value Opportunities

Top opportunities sorted by value and recent activity
Contact Name Value Status Pipeline Stage Source Service Date Created