Lead → funded performance, speed-to-lead, and marketing attribution.
Data as of — · — leads tracked
RingCentral Call Activity — team calls · filter by user, type & length
Users
Call Type
Min Call Length
Call volume trend
Total CallsConnected
Marketing — media spend → leads → revenue
Setter — Mark, Jerico, Jan, James & Phyl
Sales — commitment → accepted → funded
Fulfillment — docs → submitted → commitment
How Leads Are Flowing — recent arrival cohorts, tracked as they move through the funnel
Each column is a cohort — leads grouped by the month they arrived — read down to see how far that month's leads have progressed. % is share of that cohort. ▲ newest cohorts are still maturing (~26-day median to funded), so their later stages keep rising.
Cycle-Time Bottleneck — median days between stages (median, not average)
SMS Outreach — last 30 days · reply rate & delivery (SMS has no open rate)
By line
Best cold openers by reply rate
Overnight vs Daytime Leads — do after-hours leads wait longer for first contact?
Median speed-to-lead by hour the lead arrived (Eastern)
New Ad Comparison — compare creatives apples-to-apples over a date range
Last
days
to
Lead Progression — how each arrival cohort is moving through the funnel
Traffic Source Breakdown — ad spend (Facebook + Google/YouTube) → funnel, by campaign / ad set / ad
Spend & ROAS by Location — what each city's leads cost vs. what they closed
Live Activity — live Monday + RingCentral integration, newest first
🏆 Sales Leaderboard — weekly pace & month-to-date. Click a person to drill into their deals.
This Week vs Last Week
Month to Date
📞 Setter Leaderboard — weekly pace & month-to-date. Click a setter to drill into their files.
This Week vs Last Week
Month to Date
🧭 Deal Flow Manager — every open file with a closer assigned, and how long since anyone called or texted it
Days without contact, by stage band
By sales rep — click a rep to filter the file list below
Files without contact
🧬 Upcoming Deals — Needs Approval → Deal Accepted · by campaign / ad set / ad, with live spend
Cost per stage
Stage of the pipeline
By campaign
Top ads by upcoming deals
Every upcoming deal
MortgageSolvers pipeline dashboard · static snapshot from the reporting database ·
figures are all-time unless a section states otherwise.