GrowthOS Dashboard

Real-time business intelligence and performance metrics

Annual Recurring Revenue

$2.4M

12.5%

from 892 active policies

vs last month

New Leads (MTD)

1,847

8.2%

from 6 campaigns

vs last month

Cost Per Lead

$24.50

5.3%

avg. across all sources

vs last month

Bookings (MTD)

342

15.8%

18.5% conversion rate

vs last month

Revenue Trend

Monthly recurring revenue over time

This Month

$248,500

Last Month

$221,000

Growth

+12.4%

Conversion Funnel

Impressions125K

Clicks8,450

Leads1,847

Booked342

Won89

Top Performers

Marcus Chen

48 leads • 12 bookings

92%

Sarah Williams

42 leads • 11 bookings

88%

James Rodriguez

39 leads • 9 bookings

85%

Emily Thompson

36 leads • 8 bookings

82%

David Kim

34 leads • 8 bookings

79%

Leads by Source

Facebook Ads842

45.6%

Google Ads456

24.7%

Webinars298

16.1%

Referrals185

10%

Organic66

3.6%

Recent Activity

New lead from Facebook Ads

2 min ago

Marcus Chen booked a demo

8 min ago

SLA breach warning: Lead #4521

12 min ago

Weekly payout batch processed

1 hr ago

Campaign 'Q1 Annuities' paused

2 hrs ago

Campaign Performance

Active campaigns and their key metrics

Campaign	Status	Spend	Leads	CPL	Bookings
Q1 Annuities - Facebook	Active	$12,450	508	$24.51	94
Retirement Planning - Google	Active	$8,200	312	$26.28	52
IUL Webinar Retarget	Active	$4,100	186	$22.04	38
Estate Planning - LinkedIn	Paused	$2,800	98	$28.57	15