Leads + Appointments

Incoming leads

Summary loads first. Customer rows load only when you tap a metric.

By lead source

By Meta ad campaign

Booked / completed / canceled

Booked date, appointment date, completed, and canceled counts stay separate.

Booked by setter

Completed by inspector

Canceled appointment status

Conversion

Lead cohort view: leads created in the selected range → booked → completed → paid jobs.

By conversion stage

Paid jobs by source

Conversion by source

Speed to lead

Callable leads, not-called-yet queue, no-phone/DM bucket, and average open-to-call minutes.

Speed by setter / owner

Speed by inspector

Business hours vs after-hours

Needs action

Validation + source rules

Source paths, collector freshness, and the rules behind the numbers.

Rules used

Collector freshness