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Briefing

Sales

Lead-to-member funnel · gate compliance · today's queue
Close rate
3%
30 leads → 1 joined
New leads (July)
30
Joined
1
Open trials
185
180 reachable

Pipeline funnel

Lead-to-member funnel — this month vs last.

data as of 2026-07-16
New Leads
30July
92June
Contacted
859095
16July
55June
53.3% 6.5ppof leads
59.8% June
Booked
859095
5July
34June
18.8% 16.9ppof contacted
1.8% June
Showed
859095
0July
0June
0.0%·of booked
0.0% June
Converted
1July
22June
25.0% 41.7ppof trials
66.7% June
Trials
4July
33June
Total Conversions
1July
22June
3.3% 20.6ppof leads
23.9% June

Today's queue

New-lead pipeline, freshest first. Highlighted rows are inside the 24h gate window.

data as of 2026-07-16
LeadSourceDeadlineAttemptsGate
francisca theodore
nQTeHf9tKNboYW5vfj3u
Jul 16, 11:48 PM0OK
shelby bandula
8rn53QNsv8adaaUezeOu
Jul 16, 2:27 PM2OK
sunny kaurb
OGETVL59A9EsSqO6mckC
Paid AdsJul 16, 6:42 AM3OK
elyse ezzi
agchNDRynHPH1r0KjntO
Jul 15, 9:27 PM5OK
wendy christiansen
q3BTYDjztG8Dc4mtal0r
Paid AdsJul 15, 8:37 PM4OK
elizabeth guzman
bc2m5vTQ66h4AGPQrtp5
Paid AdsJul 13, 11:32 PM9OK
adrienne bacigalupi
VtaLbbKyw1LiGB6qN8lr
Jul 13, 5:29 PM2OK
lori sullivan
sh8IkwVtJcTO1TzKkUcU
OrganicJul 13, 4:00 PM13OK
priscill perez
7oeq0WJcg0BSgV2VzBrN
OrganicJul 13, 12:24 AM10OK
sharon parks
5DS2a71AjwnRGJUa3WDV
Paid AdsJul 12, 8:08 PM12OK
jesus arballo olivas
yJiJRkVKviGK4oiBbrfc
Paid AdsJul 12, 1:09 AM10OK

Gate status

Bonus-eligibility traffic light from Anna's most recent hygiene scan.

data as of 2026-07-16
Bonus eligibility
on track

Worst-case of per-gate status — first-contact and 3-attempt minimum combined.

Per-gate status
24h first contact
0 violation(s) · 181 lead(s) in window
compliant
3-attempt minimum
0 violation(s) · 181 lead(s) in window
compliant
Violations (0)
Clean window.

New members by source

Per source: new members by month (KPI New Member Sources tab), year-to-date, lead conversion, and est. CAC.

SourceJanFebMarAprMayJunJulYearConversionCAC (est)
Referral3121696004655.9%$0.00
Paid Ads126126500415.1%$741.43
Organic87203002011.1%$0.00
Old Members238210016
Bni10040005
IG PLAY01100002
ManyChat00010001100.0%$0.00

Rep performance

No rep performance rows.

Monthly lock

Compensation-lock state from Anna's end-of-month roll-up.

data as of 2026-06-30
holdtarget month 2026-06

2 gate violation(s); 7 unresolved KPI accuracy issue(s). Resolve before comp calculation runs.

9 unresolved issue(s) blocking lock.