This month at a glance
The funnel
Where leads turn into clientsConversion funnel
Return on ad spend
ROASRevenue made per $1 spent
—
Trends
All tracked monthsRevenue spent vs. revenue made
Spent
Made
ROAS (×)
Close rate
Won ÷ estimates given
Funnel volume over time
Leads
Appointments
Estimates
Deals won
Leads by source
Facebook · Website · Google · referralsWhere your leads came from
Source mix over time
Facebook
Google
Website
Referral
Other
Monthly log
Type your real numbers — everything else calculates| Month | Leads | Appts | Estimates | Deals won | Close rate | Pipeline $ | Spent $ | Made $ | ROAS | Cost / lead |
|---|
Close rate = deals won ÷ estimates given. ROAS = revenue made ÷ revenue spent. Pipeline $ is the value of open opportunities (not yet won or lost). Once you connect GoHighLevel (setup steps are at the top of the file), this log fills and refreshes from your sheet and becomes read-only — press Sync to pull the latest. Until then, type your numbers here; they save in this browser automatically, and Export backs them up. The figures loaded now are samples.