Companywide — all clients
Read each client left to right| Client | Date Tracking as of | Meta Ad Leads | Google Ad Leads | Set appts | Estimates | Sold | Close Rate | Pending Estimates (#) | Pending Estimates ($) | Google Ads Spent | Meta Ads Spent | Google Ads Revenue | Meta Ads Revenue | Google Ads ROAS | Meta Ads ROAS |
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Each client is one row — read straight across: Meta & Google ad leads → set appts → estimates → sold → close rate → pending estimates (count & $) → Google/Meta ad spend → Google/Meta ad revenue → per-channel ROAS. Close Rate and both ROAS are auto-calculated. Every cell is editable, and clicking a column heading ranks by it. Export the whole table to CSV, Excel, or PDF. Saves in this browser automatically.
Marketing Customer Live Status
Presentation PageOne row per customer, mirroring the Presentation Page tab. Connect that tab as a published CSV and this fills in automatically — the header row is found wherever it sits, so the title and note rows above it are ignored, and blank customer rows are skipped. Click a column heading to sort. Business Name stays pinned on the left as you scroll sideways. Read-only while synced.