📊 Sales Pipeline

Full funnel view: automation plan, DM leads, and sales call data — all in one place.

📬 DM Pipeline
DM leads across all channels — Instagram, X, Reddit, Email, SMS
Daily New Leads — Last 30 Days
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Open
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Active
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Pitched
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Follow-Up
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Ghosted
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Won
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Lost
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0 leads may have been dropped — they replied but haven't heard back in 48+ hours.
🔥 Active
🎯 Pitched
📋 New
🚨 Dropped
👻 Ghosted
✅ Won
❌ Lost
All
All Channels
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📞 Sales Dashboard
iClosed call data — booked calls through closed deals
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📅 Booked
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✅ Attended
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❌ Cancelled
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👻 No-Show
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Show Rate
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Close Rate
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💰 DFY Revenue
🧩 Revenue Reality Check SamCart DFY/Coaching/Launchpad/Enterprise charges
Sales Revenue
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iClosed Claimed
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total amounts noted in iClosed including full amount for limited subscriptions
Refunds
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iClosed “sale” — no SamCart order
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⚠️ Limited subscription subsequent payments (3-Pay/2-Pay rebills from prior months) are not currently included — SamCart API does not expose individual rebill transactions.
🔗 iClosed ↔ SamCart Reconciliation Did the closer’s logged “sale” actually produce a SamCart charge?
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closed sales
Contact △▽ Closer △▽ Booked ▼ iClosed $ △▽ SamCart $ △▽ Refunded △▽ Match △▽
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Calls Booked & Closes — Last 30 Days
📞 Calls Booked by Event Name
📅 Upcoming Booked Calls · next 7 days · click a bar for details
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📉 Abandoned Booking Rate · cancelled + no-show ÷ booked, by selected period
👤 Closer Attribution · timeframe: matches the period toggle above · click a card to see calls
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📈 Source Attribution · timeframe: matches the period toggle above · top sources by revenue · click to drill in
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🎯 Offer Breakdown · timeframe: matches the period toggle above · close rate = closed won ÷ attended
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📋 Questionnaire Insights
How to read this section
Each card = one pre-call questionnaire question, ranked by which answers best predict closes.
Bar length = how many people gave that answer (longer = more common).
Bar color = close rate for that answer group: 40%+ 20–39% <20%
% on right = close rate (closed ÷ showed). Numbers after = booked / showed / closed.
"Close-rate spread: Xpp" = gap between highest and lowest closing answers. Bigger spread = more predictive question.
Timeframe matches the period toggle above. Top 5 questions shown.
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🔍 Why Deals Are Lost · all-time · source: iClosed noSaleReason → objection → closer notes
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📉 Closed Lost — Last 30 Days · aggregated by bucket
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🔄 Full Funnel · booked/showed/closed match the period toggle · contacts/qualified are all-time (DM lead table)