Daily Spend
Copy Ad Set spend (USD)
Meta Leads Trend
Daily leads
CPL Trend
Cost per Meta lead
Daily Appointments
Booked per day
Closed Deal Value by Week
Real signed contract value, week by week (from GHL)
Revenue Forecasti
Closed deal value: last 8 weeks actual, next 4 weeks projected
Projection = average of the last 4 actual weeks, held flat forward. A simple trend estimate to plan against, not a guarantee.
💵 Cash Collected & Clients Signed
From the PandaDoc workbook (Carol/Gael's source of truth). Zero days are the white squares Trevor asked to see.
Selected Range vs Target
Week to date
The Funnel, Step by Step
Where leads drop off. Last 7 days.
Bottleneck Right Now
The one thing to fix first
📅 Appointments Booked per Week
vs target: 50/week
💰 Cost per Booked Appointment
Ad spend ÷ appointments. Target: <$50
👁️ Show Rate by Week
Calls held ÷ (held + no-shows). Target: 50%
🔄 Lead to Appointment Rate
Meta leads that booked a call (conversion rate)
📊 CPL vs Cost per Appointment
CPL = ad cost per lead. CPA = ad cost per booked call. Both need context.
Weekly Breakdown
| Week | Appts | Spend | CPA | Meta Leads | CPL | Conv Rate | Show Rate | vs Target (50 appts) |
|---|
📖 This page explains where every number on this dashboard comes from, how it is calculated, and what to watch out for. When Trevor or anyone asks "is this accurate?", the answer is here.
Data Sources
Three sources feed this entire dashboard
📊 Google Sheet
BoldMD Ads Tracker, Daily Log tab. Populated every night at 11pm PDT by n8n. Pulls Meta Ads API for spend and leads, GHL calendar API for appointment bookings. If n8n fails one night, that day shows $0.
🔴 Live GHL
GoHighLevel API, pulled live on every page load. Calendar events, pipeline opportunities (open + won), team members. Numbers update the moment someone clicks Retry Connection or reopens a page. Accuracy depends on the team updating statuses in GHL (appointment outcome, deal stage, deal value).
✏️ Manual
Currently not in use. Manual tracking (offers, deposits, cash, bottleneck notes) was removed from this site until the team aligns on one source of truth with Gael. Everything shown on the site right now is 100% automatic: Google Sheet or live GHL.
Key Distinction: Appointments
Two different appointment counts, two different meanings
📊 Sheet: "Appts Booked"
Count of all new bookings on the BoldMD calendar on a given day. Pulled from GHL at 11pm. Includes re-bookings of existing leads, walk-ins, manual bookings by Carol, not just ad leads. This is what the Dashboard, Spend, Weekly Report tabs use.
🔴 GHL: "Calls on Calendar"
All appointments scheduled to happen during a given week, regardless of when they were booked. A lead who booked in July but has a call this week is counted here. This is what the Scorecard, Appointments, Closers tabs use.
Why the numbers differ: "15 booked this week" (Sheet) means 15 new bookings were made. "39 calls this week" (GHL) means 39 calls were on the calendar to happen, including ones booked in prior weeks. Both are correct. They answer different questions.
Every Metric Explained
Tab by tab. Click any row to expand the formula.
BOLDMD REVENUE SCORECARD
Live from GHL calendar and pipeline. Arrows compare against the prior period.
| Metric | Today | Last 7 Days | vs Prior 7 | Last 30 Days | vs Prior 30 |
|---|
Daily Spend
From Google Sheets Daily Log
Daily Spend Table
| Date | Spend ($) | Appts | $/Appt |
|---|
Daily Meta Leads
From Meta Ads API
Cost per Lead
Target: under $25
GHL Leads by Day (Base44)
| Date | Meta Leads | GHL Leads | CPL |
|---|
Daily Booking Trend
Appointments booked per day
Weekly Cancel Rate (from GHL)
| Week | Rate | %i | Breakdowni |
|---|
Closer Breakdown
Confirmed / Cancelled / No-Show per closer
Closer Performance
| Closer | Bookedi | Confirmedi | Cancelledi | No-Showi | Cancel %i | Status |
|---|
📊 Master Pipeline: loading live counts…
Master Pipeline Right Now (loading…)i
🔮
Pipeline data loading…
Stage Distribution
Master Pipeline · current snapshot
AI Pipeline Right Nowi VA automation
🤖
AI Pipeline data loading…
AI Pipeline Distribution
VA automation pipeline · stage snapshot
Pipeline Activity: leads whose stage changed that weeki
—
| Stage | Updated That Week | Moved Out ¹ | Net |
|---|
¹ "Moved Out" requires GHL stage-change history API (not available). Showing leads whose stage was updated that week.
Weekly Bookings
Appointments booked per week
Weekly Cancel Rate
% of scheduled calls cancelled · from GHL
Weekly Ad Spend
Spend per week (USD)
Weekly CPL (Copy Ad Set)
Cost per Meta lead per week · target <$25
Closer Performance for the Selected Week
Confirmed / Cancelled / No-Show by closer
Revenue Forecasti
Closed deal value: last 8 weeks actual, next 4 weeks projected
ActualProjected
Projection = average of the last 4 actual weeks, held flat forward. A simple trend estimate to plan against, not a guarantee.
Weekly Summary Table
| Week | Appts | Spend | CPL | GHL Leads | Cancel Rate |
|---|
This Week, Day by Day
| Day | New Leads | Showed Up | No-Show | Upcoming | Not Booked Yet | Other | Show Rate |
|---|
"Other" = booking was cancelled, or the lead was marked lost/disqualified/opted out.
Daily Bookings This Week
Appointments booked per day
Cancel Rate by Week
Weekly history from GHL
Spend vs GHL Leads
This week
Closer Performance This Week
| Closer | Booked | Confirmed | Cancelled | No-Show | Cancel % | Flag |
|---|