New Leads
128
18.6%vs Apr 21 – Apr 27
Hot Leads
36
12.5%vs Apr 21 – Apr 27
Calls Booked
22
15.8%vs Apr 21 – Apr 27
Converted
9
10.0%vs Apr 21 – Apr 27
Funnel Overview
New Lead
128100%
Engaged
7861%
Qualified
4636%
Call Booked
2217%
Call Completed
1613%
Converted
97%
Handed Off
65%
Top Campaigns
| Campaign | Leads | Hot Leads | Converted | |
|---|---|---|---|---|
| Sell Stock to Buy Home | 52 | 16 | 5 | |
| RSU Tax Checklist | 41 | 12 | 3 | |
| Home Upgrade Planning | 35 | 8 | 1 |
Attention Needed
- 6 hot leads overdue6
- 3 calls completed with no follow-up3
- 2 converted clients not handed off2
AI Weekly Insight
- Conversion rate improved 12% compared to last week, driven by faster follow-ups.
- “Sell Stock to Buy Home” campaign leads show the highest intent—consider scaling outreach.
- 3 high-intent leads have not been contacted in 3+ days.
- Tuesday and Thursday show the highest call booking rates—optimize outreach cadence.