Performance
Lead Funnel (Total Period)
Total Leads by Period
Leads · MQLs · SQLs over time
Conversion Rates by Period
MQL% · MQL→SQL% · Closed Won%
Revenue vs. Ad Spend
Won revenue compared to total spend per period
Period Breakdown
Full funnel metrics per period
| Period | Leads | MQLs | MQL % | SQLs | MQL→SQL % | Won | Won % | Lost | Opp Missed % | Revenue | Lost Rev | Spend | CPL |
|---|
Lead volume from Communications report (all inbound, deduplicated). SQLs, Won & Revenue from HubSpot. MQLs = Qualified Lead flag in Communications report.
Advertising
Ad Spend Breakdown
Monthly Spend by Platform
Google vs Meta — stacked by period
Total Spend Mix
Share by platform (all periods)
Cost Efficiency by Period
Spend breakdown + Cost per Lead
| Period | Google Spend | Meta Spend | Total Spend | Total Leads | Cost per Lead |
|---|
Sources
Lead Sources (All Channels)
Total Leads by Channel
Combined from HubSpot + Communications
Revenue by Source (HubSpot)
Won revenue attributed by source
Channel Performance Detail
| Channel / Source | Total Leads | Share | Won Revenue | Est. CPL |
|---|
Service Categories
Job Type Analysis
Revenue by Job Type
Lead Volume by Job Type
Cost per Lead by Job Type × Channel
Estimated from total ad spend
Revenue per Job — Won Deals
Average deal size by service category
HubSpot Records
All Leads
Stage
All Stages
Invoice Paid
Quote Sent
On Hold
Closed Lost
Job Type
All
Gutter Cleaning
Installation
Exterior Cleaning
Maintenance & Service
Source
All Sources
Google Ad
Facebook/Instagram
Angi's List
Thumbtack
Other Website
(No value)