B&B

Brindle and Bay

Growth dashboard

Brindle and Bay

Growth Dashboard

Live sync Starting
Last pull --
Metric date --
Agent note --
Total booked -- Last 120 days
Cohort calls -- Close-rate denominator
Cohort close rate -- --
Booked, 30 days -- Calendly calls
Booked, 120 days -- Calendly calls

Client Journey

Selected view

Modern Guardrails -- Downloads
Typeform -- Initialized
Booked call -- Selected view
Design meeting -- Booked
Closed -- Cohort closed

Rep Performance

Andrew, Tori, and total

Booking Trend

Last 120 days

Design Meeting Close Rate

Calendly design meetings

Close rate, 30 days -- --
Close rate, 120 days -- --
Future design meetings -- Selected view
Next booked -- Meeting date

Wrap-Up Meeting Close Rate

Calendly wrap-up meetings

Close rate, 30 days -- --
Close rate, 120 days -- --
Future wrap-ups -- Selected view
Next booked -- Meeting date

Connie 15-Minute Calls

15 minute phone call

Last 30 days --
Last 120 days --
Latest booking --

Typeform Completion

Initialized, partial, and finished responses

Initialized -- Selected view
Finished -- Submitted responses
Finish rate -- Finished / initialized
Started only -- Selected view

Modern Guardrails

ActiveCampaign nurture downloads

Downloads -- Selected view
Booked calls -- Selected view
Booking rate -- Booked / downloads
Typeform UTM - Direct Bookings -- mail_gr

Recent Bookings

--

Invitee Rep Booked Status

Agents

Calendly, ActiveCampaign, matching

Data Health

Connection and matching checks

    Match Checks

    Primary close-source verification

    Source Compare

    Calendly wrap-ups vs AC tags