B&B
Brindle and Bay
Growth dashboard
Brindle and Bay
Growth Dashboard
Live sync
Starting
Last pull
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Explore counted by
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Dashboard time
Frisco, TX (CT)
Agent note
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Monthly History
Saved dashboard snapshots
No monthly snapshots saved yet. Use “Save current month” to create the first one.
Saved month
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Captured
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Advisor Performance
Close rate, capacity, and AUM won
Explore Booking Lead Time
Selected view
Lead Time Mix
How far ahead Explore meetings are booked
Explore Capacity
10 Explore meetings per advisor per week
Recent Lead Times
Latest Explore meetings in the selected view
Client Journey
Selected view
Welcome Sequence
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Started sequence
Typeform
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Started only
Explore meeting
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Selected view
Design meeting
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Qualified held
Closed
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Qualified designs
Rep Performance
Andrew, Tori, and total
Booking Trend
Last 120 days
Design Meeting Close Rate
Calendly design meetings
Close rate, 30 days
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Close rate, 120 days
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Qualified designs held
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Selected view
Latest held
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Meeting date
Wrap-Up Meeting Close Rate
Calendly wrap-up meetings
Close rate, 30 days
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Close rate, 120 days
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Qualified wrap-ups held
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Selected view
Latest held
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Meeting date
Connie 15-Minute Calls
15 minute phone call
Last 30 days
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Last 120 days
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Latest booking
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Typeform Completion
Initialised, partial, and finished responses
Initialised
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Selected view
Finished
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Submitted responses
Finish rate
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Finished / initialised
Started only
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Selected view
Welcome Sequence
ActiveCampaign automation entrants
Double Opt-In entrants
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Selected view
Confirmed into sequence
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Selected view
Verified Explore meetings
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Selected view
Verified booking rate
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Calendly matches / entrants
mail_gr attribution
--Typeform starts
--Booked call
UTM attribution
Email performance
Recent Explore Meetings
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| Invitee | Rep | Date | Status |
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