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Lead ReportingCohort model · GHL pipeline · in-month vs cohort

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Lead funnel · cohort this period's leads, followed anywhere in time

Conversion rates cohort

Lead sources this period

Recent leads live · newest first

NameSourceStageWhen

Pipeline stages all open opportunities

Cohort model: A lead = a contact that entered the New Leads stage (captured permanently in a snapshot, so it survives being moved to another pipeline). Booked / Invoiced = the lead's contact reached the configured stage (by id) in any pipeline, or has an invoice sent. Paid = the lead's contact has a paid invoice (invoice-based, stage never consulted). Close % = paid ÷ leads and matures over weeks.

New Schools & Collections
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AI Growth Assistant
Meta · Shopify · GHL · DB
Connected to your GHL pipeline and Shopify store. Ask me anything — lead performance, revenue targets, what you need to hit your goals.
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Edit pipeline

Toggle each stage's visibility, drag to reorder, rename the display label (the stage code and scan behaviour are untouched), and set its "sitting too long" threshold in days.
Whole-order lead-time warning at days total age (lead time is ~21 days).
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