Reports
Per-client performance — share or export.
Performance · last 30 days
ROCA Accountants
Meetings booked
5
target met
+5 vs prev
Deals won
3
+3 vs prev
Pipeline value
£30,000
est. £6,000 per meeting
+£30,000 vs prev
Reply rate
22.9%
22.9% vs 8.0% target
+2.9pp vs prev
Activity
28 leads sourced
·
48 emails sent
Sent + replies · 30 days
Wins this period
demo data
-
Marcus HillHill & Daughter Audit£6,000
-
Olivia BennettBennett Tax Group£6,000
-
Tom ReevesCoastal Bookkeeping Ltd
-
Nina PatelHarbor Legal
-
Sarah ColeCole & Reeves Accountants
-
David MarshMarsh & Trent Audit
Funnel
Leads sourced
28
Contacted
24
Replied
12
Meeting booked
6
Won
2
Sequence performance
| Step | Sent | Open | Reply |
|---|---|---|---|
| Day 1 | 24 | 0.0% | 45.8% |
| Day 3 | 16 | 0.0% | 0.0% |
| Day 7 | 8 | 0.0% | 0.0% |