EOM & TSA Dashboard v2.0 — Edgewood Solutions

EOM & TSA Dashboard v2.0

Edgewood Solutions · Venue Sales Pipeline · Live Data · Weeks run Sun–Sat

Comparing (Sun–Sat)

— vs —

—

Goals This Week YTD Funnel Pipeline $ Stale Trends Sources Reviews

This Week vs Last Week (Sun–Sat window — same period used across all weekly widgets)

This Week at a Glance

A Goals & Targets — Management by Numbers Every key metric vs its goal. Green = on target. This is the 20 → 10 → 8 → $40k → $500k operating model.

B This Week's Execution — Tours & Bookings (Sun–Sat) Tours and bookings split two ways: what this week's new leads produced vs everything that happened this week regardless of lead date

Tours — Split View (Item 2)

A · Tours from THIS week's leads

—

B · ALL tours completed this week

—

Tours scheduled this week

—

Last week (all tours)

—

previous week

A = lead created this week AND has toured (any tour date). B = tour completed this week regardless of when the lead came in. Tour dates are approximated from the date the deal moved into its tour stage.

Bookings & Revenue This Week (Item 7)

Bookings from THIS week's leads

—

ALL bookings closed this week

—

Revenue booked this week

—

Revenue last week

—

previous week

New leads this week

—

Value of this week's leads

—

"Closed this week" uses the date the deal was marked Won — not the date the lead was created. Same Sun–Sat window as every other weekly number.

C Pipeline Status (YTD) Replaces the old single "open deals" number. Active Open = still workable (not won/lost). Won / Lost = closed outcomes.

Year-to-Date Breakdown

Total leads this year

—

all deals created since Jan 1

Active open deals

—

still workable — not won/lost

Won this year

—

Lost this year

—

closed — did not book

Active Open = still workable (not won/lost) Won = booked Lost = closed outcome

Active vs Won vs Lost (YTD)

Active Open counts every workable deal in the pipeline today; Won/Lost count deals closed this year.

D Funnel & Conversion Rates Leads → Tours → Bookings, with the conversion rate at each step. Alan's mental model: 20 leads → 10 tours → 8 completed → ~15% close → $3k avg.

Funnel

Cohort view: tours and bookings are counted from the leads created in the selected period, so the rates are true conversion rates.

Stage-by-Stage Conversion Health

What We Are Measuring	Simple Explanation	Last 90 Days	Last 28 Days	Trend	Sample (90d)
Loading…

90-day rate is the reliable number. 28-day rate shows if things are changing right now.

E Pipeline Value — "Water in the Tub" Raw value = every dollar sitting in open deals. Expected value = what we can realistically expect to win, weighted by stage probability — measured against the $500k goal.

Raw Pipeline Value

—

total $ in all active open deals

Expected Value

—

probability-weighted forecast

$00%$500k goal

Gap to $500k expected-value goal—

Active open deals—

Average deal size—

Expected Value by Stage

Stage	Deals	Total Value	Win Chance	Expected Value
Loading…

Open Deals by Stage (Dollar Value)

F Stale Deals & Follow-Up Focus This is where money gets trapped. Contacted deals with no movement in 30+ days need to be worked — not just sitting.

Deals Stuck Too Long

—

in "Contacted" with 30+ days of no activity

Value trapped in stuck deals—

All Open — Stuck 14+ Days

—

any stage, no movement in 2 weeks

Stuck 30+ days (any stage)—

Value at Risk (30+ Days)

—

open deal value with no movement in 30+ days

Avg days to close (won, 90d)—

Follow-Up List — Longest Inactive First

Name	Event Date	Stage	Days Since Last ActivityDays Idle	Last Activity Type	Value
Loading…

"Days since last activity" is measured from the last time the deal record changed (stage move or update). Tip: adding the new stage "Contacted 3x – No Response" in GoHighLevel will make this list — and the win probabilities — sharper; the dashboard already recognizes that stage automatically.

G Trends & Speed (Last 13 Weeks) Lead flow, pipeline distribution, and how fast deals close

Number of New Leads per Week

Dollar Value of New Leads per Week

Where Are Leads Sitting Each Week? (Stage Distribution)

A tall bar means leads are piling up. A healthy pipeline has leads spread evenly.

How Long It Takes to Close a Deal

Average

—

Median

—

Deals Measured

—

Each point shows average days from first contact to booking for deals won that week.

H Where Are Our Leads Coming From? Which marketing channels send us the most leads — and which ones actually convert into bookings

Source / Channel	Total Leads	Share	Contacted %	Tour %	Booking %	Avg Value	Quality
Loading…

Booking % is the most important column — it shows which source actually brings in paying customers.

I Reputation — Google Reviews Awaiting data connection Structure reserved per the meeting notes. Populates once Google Business Profile / CRM review logging is connected — layout to be finalized with Hans (Item 8).

Google review count

—

Google average rating

—

Reviews (last 30 days)

—

Review requests sent (30d)

—

Thumbs up

—

Thumbs down

—

Also reserved: automation-trigger tracking (Item 9) once the Clover / Calendar review automations go live.