Acquisition overview
Illustrative demo data
Marketing spend
$42,000
Across four channels
Qualified leads
148
CPQL $284
Attended appointments
58
78% show rate
New clients
7
12% of attended
Lead-to-client funnel
Website visitors
Leads
Qualified applications
Appointments booked
Appointments attended
Opportunities
New clients
Bar lengths are illustrative and not to scale.
Channel comparison
Channel
LinkedIn Ads
Google Search
Meta Ads
Organic + content
Fictional figures shown to explain the reporting model. They are not client results.
Modules
Ten views, one source of truth.
Every query is restricted to the authenticated firm, and users only see the records their role permits.
Overview
Executive KPIs, trends and a full-funnel snapshot.
Acquisition Funnel
Stage volumes, conversion rates and drop-off.
Marketing Channels
Spend, qualified leads, appointments, clients and AUM by channel.
Campaign Performance
Campaign-level results and comparison.
Leads and Prospects
Searchable records with activity history.
Appointments
Attendance, no-shows and recovery performance.
Client Acquisition
New clients, conversion, source and advisor attribution.
Revenue and AUM
Acquired AUM and clearly labelled estimates.
Reports and Analytics
Weekly, monthly and quarterly summaries with exports.
Settings
Firm details, thresholds, users and integrations.
Metric dictionary
Plain formulas, stated assumptions.
Each metric is defined once and used consistently, so comparisons stay fair over time.
CPL
Marketing spend ÷ total leads
Same spend scope and period as the lead count.
CPQL
Marketing spend ÷ qualified leads
Qualification rules are documented and stable.
Show rate
Attended appointments ÷ appointments due
Cancelled or rescheduled meetings are treated consistently.
Client conversion rate
New clients ÷ attended appointments
Uses a consistent attribution window and cohort method.
CAC
Total acquisition costs ÷ new clients
States whether only paid media or fully loaded costs are included.
Acquired AUM
Sum of AUM recorded for new clients
Shows currency, date and whether reported, estimated or verified.
Estimated recurring advisory revenue
Acquired AUM × configured fee rate
An assumption-based estimate, not realised revenue.
Integration status
We only show connections that exist.
The interface distinguishes four states. It never displays a fabricated connected state, live data or successful sync when no connection exists.
Live and authenticated
A verified connection with sync timestamps and error states.
Configured, not yet authenticated
Set up but awaiting authorisation before any data flows.
Manual or CSV import
Data loaded by controlled import, labelled as such.
Planned integration
On the roadmap and clearly marked as not yet available.