Company YTD Report

Last Updated: May 18, 2026
New Seller Leads
By Lead Source
70
43
40
34
22
Jan
Feb
Mar
Apr
May
Franchisor Referral (81) No source set (79) Biz Owner Referral (14) Online Marketing (10) Conference/Event (5) Email Marketing (3) To Be Determined (2)
By Discovery Status
70
43
40
34
22
Jan
Feb
Mar
Apr
May
Disco completed No disco yet
Top Sources (YTD)
Franchisor Referral 81
No source set 79
Biz Owner Referral 14
Online Marketing 10
Conference/Event 5
Email Marketing 3
To Be Determined 2
Discovery Calls
28
32
32
32
30
Jan
Feb
Mar
Apr
May
First-time (138) Follow-up (16)
OOV Completed free & paid
12
11
33
28
20
Jan
Feb
Mar
Apr
May
First-time (104) Additional (0)
Trigger: An OOV counts as completed when the Seller Lead: Recast Completed date field is set. If empty, any opp currently in Lead Follow Through or any later stage (Onboarding, On Market, Due Diligence, Post-Closing) is counted — those opps necessarily completed OOV at some point. The date used is lastStageChangeAt, which is precise for opps still in LFT (their last move was OOV → LFT). For opps now past LFT, the date is approximate (their most recent stage move); the Signal column in the expand shows which case each row is. First-time vs Additional is detected by matching contact name against Pipedrive's full OOV history (2023+).
OOV Upsell Free → $500 Full Report
Awaiting upsell launch.
Once the Free OOV → $500 Full Report flow is live, add a CRM trigger (paid-tag, custom date field, or stage transition) and this section will populate with monthly upsell-conversion counts.
New Listings by Type
By Customer
2
3
18
17
9
Jan
Feb
Mar
Apr
May
First-time (49) Repeat (0)
By Listing Type
2
3
18
17
9
Jan
Feb
Mar
Apr
May
Full Service (21) Toolkit (27) Other (1)
By Lead Source
2
3
18
17
9
Jan
Feb
Mar
Apr
May
Franchisor Referral (25) No source set (12) Biz Owner Referral (9) To Be Determined (2) Email Marketing (1)
Trigger: An opp counts as a new listing the moment it enters the Onboarding stage (signed agreement + payment) and onward (On Market → Due Diligence → Post-Closing). Bucketed by stage-transition date since the dedicated New Listing Date custom field is currently 0% populated in GHL.
New Seller Leads
By Lead Source
1
Jan
Feb
Mar
Apr
May
By Discovery Status
1
Jan
Feb
Mar
Apr
May
Disco completed No disco yet
Discovery Calls
1
1
Jan
Feb
Mar
Apr
May
First-time (2) Follow-up (0)
OOV Completed free & paid
1
1
1
1
Jan
Feb
Mar
Apr
May
First-time (4) Additional (0)
Trigger: An OOV counts as completed when the Seller Lead: Recast Completed date field is set. If empty, any opp currently in Lead Follow Through or any later stage (Onboarding, On Market, Due Diligence, Post-Closing) is counted — those opps necessarily completed OOV at some point. The date used is lastStageChangeAt, which is precise for opps still in LFT (their last move was OOV → LFT). For opps now past LFT, the date is approximate (their most recent stage move); the Signal column in the expand shows which case each row is. First-time vs Additional is detected by matching contact name against Pipedrive's full OOV history (2023+).
OOV Upsell Free → $500 Full Report
Awaiting upsell launch.
Once the Free OOV → $500 Full Report flow is live, add a CRM trigger (paid-tag, custom date field, or stage transition) and this section will populate with monthly upsell-conversion counts.
New Listings by Type
By Customer
1
1
1
1
Jan
Feb
Mar
Apr
May
First-time (4) Repeat (0)
By Listing Type
1
1
1
1
Jan
Feb
Mar
Apr
May
Full Service (1) Toolkit (3)
By Lead Source
1
1
1
1
Jan
Feb
Mar
Apr
May
Email Marketing (1) Other (1) Biz Advisor Referral (1) Online Marketing (1)
Trigger: An opp counts as a new listing the moment it enters the Onboarding stage (signed agreement + payment) and onward (On Market → Due Diligence → Post-Closing). Bucketed by stage-transition date since the dedicated New Listing Date custom field is currently 0% populated in GHL.

Current Listings

75
Open listings · Onboarding stage and beyond · excludes IFPG
Franchise Sellers 73
Full Service
33
Toolkit
39
Other
1
Company Sellers 2
Toolkit
2
Full Service Listings by Client Manager
Rich Klinzmann
14
Alicea Sarris
12
Templa Melnick
7

Deals Under Contract

4
Open buyer deals · LOI Status = Executed - Under Contract
Franchise Sellers 4
Expected Commission
$0
Source: buyer opp's UC Deal Commission custom field. Populate this field in GHL on each UC buyer opp to see the total here.
Company Sellers 0
○
No deals under contract
Company Sellers buyer pipeline has no opps with LOI Status = "Executed - Under Contract"

Listings in Onboarding

5
Open listings currently in the Onboarding stage · Sellers pipeline
Franchise Sellers 5
Ads Live Status
Unknown 4
Yes 1
Source: each opp's Ads Live? custom field. "Unknown" means the field isn't set.
Company Sellers 0
○
No listings currently in onboarding
Company Sellers has no open opps in the Onboarding stage
🚧
Under Construction
The Seller Funnel numbers below are not yet accurate. Cohort, stage-reach inference, and cross-pipeline reconciliation are still being calibrated. Do not use these figures for decisions — trust the other YTD report sections (Current Listings, Deals Under Contract, YTD Revenue, Weekly Snapshot) until this banner is removed.
🚧

Seller Funnel — YTD

FS 194 leads → 0 sold · 0.0% end-to-end
CS 0 leads → 0 sold · 0.0% end-to-end
FS · Franchise Sellers ⚠ 2 unowned
194
New Lead
100% of leads 95d in stage (73)
62%
121
Discovery Call Completed
62% of leads 3d to reach 37d in stage (43)
69%
78
OOV Completed
40% of leads 11d to reach 50d in stage (48)
42%
30
OOV Upsell Converted side metric
15% of leads 25d to reach 16d in stage (4)
42%
26
Listing Live
13% of leads 48d to reach 45d in stage (26) $4,889,000
0%
0
Under Contract
0% of leads
LARGEST LEAK · 0%
0%
0
Sold (Closed)
0% of leads
CS · Company Sellers
○
No 2026 cohort yet
Company Sellers has no new opps created since the Jan 22 migration cutoff. Active deals in the pipeline are pre-2026 cohort and aren't tracked here.
Cohort: opps created Jan 1 – May 18, 2026, reconciled across Pipedrive (Jan 1–22) and GHL (Jan 23 onward). GHL bulk-migrated all Pipedrive deals on Jan 21–22, 2026 with createdAt = migration date; those migration artifacts are filtered out, and the legitimate Jan 1–22 leads are re-injected from the Pipedrive cache with their true creation dates. Stage reach is inferred from current GHL stage (linearly ordered). Two day metrics per stage: "Nd to reach" = lastStageChangeAt − createdAt (lead→here total) and "Nd in stage" = now − lastStageChangeAt (how long currently sitting there). In-flight exclusion: recent lead(s) younger than the median time-to-next-stage are excluded from conversion-rate denominators. OOV Upsell is a side metric — its conversion is informational, and Stage 5 (Listing Live) is computed from Stage 3 (OOV Completed) directly. Leak detection excludes the side-metric stage. Stage 7 (Sold) is counted by current GHL stage = Post-Closing (Sold Date custom field is missing on ~93% of opps).

YTD Revenue

$319,546
Snapshot through May 18, 2026 · Stripe (live) + pre-Stripe historical backfill
Franchise Sellers
92.4% of total · 71 txns · 8 sold listings
$295,206

Monthly Revenue

Revenue Mix

  • Valuations 0.7% $2k
  • Full Service Onboarding 6.3% $18.5k
  • Full Service Commission 58.8% $173.5k
  • Toolkit Onboarding 32.1% $94.9k
  • Toolkit Extension 2.0% $6k
  • Other 0.1% $338

Category Breakdown

Valuations 4 $2,000
Full Service Onboarding 17 $18,500
Full Service Commission 12 $173,500
Toolkit Onboarding 29 $94,869
Toolkit Extension 8 $6,000
Other 1 $338

Top Transactions YTD

01 Kevin Caetans · Full Service Commission Apr 17, 2026 $44,000
02 Taylor Moss · Full Service Commission Apr 07, 2026 $32,200
03 Jim Donnelly · Full Service Commission Jan 13, 2026 $26,200
04 Craig Sciantarelli · Full Service Commission Jan 20, 2026 $18,600
05 Hang Hua · Full Service Commission Apr 21, 2026 $15,000
Company Sellers
7.6% of total · 6 txns · 5 sold listings
$24,340

Monthly Revenue

Revenue Mix

  • Full Service Commission 82.2% $20k
  • Toolkit Onboarding 17.8% $4.3k

Category Breakdown

Full Service Commission 4 $20,000
Toolkit Onboarding 2 $4,340

Top Transactions YTD

01 Munib Jamil · Full Service Commission Mar 26, 2026 $5,000
02 Munib Jamil · Full Service Commission Mar 25, 2026 $5,000
03 Munib Jamil · Full Service Commission Feb 11, 2026 $5,000
04 Munib Jamil · Full Service Commission Feb 10, 2026 $5,000
05 Daniel Cleveland · Toolkit Onboarding Jan 30, 2026 $3,500

Business Health Check

The seven numbers that tell us whether each customer we win pays us more than we spent to acquire them — and what to fix when they don't.

Franchise Sellers — Scoreboard
CAC
🔒 Not yet tracked

Needs: paid media spend tagged to this brand in marketing platform.

LTV  proxy
$6,865

43 paying customers YTD

Avg deal revenue. First-transaction proxy — true LTV requires repeat-customer attribution.

LTV:CAC
🔒 Not yet tracked

Needs: CAC — marketing spend data not yet instrumented.

Cash Collected — YTD
$295,206
$59,041/mo  run rate (5-mo avg)
$708,495  annualized
Gross Margin %
🔒 Not yet tracked

Needs: cost-to-fulfill on each closed transaction.

Break-Even
🔒 Not yet tracked

Needs: monthly fixed costs entered in a config file.

Payback Period
🔒 Not yet tracked

Auto-computes once CAC and Gross Margin are live.

Last calculated
May 18, 2026
Re-run the weekly report to refresh.
Company Sellers — Scoreboard
CAC
🔒 Not yet tracked

Needs: paid media spend tagged to this brand in marketing platform.

LTV  proxy
$8,113

3 paying customers YTD

Avg deal revenue. First-transaction proxy — true LTV requires repeat-customer attribution.

LTV:CAC
🔒 Not yet tracked

Needs: CAC — marketing spend data not yet instrumented.

Cash Collected — YTD
$24,340
$4,868/mo  run rate (5-mo avg)
$58,416  annualized
Gross Margin %
🔒 Not yet tracked

Needs: cost-to-fulfill on each closed transaction.

Break-Even
🔒 Not yet tracked

Needs: monthly fixed costs entered in a config file.

Payback Period
🔒 Not yet tracked

Auto-computes once CAC and Gross Margin are live.

Last calculated
May 18, 2026
Re-run the weekly report to refresh.

Action items

To light up the missing numbers

CAC — Customer Acquisition Cost
  • [ ] Tag every paid media campaign in your marketing platform with the brand it belongs to — Franchise Sellers or Company Sellers.
  • [ ] Estimate monthly labor time spent on sales and outreach per brand. Rough numbers are fine to start — refine over time.
  • [ ] Add monthly tool costs (CRM, listing platform, deal management, outbound email) split by brand. Divide shared tools proportionally.

Once marketing spend flows in, CAC computes automatically on each weekly run.

Gross Margin %
  • [ ] On every closed deal, record the direct cost to fulfill — broker split, third-party fees, and any deal-specific costs.
  • [ ] If per-deal tracking isn't practical right away, set a default cost percentage for each service type (Full Service, Toolkit, Valuation) as a starting baseline.

Once cost-to-fulfill data is attached to transactions, Gross Margin computes automatically.

Break-Even
  • [ ] Write down monthly fixed costs per brand — salaries, software subscriptions, overhead — and share with whoever manages this report.
  • [ ] Update it once a month. That is the only ongoing step.

Break-Even = monthly fixed costs ÷ Gross Margin %, so Gross Margin being live is also required first.

Payback Period
  • [ ] No separate action needed. Payback Period auto-computes the moment both CAC and Gross Margin are live.
LTV — Lifetime Value (true, not first-transaction proxy)
  • [ ] When a seller client comes back for a second deal, tag them as a returning client in the CRM.
  • [ ] When a deal originates from a referral, note the referring client in the deal record.

Until then, the scoreboard uses average deal revenue per customer as a first-transaction proxy. It understates true LTV for any repeat or referral business.

Refreshed May 17, 7:55 PM MT