SOP 11 · Module 9, Reporting
The weekly numbers
What this is for
Five numbers, every Friday. They tell you whether the system is working and where it is leaking. Posting them in the group is how you get help before a small problem becomes a bad month.
The five numbers
| Number | Where to find it | What it tells you |
|---|---|---|
| Leads | The pipeline, New lead column, this week | Are the ads working? |
| Booked | Booked column, this week | Is the booking text working? |
| Showed | Showed column, this week | Is the deposit doing its job? |
| Upgraded | Upgraded column, this week | Is the consult working? |
| Revenue | Sum of the opportunity values | Is it worth it? |
The dashboard in GoHighLevel shows all five. Ignore every other widget. Exact setup is in the module 9.1 video.
What normal looks like
- Leads: at $25 to $50 a day, expect 3 to 10 a day.
- Booked: about half of leads.
- Showed: most of booked, because of the deposit.
- Upgraded: this is the number that pays for everything. Even one a week changes the month.
Do this every Friday
- Open the dashboard.
- Write the five numbers in the group, one line: "Week of [date]: 31 leads, 14 booked, 12 showed, 2 upgraded, $6,400."
- Add one sentence: what you want to fix next week.
Nobody posts to brag. You post so the fix can happen on the weekly call.
Done when
Your first Friday post is up.