The weekly metrics
What to look at in the weekly meeting to know where to act.
A short weekly meeting with the same metrics every time beats a long report nobody reads.
| Question | Where to look |
|---|---|
| Are enough leads coming in? | Leads by source. |
| Are they contacted on time? | Overdue follow-ups. |
| Do they turn into calls? | Funnel: lead to booking. |
| Do they close? | Funnel: booking to sale, and no-shows. |
| Who's performing? | Leaderboards by role. |
Pick a single improvement per week and check its effect the next.
In Closeford: Daily summary, Funnel, Leaderboards and Attribution. See Metrics.