CEO Dashboard
YF

CEO Dashboard

Real-time overview

Monthly Revenue

$2,350

↑ 47.9%

Cash Collected

$1,925

↑ this month

Monthly Profit

$1,150

↑ 57% margin

Clients

5 / 8

↑ 0% churn

Revenue vs Cash Collected

$8,780
$8,625
Behind
Sales Pipeline
$15,900
Leads1
Leads
Setter Call1
Setter Call
Closer Call1
Closer Call
Proposal1
Proposal

Hot Prospects

Maria Torres
$800/mo
Carlos Mendez
$750/mo

Sales Pipeline

GHL Live
Loading from GHL...

Marketing & Funnels

2 funnels active

Ad Spend

$350

↑ 25% vs prev

New Leads

8

46 total

CPL

$43.75

avg $16.30

Calls Booked

4

3/4 showed
Ad Spend vs Leads
Spend
Leads
Funnel Conversion — This Month
CTR 2.18%
Impressions
55,000
2.2%
Clicks
1,200
0.7%
Leads
8
50.0%
Calls Booked
4
75.0%
Showed
3
0.0%
Closed
0
Funnels

VSL Funnel — Consultores

VSL|meta
Active

Follow-Me Ads — Retargeting

Lead Magnet|meta
Active

Direct Booking — Clinicas

Direct Booking|meta
Paused
Active Campaigns
ROAS 10.3x
META

VSL — Consultores Financieros

Active

Spent

$285

Leads

5

CPL

$57

CTR

2.3%

Budget burn$285 / $450
META

Retargeting — VSL Viewers

Active

Spent

$65

Leads

3

CPL

$22

CTR

4.1%

Budget burn$65 / $150

KPIs por Área

Ventas

Close Rate

21%

Lead→Call

52%

Calls Total

24

Deals Closed

5

Y

Yamil (Closer)

24% close

$8,625
Delivery

Health Score

76%

At Risk

1

Actuarios MX (B2B)
Sprint 90
Actuarios MX (B2C)
Sprint 60
Jorge Gonzalez
Sprint 30
Alejandro Gonzalez
Onboarding
Contenido

Posts Published

12

Avg Engagement

3.8%

Scripts (AI)

8

News Pulled

45

Top FormatYT Long

Profit Margin

52.0%

↓ 12.8pp

Expenses

$775

+3.8%
See all →
HighLevel
$297.00
Conci Fee
$220.00
Delani
$138.84
Claude AI
$91.79
HighLevel (extra)
$10.00
Skool
$9.00
Railway
$8.00

Available Balance

US Dollar

$2,830.82

Scale Targets
Monthly Revenue$2,350 / $10,000
Active Clients5 / 8
Close Rate21% / 40%
Monthly Profit$1,150 / $7,000
Capacity
5/8clients

3 slots open

Potential: $10,500

Active Clients
This month
AM

Actuarios MX (B2B)

2025-09-01

Actuarios$400
AM

Actuarios MX (B2C)

2025-10-01

Actuarios7d$200
JG

Jorge Gonzalez

2026-01-15

Clinica$600
AG

Alejandro Gonzalez

2026-02-01

Clinica$725
SA

Sol Alsina

2026-02-28

Coaching3d$425