Analytics
Performance metrics across both verticals
Total Leads
199
+18% vs. prior period
Closed Deals
25
+25% vs. prior period
Avg Conversion
14.0%
+3.2pp vs. prior period
Total Revenue
$366K
+31% vs. prior period
AI Analytics Insight
Referrals are outperforming all other sources with a 32% close rate and highest revenue per lead. Google PPC drives the most volume but converts at only 12%. Recommendation: Shift 15-20% of PPC budget toward referral incentive programs. Yacht Habit vertical is growing — consider increasing dedicated marketing spend.
Lead Volume & Closings
Monthly trends
Gross Commission Income
Monthly GCI trend
Source Performance
Leads, conversion rates, and revenue by source
| Source | Leads | Contacted | Qualified | Closed | Close Rate | Revenue |
|---|---|---|---|---|---|---|
| Referral | 28 | 26 | 20 | 9 | 32.1% | $142K |
| Yacht Habit | 19 | 17 | 11 | 4 | 21.0% | $95K |
| Google PPC | 42 | 35 | 18 | 5 | 11.9% | $68K |
| Open House | 31 | 28 | 12 | 3 | 9.6% | $28K |
| Website Form | 55 | 38 | 14 | 3 | 5.4% | $24K |
| Social | 24 | 16 | 6 | 1 | 4.1% | $9K |
| Total | 199 | 25 | 14.0% | $366K |