Overview

Commissions, attribution & ROAS in one place

June 2026 Updated Jul 19, 8:00 AM CT

Agency FYC

$201.2K

89% of $226K goal

Blended ROAS

3.84x

FYC per $1 ad spend

Ad spend

$52.3K

tracked, all channels

Policies written

488

from 360 enrollments

Enrollments

360

June 2026

Agent commission

$68K

paid to closers

Avg FYC / policy

$412

first-year

Appointments

1,280

19.1% no-show

Leads

8.2K

tracked end-to-end

Conversion funnel

Lead → booked → held → enrolled

Leads 8,240 top of funnel

All tracked leads (GHL)

Booked appts 1,280 15.5%from prev

Appointments booked

Held 949 74.1%from prev

Net of no-show + cancelled

Enrolled 360 37.9%from prev

488 policies · 1.36 per client

Product mix

488 policies by type

MAPD 171 · 35.04%
Med Supp 117 · 23.98%
DVH 70 · 14.34%
Final Expense 45 · 9.22%
Critical Illness 28 · 5.74%
Hospital Indemnity 26 · 5.33%
Life 18 · 3.69%
PDP 13 · 2.66%

Daily signal

Leads, appointments, enrollments & FYC over time — switch metric & range

New leads · last 30 days

2,944

Revenue & ROAS by channel

Agency FYC attributed via enrollment · ad spend + ROAS where tracked

$201,230

Meta $55,102

136 policies · 3,120 leads · $24,559 spend 2.24x ROAS

Google $40,463

88 policies · 1,640 leads · $14,005 spend 2.89x ROAS

VSL $40,328

102 policies · 1,490 leads organic

Webinar $30,331

74 policies · 910 leads · $7,791 spend 3.89x ROAS

Veteran $24,059

56 policies · 780 leads · $5,992 spend 4.01x ROAS

Referral $10,946

32 policies · 300 leads organic

Closer leaderboard

Agency FYC written · 11 closers

1 TC

Tyrese Coleman Tier 1

$23,311 56 pol

2 HW

Hannah Whitfield Tier 2

$21,635 46 pol

3 EC

Ethan Caldwell Tier 2

$20,692 51 pol

4 SM

Sofia Marchetti Tier 2

$20,260 46 pol

5 NB

Naomi Brooks Tier 1

$20,155 44 pol

6 DR

Dominic Russo Tier 1

$19,065 47 pol

7 AG

Aaliyah Grant Owner

$19,027 45 pol

8 CF

Caleb Fontaine New Hire

$15,751 44 pol

9 PA

Priya Anand Tier 1

$15,563 38 pol

10 MB

Marcus Bell Owner

$13,713 35 pol

11 LP

Logan Pierce Tier 1

$12,058 36 pol

Appointments

1,280 booked · status & channel

19.1% no-show rate

Confirmed 757
No Show 224
Showed 192
Cancelled 107

By channel

Webinar

322

VSL

283

Veteran

196

Goal pacing

Vs. summed team targets (Goals table not yet seeded)

Team revenue 89%

$201,230 / $226,000

$24,770 to goal

Policies written 100%

488 / 486

0 to goal

Appointments booked 54%

406 / 752

this month · 752/mo setter target

Needs review

Data-quality on written policies

1% flagged

policies need a look

Unpriced ($0 FYC) 3

No product type 0

Mostly pending carrier-rate gaps (VA pulls) + a few mis-keyed products.

Activity leaderboard

Dials this month · 9,245 total

Priya Anand

972

Tyrese Coleman

958

Dominic Russo

920

Sofia Marchetti

914

Marcus Bell

865

Ethan Caldwell

802

Call Activity feed (dials · talk time · connects) — a 200-dial daily floor.

Setters

5 active · 752/mo team target

attribution pending

1,280

appointments booked (team)

Rosa Delgado 159

Jamal Pierce 160

Kayla Nguyen 133

Andre Foster 155

Bianca Lopez 145

Per-setter booking credit lights up once appointments carry the setter's GHL user id (real emails needed).

Agency Partner Discovery Calls

all-time · tracked separately from client appointments

14 all-time calls

By month

Apr 2026

May 2026

Jun 2026

11 confirmed · 3 showed