MS Strategies · Client Ops

Appointments

Date	Lead	Setter	Closer	Funnel	Source	Qual.	Financing	Value	Cash	Status

Setters · Booked & Show Rate

Closers · Cash per Taken Call

Closer Leaderboard · Full Breakdown

Closer	Taken Calls	Closes	Close Rate	Cash Collected	Cash / Taken Call

Objections, qualification and financing come straight from the post-call form on every taken call.

Most Frequent Objections

On non-closed calls

Financing Outcome

Of qualified leads

Objection Detail

Date	Lead	Closer	Objection	Qualified	Financing	Status	Recontact

Full funnel from ad click to close, including VSL engagement and the Typeform application drop-off. Use the Funnel filter above to isolate VSL, DM or Webinar.

Full Funnel · Drop-off

VSL Engagement

Typeform Application · Step Drop-off & Answer Split

Answer distribution · "What is your current monthly revenue?"

Meta connected. Every campaign, ad set and ad in one place. Sort by spend or ROAS, open the ad in Ads Manager, and see Facebook vs Instagram bookings.

Bookings by Platform

FacebookInstagram

Campaigns

Sort by

	Campaign	Platform	Spend	Leads	Bookings	Revenue	ROAS	CPB

Setters · Booked & Show Rate

Closers · Closes & Cash

Qualification by Setter

Booked leads that qualified on the call

Setter	Booked	Showed	Show Rate	Qualified	Qual Rate

Monthly Inputs

Traffic · Opt-ins · Ad Spend · Goal

Month	Traffic	Opt-ins	Ad Spend	Goal

Client

Active client name

Prospect Demo Link

Public read-only, for outreach

Prospect / business name (optional)

Drop this in a DM or email. Add a name to brand the demo to that prospect: they see it as their own dashboard.

Data

How it works

One source of truth: the post-call form logged on every booked call. Setter, closer, offer, traffic source, funnel, qualified, financing, main objection, cash collected and recontact date all live on that form.

Your closers open the form at /#form (or the + Log call button up top), fill it in seconds after each call, and every number here moves instantly. Reps only see the form, the client only sees the dashboard.

From it, the whole dashboard calculates itself: scorecards, funnel, show and close rate, team leaderboards, objection breakdown, financing outcome and recontacting queue. Meta spend and the funnel-data metrics come from the connected ad and page inputs.

Manage every coaching client from one place: switch clients in the top bar, or pick + Add client to spin up a fresh workspace. Each client keeps its own appointments, campaigns and funnel data.

Data is stored locally in this browser. Export JSON backs up all clients at once. For live shared access with real client data, upgrade to server sync later.

Meta Ads Campaigns

Campaign	Platform	Spend	Leads	Bookings	Revenue

Funnel Data

Drives the Funnel Data page