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Intelligence
Analytics
A complete picture of leads, appointments, conversions, revenue, and what's driving growth.
New leads (MTD)
612
+18%
Close rate
34.2%
+2.4 pts
Revenue YTD
$1.84M
Customer LTV
$8,420
Revenue
Last 12 months
Lead Sources
- AI Trust Engine38%
- SEO24%
- Social16%
- Referral12%
- Paid10%
Appointments by Week
Conversion Trend
Top Performing Assets
| Asset | Clicks | Conv |
|---|---|---|
| IUL Retirement Strategy (Blog) | 4,820 | 6.4% |
| Living Benefits 60s Reel | 3,210 | 4.1% |
| Mortgage Protection Guide (PDF) | 2,940 | 8.2% |
| Family Protection Quiz | 2,110 | 11.7% |