KPIs
The funnel at a glance — sources in, deposits out. The spine of the weekly review.
Scaffold. Figures are placeholders. Live wiring: GA4 (traffic/events) · MailerLite (list/opens) · Wealthbox (leads → meetings → deposits → pipeline $). Keep STQ-only, behind auth.
Sessions (7d)
—
awaiting GA4
GA4
Email signups (7d)
—
awaiting MailerLite
MailerLite
New leads (7d)
—
awaiting Wealthbox
Wealthbox
Meetings booked
—
awaiting Wealthbox
Wealthbox
Deposits
—
the one that pays
Wealthbox
Pipeline $
—
est. AUM in flight
Wealthbox
Leads by source
Funnel this week
| Stage | Count | Conv. |
|---|---|---|
| New leads | — | — |
| Qualified | — | — |
| Meeting booked | — | — |
| Discovery done | — | — |
| Deposited | — | — |
Top post (7d)
— awaiting LinkedIn + GA4 data. Surfaces the week's highest-engagement post so the content engine learns what's working.