Appointment Setter Dashboard

You + the setter team · gamified
LIVE
Top Closers · this period
Appointments vs Target
112%
561 booked
target 500
Win Rate
▲ 4.1
31.8%
Target 30%Beat by 1.8pt
Cash Collected
▲ 12%
$284,900
Target $350k81%
New Clients
▲ 6
37
Appointments Set
▲ 22
561
Target 500112%

Client Metrics

Delivery health · from GHL + Google
Feedback Score
4.7
CSAT this month
▲ 0.2 vs June
Avg Time to Launch
6.2 days
Signed → live system
▲ 1.1d faster
Time to First Lead
2.4 days
Launch → first booked lead
— flat vs June
Time to Client ROI
19 days
Launch → break-even
▲ 3d faster

Google Reviews

Live pull · 4.8★ across 214 reviews

"Booked 9 appointments in our first week. The setters actually sound like our front desk — clients had no idea."

"Went live in 4 days. First lead came in the same afternoon. Worth every penny."

"Great system. Onboarding call could've been shorter but the results speak for themselves."

Review Volume & Rating

Reviews generated by the system · last 6 weeks
Wk 22
18
Wk 23
24
Wk 24
28
Wk 25
34
Wk 26
41
Wk 27
47

Setter Leaderboard

Ranked by appointments booked · tap a setter below for their breakdown
Podium · appointments booked
Appointments by Setter
monthly target line

Team Metrics

Visible to all setters
Appointments Set
7
Total Dials
130
Avg Show Rate
67%
Target 65%
Avg Appts / Hr
3.1
Target 2.0
SetterStatusBookedDialsWonClose % · tgt 30No-ShowsShow % · tgt 65Cash

Individual Breakdown

Tap a setter to load their metrics

Prospects by Industry

Team · contact tags
Top Closers · cash collected
Win Rate
Appointments Set
561
Sales Closed
178
▲ 14 vs June
Cash Collected
$284.9k
Commission Earned
$42.7k
Averages
AOV
$1,600
▲ $120
Avg Demo Length
34m
— steady
Speed to Close
3.8d
▲ faster
Calls / Close
3.2
▲ better

Top Product

Units sold & cash · this period
DFY Growth Sys
102
Setter Retainer
48
Ads Mgmt
28
DFY Growth System · 102 units · $163k

Sales Call Timeline

Demo appointment length · from Fathom
< 20 min
12%
20–35 min
44%
35–50 min
30%
> 50 min
14%

Sales Call Objections

Tagged on demo calls · from Fathom
Price / Budget
61
Need to think
45
Talk to partner
32
Already have setup
23
Timing / not now
18
Avg Lead Quality
7.9/10
▲ 0.6
Appt → Sale Conv.
31.8%
Cost per Acquisition
$412
▼ $38
Top Industry
Med Spas
28% of closed

Closed Clients by State

Darker = more closed deals
0
26Top: CA · TX · FL

Industries of Clients

Share of active book of business
Med Spas
28%
Home Services
22%
Dental
16%
Chiro / PT
13%
Legal
11%
Other
10%

demo.solidbookedpro.com — Funnel Analytics

Same visitor tracking the SOS admin uses · live from Supabase
Total Page Visits
14,208
Unique Visitors
6,540
Leads
318
4.9% of unique
Visits Today
241
Visitor IDVisitsTime on SiteAreaLast VisitScroll Depth
v_8f3a2167m 12sAustin, TX2m ago
94%
v_1c90de44m 03sPhoenix, AZ11m ago
88%
v_77bb0432m 41sMiami, FL19m ago
61%
v_45ee9a21m 08sDenver, CO34m ago
47%
v_09ac1310m 22sNewark, NJ52m ago
18%

Objection Intelligence

Phone (dialer) + demo calls (Fathom)

Phone Objections

From dialer dispositions
Not Interested
204
Can't Afford
126
We Get Referrals
89
Already Have
67
Think About It
57

Sales Call Objections

From Fathom demo calls
Price / Budget
61
Need to think
45
Talk to partner
32
Already have setup
23
Timing
18
Cash Collected
▲ 12%
$284.9k
Gross Margin
▲ 2.4pt
68%
CAC
▼ $38
$412
AOV
▲ $120
$1,600
Days to Close
7.4d
Lead → client
Days to First Result
8.6d
from GHL
Revenue / Employee
$23.7k
12 on payroll
Churn (monthly)
4.1%
▲ 0.6pt

Gross Profit per Product

Margin after delivery cost
DFY Growth Sys
$112k
Setter Retainer
$49k
Ads Mgmt
$29k

Revenue at Risk

MRR in accounts flagged low-engagement · from GHL
18%
$14.2k MRR
across 9 accounts

Accounts at Risk

Low engagement · pulled from GHL closed clients
AccountIndustryMRRDays Since LoginLast ResultStatus
Glow AestheticsMed Spa$2,4002114d agoAt risk
Peak Plumbing CoHome Svc$1,800179d agoWatch
BrightSmile DentalDental$2,1001511d agoWatch
Summit ChiroChiro$1,6002819d agoAt risk

Outreach Engine — demo.scalingsos.com/admin

Cold pipeline · live from Supabase

Message Path

Contacts moving through the sequence
8,420
Contacts messaged
3,190
Replied to Msg 1 · 37.9%
1,240
Replied to offer msg · 14.7%

Path Results

Sentiment of offer-message replies
Positive / interested742
Neutral / later318
Negative180

Data Architecture

One source of truth · event-driven · real-time out
5 SourcesGHL · Hubstaff · Fathom · Dialer · Supabase apps
n8n Sync LayerWebhooks on every event · a few polls where APIs force it
Supabase (SSOT)Normalized tables + views · RLS by role · Realtime
↓ Supabase Realtime (websocket push)
This dashboardReact + Vite · reads only from Supabase · updates the instant a row changes

Source Status

How each system feeds in
GHL
GoHighLevelOpportunities, pipeline stages, appts, cash, custom fields (launch/result dates)
● live webhooksynced 8s ago
HS
HubstaffHours worked, activity % per setter
● poll · 10 minAPI has no webhook
FA
FathomCall durations, objection tags, demo timelines
● live webhooksynced 1m ago
DL
Dialer (Telnyx)Outbound dials, dispositions, objection types
● live webhooksynced 3s ago
SB
Supabase appsSOS admin outreach + solidbookedpro funnel analytics
● native realtimestreaming
Standing rule honored: new syncs trigger on events (webhooks), not fallback crons. Only Hubstaff and Google Reviews poll — their APIs don't emit events.
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Targets saved for July 2026