About

I’m Tyrel (Motion Transport — long-distance movers in Canada). I need a clean KPI dashboard + light data plumbing. **Stack & pipeline** * CRM: GoHighLevel, pipeline “Long Distance” * Stages (in order): New → Warm Lead/No Call 24h → No Answer → Contacted → Follow Up → Walk-through Booked → Walk-through Completed → Sent Invoice Need Follow Up → Deposit Received → Sales Agreement → Turned Over to Fulfilment Partner (Completed) → Lost Deal * Lead sources: source 1 (CPL $8.40) and source 2 (CPL $12.50) **Definitions** * Qualified lead = actually needs movers (everything else is non-qualified) * Win stage for reporting = **Deposit Received** * Speed-to-lead target = **text within 5 min** * “No-response 24h” = no successful call/text reply within 24h of my outreach **What I want on the dashboard (MTD/ quarterly focus)** * Total Leads; Leads by source (MoveIt vs Moving24) * Qualified count + Qualified rate * No-response 24h count + rate * Walk-through Booked & Completed * Estimates Sent * Wins (Deposit Received) + two close rates: Wins/Qualified and Wins/All * **$ Deposits (MTD)** and **$ Quote Totals (MTD)** shown **separately** * Speed-to-lead (median & p90) * Funnel: counts, conversion %, and time between each stage * Geography cut by province (already tagged) **Plumbing I need you to set up (simple, durable)** 1. Use Make.com to append event rows to a Google Sheet (“facts”): lead created, first text sent (for speed-to-lead), stage changes, estimate sent, deposit received (with deposit $), plus source & CPL. 2. Build the dashboard in **Looker Studio** (or advise if a GHL-native dashboard is better) with the tiles above. 3. Add a couple of alerts (e.g., no contact within 60 min) if easy. 4. One-page handoff doc so I can maintain it solo. **Targets & scope** * Monthly/ quartely deposits goal (MTD):