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To: leadership@sample-co.com · From: reports@sample-co.com Mon 7:00 AM · sent automatically
Weekly lead flow analytics
Sample data

Week of May 4 – May 10, 2026

Sample Co. · 9 markets · prepared from your company brain

What matters this week

52 new members signed, the best week of the quarter, up from 48 last week and 27% above the 4-week average of 41. Month to date is 58 against a goal of 190 on day 10 of 31, which projects to about 180; closing the gap takes 6.3 signings a day for the rest of the month. Phoenix led with 8 (3 last week), while Columbus fell to 2 from 7.

Lead volume rose to 512 (486 last week, 430 average), but the $1.5M+ share slipped to 29% from 33%. Sacramento, our newest market, produced 24 leads in its first full week. Columbus (27 vs. 41) and Portland (19 vs. 31) both fell sharply. 96 leads (19%) have no market attached, up from 74 last week, which hides where a fifth of the volume came from.

Speed to lead improved; the Non-Qual share is worth a look. 61% of $1M+ leads were called within 5 minutes, up from 58%, and the connection rate rose to 11.8% from 10.9%. Meanwhile Non-Qual jumped to 24% of this week's leads from 16%, concentrated in leads with no market attached (61 of 96). Those leads have had less time to be sorted, so this looks like a change in how leads are being marked rather than a drop in quality. That's our read; the sales team can confirm.

Scorecard · vs. last week and the 4-week average

New leads (CRM)
512
▲ 5% vs last wk · ▲ 19% vs 4-wk
Leads with $1.5M+ home
29%
−4.1 pts vs last wk
Proposals created
187
▼ 8% vs last wk · ▲ 14% vs 4-wk
New members signed
52
▲ 8% vs last wk · ▲ 27% vs 4-wk
Called within 5 min ($1M+)
61%
+3.1 pts vs last wk
Call connection rate
11.8%
+0.9 pts vs last wk
Members & goal pacing
Day 10 of 31
58signed month to date / 190 goal
On pace for 180 (95% of goal). Need 6.3 a day for the remaining 21 days.

Lead → member funnel · this week's activity

Stage
This wk
Last wk
4-wk avg
New leads
512
486
430
Called at all ($1M+ leads)
268
255
Proposals created
187
203
164
Proposal links sent
214
168
…opened by the lead
96 (45%)
61 (36%)
…approved online
47 (22%)
39 (23%)
New members signed
52
48
41

Each row counts what happened this week, not one group of leads moving through. A proposal is the first priced contract for a property, created after the sales call.

Leads by day

71
88
92
64
59
77
61
Mon 4
Tue 5
Wed 6
Thu 7
Fri 8
Sat 9
Sun 10

Markets · top 8 by volume

Market
Leads
vs last wk
$1.5M+
Avg home
Signed
MTD
Phoenix
38
▲ 19%
34%
$1,412,000
8
11
Seattle
34
▼ 6%
58%
$1,884,300
6
9
Tampa
31
▲ 11%
27%
$1,180,500
5
8
Columbus
27
▼ 34%
12%
$742,900
2
7
Sacramento new
24
41%
$1,566,200
1
1
Raleigh
22
▲ 5%
36%
$1,347,800
4
6
Portland
19
▼ 39%
44%
$1,602,400
3
5
Kansas City
17
▼ 11%
18%
$921,600
2
4
(no market)
96
▲ 30%
9%
$688,200
0
0

Leads are CRM records created this week from all sources. Signed counts new members by first signed contract date.

Home value tier

A · $1.5M+29% −4.1
B · $1.25–1.5M11% +0.8
C · $1–1.25M13% +1.4
D · $750K–1M15% −0.6
E · under $750K24% +0.9
No home value8% +1.6

Disposition · set by reps

TBD31% +1.2
Medium22% −5.1
Non-Qual24% +8.4
Not interested8% −3.2
Out of service area9% +0.4
High / Low / other6%

Speed to lead · $1M+ leads

Within 5 minutes61% +3.1
Within 1 hour72% +2.4
Within 24 hours96% −0.3
Never called so far4%
Avg. calls per called lead3.8

Sales calling activity

Outbound calls3,940 ▲ 12%
Connected465 ▲ 21%
Connection rate11.8% +0.9
Talk time68 hrs
Auto-dialed, no rep831 calls

By rep

Rep
Calls
Connected
Rate
Connect rate
R. Alvarez
1,004
152
15%
S. Bennett
149
48
32%
T. Marsh
441
75
17%
M. Okafor
703
89
13%
D. Whitfield
812
101
12%

Conversion by lead week · matured 30 days

Week of Mar 9
8.7%
35 of 402
Week of Mar 16
10.5%
44 of 418
Week of Mar 23
10.7%
47 of 441
Week of Mar 30
8.4%
38 of 455

Only lead weeks with a full 30 days to sign. This is the cleanest read on whether lead quality or follow-up is changing.

Sources: CRM (read-only), call platform. Written by your AI system from your company brain. Sample data · not a real company