Mockup Sample numbers for layout approval — not your data. The real dashboard ships on your live pipeline, roughly two weeks after the restructure. ← Back to the proposal
Cogent · Marra Law Cogent Totals
WeeklyMonthlyAnnual

Total New Leads

187

▲ 12% vs prior month

Opportunities − hires (Cogent) + hires (Clio, after start date)

Qualified

142

▲ 9% vs prior month

New Leads − unqualified in Cogent

Set & Show

96

▲ 4% vs prior month

Opportunities − attempted-to-contact

Referrals

23

— flat vs prior month

Referrals in Cogent only

Hires

31

▲ 19% vs prior month

Clio matters after the start date

New Leads & Hires — weekly trend

Last 8 weeks · sample data

020 4060 W1W2W3W4 W5W6W7W8 W1 — 34 new leads W2 — 41 new leads W3 — 38 new leads W4 — 47 new leads W5 — 52 new leads W6 — 45 new leads W7 — 58 new leads W8 — 61 new leads W1 — 6 hires W2 — 8 hires W3 — 7 hires W4 — 9 hires W5 — 11 hires W6 — 9 hires W7 — 12 hires W8 — 14 hires 61 leads 14 hires

Leads by source

This month · sample data · one row per dropdown source, including each tracking number

Search ads · LSA TV spot · (813) 555-0142 Website form Referral Estate planning ads Main line · direct Search ads · LSA — 54 leads TV spot (813) 555-0142 — 41 leads Website form — 32 leads Referral — 23 leads Estate planning ads — 19 leads Main line · direct — 18 leads 54 41 32 23 19 18

The month as a funnel

Your four counting metrics, in order · sample data

Total New Leads 187 76% qualify ▼ Qualified 142 68% set & show ▼ Set & Show 96 32% hire ▼ Hires 31 This strip is the lead-conversion picture Philip asked about — visible at a glance, every period.

What you are looking at: the five Cogent Totals exactly as your document defined them — each tile shows its formula — plus the weekly trend, the per-source breakdown down to individual tracking numbers, and the conversion funnel. Weekly / Monthly / Annual switching, live numbers, and graph-plus-number pairing throughout. Approve the dashboard build Thursday and this layout goes live on your real pipeline. Back to the custom builds →