Lead Generation Dashboard

Total Leads

566

All channels · YTD

+79 since Feb

Converted

Of 566 total leads

Goal: 100 / yr

Conversion Rate

2.3%

Digital: 1.3% · Outreach: 30%

13 of 566

Active Pipeline

Review · Benefits · Pending

Not yet converted

Physician Outreach

30%

Best-converting channel

6 of 20 leads

48

Leads Engaged
Toward Goal

13 converted ✓

35 in pipeline →

52 remaining to goal

Road to 100 Conversions 13 confirmed + 35 in pipeline

13 Converted 35 Active Pipeline

0255075100

In Progress

13 ✓

Upcoming

Target: 25

Upcoming

Target: 25

Upcoming

Target: 37

In Progress Toward Goal

Confirmed Conversions

✓

Active Pipeline

Review · Benefits · Pending

→

Total Engaged

48 / 100

48%

Monthly Lead Volume

Digital Outreach Physician Outreach

Jan

197

Feb

207

Mar*

162

* Mar 1–20 partial month

Channel Performance

Digital Outreach

Website + Social

546

1.3%

Physician Outreach

Coordinator

30.0%

💡 Key Insight

Physician Outreach converts at 30% — 23× higher than Digital Outreach. Scaling this channel is the highest-leverage path to hitting the 100-conversion annual goal.

Physician Outreach

Digital Outreach

Total YTD

Campaign CPA Breakdown

Total Campaign Leads

414

Est. Total Spend

$5,328

Blended CPA

$12.87

Best CPA

$6.31 Ontario

SAC

Sacramento

Cost Per Lead

$15.71

45 leads

~$707

Van Nuys

Los Angeles

Cost Per Lead

$9.75

93 leads ★ Most

~$907

San Diego

Cost Per Lead

$16.26

56 leads

~$911

Anaheim

Orange County

Cost Per Lead

$19.60

32 leads ↑ High

~$627

Torrance

South Bay LA

Cost Per Lead

$12.08

52 leads

~$628

Riverside

Inland Empire

Cost Per Lead

$15.37

41 leads

~$630

Wilshire

Los Angeles

Cost Per Lead

$12.81

49 leads

~$628

Ontario

Inland Empire

Cost Per Lead

$6.31

46 leads ★ Best

~$290

CPA Ranking — Lower is Better

Ontario

$6.31

Van Nuys

$9.75

Torrance

$12.08

Wilshire

$12.81

Riverside

$15.37

SAC

$15.71

San Diego

$16.26

Anaheim

$19.60

Lead Pipeline Status

566

total

Closed — Declined

288

50.9%

New

241

42.6%

Review

2.6%

Accepted (Converted)

2.3%

Benefits Check

0.9%

Pending / Other

0.7%

Conversion Analysis

Physician Outreach

6 conversions / 20 leads · Patricia Bianca Simtoco

30.0%

Digital — Website (Organic)

7 conversions / 105 organic leads

6.7%

Digital — Social Campaigns

0 conversions / 441 paid leads YTD

0.0%

Top Decline Reasons

Insurance

Wrong Service

Client Declined

Location

Approval Denied

Territory Deep Dive

Territory	Total Leads	Digital Outreach	Physician Outreach	Converted	Conv. Rate	Volume Share	Active Pipeline
SAC Sacramento	58	50	8	5	8.6%	10.2%	8
SD San Diego	55	51	4	2	3.6%	9.7%	4
LAW Los Angeles West	21	19	2	2	9.5%	3.7%	3
LAN Los Angeles North	19	19	0	2	10.5%	3.4%	3
IEN Inland Empire North	19	14	5	1	5.3%	3.4%	4
OC Orange County	10	10	0	1	10.0%	1.8%	2
IES Inland Empire South	9	8	1	0	0.0%	1.6%	1
BAY Bay Area	4	4	0	0	0.0%	0.7%	1
Unknown Unassigned	168	168	0	0	—	29.7%	—

⚠ 168 leads (29.7%) have no territory assigned — primarily from Social Media Paid campaigns. Territory assignment needed to fully attribute performance.