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Setters Academy
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Cash Collected
$0
Projected
$0
Cash Pending
0
Qualified Calls Booked
0
Close Rate
0%
Show Rate
0%
Daily Performance
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Calls
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Closes
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Cash
Cash / Call
AOV
Cash Collected
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Convo → Booked
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Booked → Qualified
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Closer
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AOV
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Setter
Calls Pitched
0
Calls Booked
0
Qualified Booked
0
Qualified Inbounds
0
Outbounds
0
Follow Ups
0
Conversations
0
Hours Worked
0
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Booked Calls
0
Qualified Booked
0
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0%
Cash per Call
$0
AOV
$0
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0%
Booked Calls
Cash Collected
$0
Booked Calls
0
Qualified Booked
0
Show Rate
0%
Close Rate
0%
Cash per Call
$0
AOV
$0
PIF Rate
0%
Booked Calls
Cash Collected
$0
Booked Calls
0
Qualified Booked
0
Show Rate
0%
Close Rate
0%
Cash per Call
$0
AOV
$0
PIF Rate
0%
Booked Calls
Payments
+ Add Deal
Date
Customer
Amount
Type
Status
Notes
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Notes
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Add Deal
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Call Info
Today's date
*
Required
Lead Name
*
Required
Who set this call?
Where did this lead come from?
YouTube
Instagram
Referral
None (Direct Booking)
Outcome
What was the outcome of the call?
Closed
Follow-up
Lost
No-show
Rescheduled
DQ pre-pitch
DQ post-pitch
Cancelled
How did they pay?
PIF
Split
How many payments is the deal split into?
2
3
4
Total value of the deal ($)
*
Required for Closed deals
How much cash did you collect?
*
Required for Closed deals
Payment Schedule
Other
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Any notes on this call?
