GHL

Pathwaize Admin

Intel Brief

What happened, where the bottleneck is, and what to do next.

vs previous 7 days · Jul 5 – Jul 11
Deal Type

Coming soon. Data shown is for demo representation only.

Business Scorecard

Executive summary for the selected period
Acquisition
New Leads
142
↑ 18%vs previous period

120 previous period

Appointments Held
38
↓ 9%vs previous period

67% show rate

Offers Made
24
↑ 9%vs previous period

63% appointment → offer

Contracts Signed
9
↑ 12%vs previous period

38% offer → contract

Financial
Active Projected Gross ProfitSNAPSHOT · AS OF JULY 19
$486K

14 active contracts

Closed Deals
6
↑ 2vs previous period

67% contract → close

Realized Gross Profit
$174K
↑ 11%vs previous period

$29K avg gross profit per deal

Wholesale GP: revenue - direct deal costs · Flip GP: sale proceeds - purchase, renovation, financing, holding & selling costs

Performance Trends

Acquisition Activity

select up to 3 metrics

Daily grouping · each metric scaled to its own range

Profit Performance

$K per day · projected added vs realized

Acquisition Funnel

Lead → Close · 4.2%
New Leads
142
Appointments Held
3827% from prev
Offers Made
2463% from prev
Contracts Signed
938% from prev
Closed Deals
667% from prev
Diagnostics

Performance by Motivation

Foreclosure
$58K
Inherited
$41K
Divorce
$34K
Tired Landlord
$22K
Relocation
$12K
Vacant
$7K

Performance by Lead Source

Facebook
$64K
Direct Mail
$42K
Referral
$31K
Cold Call
$21K
Google PPC
$12K
SEO / Organic
$4K

Intelligence Summary

AI Generated
Opportunity
Finding:
Facebook is your most efficient source end-to-end — 46 leads, 3 closings, $64K realized profit.
Impact:
Scaling it 20% at current conversion adds ~$13K realized profit per month.
Action:
Shift 20% of Google PPC budget toward Facebook and Direct Mail.
Bottleneck
Finding:
Appointment show rate fell from 81% to 67% — 57 scheduled, only 38 held.
Impact:
Approximately four additional appointments could have been held at the previous rate.
Action:
Review reminder timing and no-show follow-up.
Recommended Action
Finding:
9 negotiation-stage opportunities have had no touch in 7+ days.
Impact:
Stalled deals at this stage historically close 40% less often.
Action:
Re-engage stalled negotiation-stage opportunities this week.