Funnel metrics
Acquisition, conversion, and sales performance.
Conversion funnel
Unique leads at each stage · selected date range
Landing-page journey
Impressions, opt-ins, surveys, VIP purchases and VIP Strategy Call bookings.
Journey details
| Step | Count | % of previous step | Tracking status |
|---|
VIP Strategy Call counts bookings on the iClosed VIP calendar, excluding cancelled and replaced bookings. Impressions are GA4 users. Opt-ins, surveys and VIP purchases use saved business records when available; GA4 is the fallback for opt-ins and surveys. CRM surveys follow the registration cohort; bookings and purchases use their activity dates. Percentages compare totals across sources, not verified same-user progression. GA4 is affected by consent and reporting delays.
Closers
Bookings, purchases closed, and cash collected.
| Closer | Calls booked | Calls held | Show rate | Close rate | Closes | Cash collected | Cash / attended |
|---|
Strategy and VIP calls count as held when the lead and assigned closer overlap in Google Meet for at least 10 minutes. Automatic classification awaits a verified booked call. Missing or ambiguous evidence remains unresolved; no-shows are not inferred. Attendance-based purchase metrics remain — until purchase matching is verified. Bookings and purchases follow their own activity dates. Cash is fully paid amounts recorded in Notion. Partial payments, unresolved duplicates or unknown currency may make cash unavailable.
Closes over time
| Closer | Last 7 days | Last 14 days | All time |
|---|
Setters
Calls booked and purchases generated for the closing team.
| Setter | Calls booked | Purchases driven | Booking-to-purchase | Cash driven |
|---|
Purchases driven counts unique purchasing leads attributed to the setter in the CRM. Cash driven is the amount collected from those leads. Booking-to-purchase is shown only when booked leads can be matched to purchases. Zohayr appears in both roles; setter attribution and closer results describe the same sales and must not be added together.
Data sources
Integrations are managed through chat. Reports refresh when opened, every five minutes while visible, or when you select Sync data.
Google Analytics
Checking connectionWebsite impressions and backup opt-in/survey event counts.
Notion CRM
Checking connectionOpt-ins, surveys, lead identity and setter / closer attribution.
iClosed
Checking connectionStrategy and VIP bookings and assigned closer.
Google Meet attendance
Checking connectionStrategy and VIP calls. Automatic attendance results await a verified booked call.
Notion Purchase Tracker
Checking connectionCohort closes and recorded collections. VIP purchases are separate from cohort closes.
VIP payments
Checking connectionVerified live VIP payment ledger. Unique buyers by first payment receipt; refunds are not reconciled.
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