R
Setter Lead Tracker
Type the name, pick the status — dates fill in automatically.
Range
Spend & Cost · same range · source: Spend tab (FB/Meta)
Conversion Funnel
Click a bar to use it as the base (100%)
Today ·
Appointments scheduled for today
Pending disposition · appointments today or earlier with no outcome
Appointments needing disposition (Showed / No Show / DQ)
Closed by close date
Since
Closed (most recent first)