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Executive summary — Jan – May 2026
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Executive scorecardJan – May 2026
Year to date — Jan – May 2026
Revenue Generated
—
Hires × avg case value
— ROAS
Hired Cases
—
Attributed + untagged
+13 untagged TN
Marketing Spend
—
All paid channels
Blended CPA
—
Spend ÷ attributed hires
Month to date — May 2026
Revenue Generated
—
CO $111,795 · TN $14,111
— ROAS
Hired Cases
—
CO 15 · TN 3
18 firm total
Marketing Spend
—
MTD all channels
Blended CPA
—
MTD spend ÷ MTD hires
Revenue by channelJan – May 2026
| Channel & Office | Spend | Hires | Est. Revenue | CPA | ROAS | Attribution | Confidence |
|---|
Revenue = hires × ACV input (editable in Projections). ROAS = revenue ÷ spend. LSA lead-gen metrics shown separately below. +13 TN hires unattributed (GHL tagging gap) excluded from channel counts but included in scorecard totals.
Funnel & conversion efficiency
Conversion rates — the health check
MQL → Consult
—
Qualification efficiency
Consult → Hire
—
Close rate
MQL → Hire
—
End-to-end rate
Funnel volume
MQLs (YTD)
Consultations
Signed Clients
Impressions
LSA — lead acquisition view
LSA generates qualified leads tracked via Tonya's EOD reports — not direct hire conversions. Shown separately to avoid comparing against fully attributed channels.
| Channel | Spend | QLs (EOD) | CPL |
|---|
GHL attribution gap
📌 TN LSA: 5 GHL-confirmed hires · $103/lead
📌 CO LSA: 18 GHL-confirmed hires · primary CO volume driver
📌 +13 TN hires unattributed in GHL — likely LSA or referral
📌 Facebook TN: All leads out-of-service-area (statewide targeting)
MQL tracking — $5M goal
MQL progress
YTD Actual
621
YTD Goal
3,465
MTD Actual
131
MTD Goal
285
YTD toward goal17.9%
0621 of 3,4653,465
WTD
~13
Prior Wk
~28
Change
—
Wk Goal
67
YTD Actual
MTD Actual
WTD Actual
Prior Week
YTD Goal
MTD Goal
CaseEngine ROI — month by month
| Month | Hires | Revenue | Spend | ROI |
|---|---|---|---|---|
| January 2026 | 3 | $21,000 | $2,000 | 950% |
| February 2026 | 6 | $42,000 | $2,000 | 2,000% |
| March 2026 | 5 | $35,000 | $2,000 | 1,650% |
| April 2026 | 1 | $7,000 | $2,000 | 250% |
| May 2026 | 2 | $14,000 | $2,000 | 600% |
| YTD Total | 17 | $119,000 | $10,000 | 1,090% |
Spend & efficiency analysisJan – May 2026
Spend by channel
No data for this filter
ROAS by channel (revenue ÷ spend · attributed only)
No attribution data
Financial projections
Annual spend proj.
—
At current pace
Annual revenue proj.
—
Attributed hires × ACV
Annual hires proj.
—
Full-year estimate
Blended ROAS
—
Revenue ÷ spend
MQL pacing
—
YTD vs annual goal
ACV per case ($)
$9,315
Edit to recalculate all revenue
Needs investigation
Operations Detail
May 2026 hires · Pipeline · Individual case data — click to expand
| CO Client | Matter | Date | Value |
|---|---|---|---|
| Stelly, Adrienne | Divorce w/children | 5/4 | $11,358 |
| Cruze, James | Divorce | 5/5 | $6,274 |
| Newell, Nathan | Stepparent Adoption | 5/6 | $11,953 |
| Mortensen, Natalie | Divorce w/children LR | 5/11 | $6,034 |
| Jackson, Jarrell | Custody LR | 5/11 | $6,034 |
| Taylor, Joseph | Divorce LR | 5/13 | $6,034 |
| Holland, Lynette | Divorce w/children | 5/13 | $11,358 |
| Davidson, Dallas | Custody | 5/14 | $7,358 |
| Malone, Deborah | Prenup | 5/15 | $1,500 |
| Martinez III, William | Child Support unbundled | 5/19 | $1,892 |
| West, Jada | Custody LR | 5/20 | $6,034 |
| Rouleau, Carmen | Divorce unbundled | 5/20 | $1,892 |
| Mese, Lance | Divorce | 5/20 | $11,358 |
| Carlson, Mary | Divorce | 5/27 | $11,358 |
| Gates, Adam | Divorce w/children | 5/27 | $11,358 |
| CO Total (15 hires) | $111,795 | ||
| TN Client | Matter | Date | Value |
|---|---|---|---|
| Bonnell, Christian | Trust | 5/4 | $1,500 |
| Richard, Scott | Divorce | 5/4 | $9,111 |
| Miller, Betsy & Greg | Estate - Partition/Civil | 5/20 | $3,500 |
| TN Total (3 hires) | $14,111 | ||
Additional May business
↳ Unbundled → Full: Wegner Guiang — Divorce LR — $6,034
↳ Former → New: Bruining, Jon — Estate Planning — $750
Firm Grand Total MTD
$132,690
CO pending pipeline — May 27
📋 Kornacki, Lily — Case Eval 5/28
📋 Marr, Dilynn — Divorce consult 6/4 (SEO)
📋 Josiah, Kahla — Consult 5/28 (Home Page)
📋 Houghton, Liliian — Custody consult 5/28
📋 Davis, Brian — Post-nup consult 6/4
TN: Sediqi, David — Divorce consult 6/2
Brighter Day Law℠ · Executive Revenue Dashboard · · Sources: COO-verified GHL · SMBTeam TN KPI Tracker · Tonya Stevens EOD Reports · Confidential