Every stage from ad impression to referral — with conversion rates, costs, and benchmarks. Enter your numbers monthly.
PeriodsSave each month to track trends and compare before/after hiring
No saved periods yet. Fill in data and click Save Period.
Settings
Funnel Tracker
Compare Periods
GHL Setup Guide
Stage
Your Number
Conv. Rate
Cost / Stage
vs Benchmark
Notes / GHL Field
Compare two saved periods side by side — use this to measure performance before and after making a hire or changing your ads.
How to use this with GHL: Set up the pipeline below in GoHighLevel. Each stage maps directly to a row in this tracker. At the end of each month, count how many contacts are in each stage and enter them here. GHL's reporting shows you the counts — you copy them into this tool to get the full funnel math.
Pipeline Stages to Create in GHL
Go to GHL → Pipelines → New Pipeline → name it "Closets Sales Pipeline" → add these stages in order:
1
New Lead
Contact just came in — form fill, DM, referral, or inbound call. No contact made yet.
Auto-assign from FB Lead FormAuto-assign from website form
2
Contacted
You spoke to them or exchanged messages. Qualified — they have a real project in mind.
Custom field: Project typeCustom field: Budget range
3
Appointment Booked
In-home consultation is scheduled. Date/time confirmed.
Link to GHL CalendarTrigger: confirmation SMS
4
Appointment Showed
They were home, you did the walkthrough. Measurements taken.
Trigger: follow-up sequence
5
Design Presented
3D design or concept shown to client — in person or sent digitally.
Custom field: Design file URL
6
Quote Sent
Formal proposal with price sent to client. Waiting for decision.
Custom field: Quote amountTrigger: follow-up in 48 hrs
7
Contract Signed
Client said yes and signed the agreement.
Custom field: Job valueTrigger: deposit request
8
Deposit Received
Deposit payment collected. Job is officially on the books.
Custom field: Install dateTrigger: production workflow
9
Install Scheduled
Date confirmed with client, materials ordered or in production.
Custom field: Install date
10
Installed — Review Requested
Job complete. Sent Google review request + satisfaction check.
Trigger: review SMS sequenceTrigger: referral ask in 7 days
11
Won
Paid in full. Mark as closed-won for revenue tracking.
Custom field: Final job valueTag: source (FB/referral/etc)
—
Lost / No Response
Went cold or chose a competitor. Keep in GHL for re-engage campaigns later.
Tag: lost reasonLong-term nurture sequence
Custom Fields to Add in GHL
Under Settings → Custom Fields, add these to the Contact object:
Lead Source Facebook Ad / Instagram / Referral / Google / Marketplace / Other
Project Type Closet / Laundry / Pantry / Garage / Accent Wall / Media Wall / Other
Quote Amount ($) Number field — what you quoted them
Job Value ($) Final paid amount — for revenue reporting
Referred By Name of referrer — for tracking referral sources
Review Left Yes / No — track after job completes
Economics Summary
Enter your numbers above to see the full economics summary.