Portfolio overview

A quick view of recorded activity and what needs attention.

Oct 1–21
Websites in scope8In the portfolio
Search impressions2,480Across properties
Recorded inquiries42Intake events
Appointments recorded7Recorded this period

What to review first

Acquisition Site A has 14 inquiries, and source coverage is incomplete. Inspect the website record before reading conversion.

Source confidence

SourceStatusMeaning
Website inventorySaved snapshotSite metadata only
Search reportingConnectedImpressions and clicks
CRM attributionPartialAttribution still open

Inspect websites

Review each asset’s role, intake state, and reporting coverage.

WebsiteRoleInquiry captureSearch coverage
Acquisition Site AAcquisitionReview neededReporting
Acquisition Site BAcquisitionConnectedReporting
Lyons LifeTrustNot a lead receiverUnknown
Acquisition Site CAcquisitionUnverifiedNot imported

Next step

Compare an acquisition site’s search visibility with its recorded inquiry path.

Organic search

Search performance, kept apart from leads and sales.

Impressions2,480
Clicks31
Average CTR1.25%
Sites reporting2 / 4

Visibility by site

Acquisition Site A1,680 impressions
Acquisition Site B800 impressions

GoHighLevel

CRM activity for this period.

Contacts created126
Opportunities created39Not policy sales
Calendar events12
Unattributed contacts54

Source coverage

SourceContactsConfidence
Acquisition Site A24Matched source
Acquisition Site B18Matched source
Unattributed54Unknown origin

Executive reports

A clear brief for the period you choose.

Agent operations

Nothing goes out until you approve it.

Global stateSupervised
Outbound actionsApproval-gated
CRM writesApproval-gated
Approval requiredOn

Human review

Outbound messages and CRM writes stay queued until approval.

Illustrative data