GS DID Health

Greener Solutions · outbound numbers, connection rates and resting
Local only
Date →

Dialer Stats

PartnerInstallerranked by conversion · click a row for the coaching note
#AgentConversionConnectsActiveMsg Where did the time go?Post CallPost Appointment AverageSetsSame-DaySD %Convo→SetConvosAvg Convos/DayTalk %Avg WaitLunchMeeting1-on-1BreakBioGHLConfirm Appt
(MJ)		ScriptTrainingConf
Attempt		Active Time on
Call Tools		Expected
Seat

Campaign Performance — conversion by market

setter:

Connection Rate by Market / Campaign — connect rate per campaign (states = their named campaigns; multi-state lists shown by name)

(agent connect − answering machine) ÷ calls outbound

Connects → Set — connects per appointment, by campaign

GS connects on the campaign ÷ sets attributed to it · how many connects to book one appt (lower is better)

Calls → Set — total dials per appointment, by campaign

campaign dials (campaign-performance report, all accounts) ÷ sets attributed to the campaign on the same days · lower is better

Live Filter Performance — by list / filter

conversion & connection rate per live filter · best to worst · sets = appointments dispositioned in the dialer inside that filter

Tags Performance \u2014 by contact tag

calls, agent connects and connection rate per contact tag (list / lead carrier / zone), from the weekly DID call log \u00b7 follows the date range \u00b7 click a column to sort

KPI Tracker

ViewStateDivisionPartnerInstallerSetters

Post Set Data

One Legger Data

Averages per Setter — follows the date range · divided by active setters

Booking lead-time breakdown — same-day · next-day · 2+ days

Leaderboard

Setters in KPI — KPI: 2 qualified shows a week · 8 a month · Monday–Sunday weeks · Spartan leads only (APHS excluded)

Appointment to Deal Percentage per Market

Most Frequent DQs — why appointments get disqualified · most to least

Deal Stage breakdown

Sets by Hour of Day

✦ Key takeaways

Setter Rankings — against target: 8 qualified shows & 4 deals / month

🔥 Fire Watch — minimum-standard check on active setters

Fire Watch week →

Goal Tracker — set a monthly close goal, get a week-by-week plan

Individual Setter Performance Breakdown

PartnerInstallerSetter

Confirmation Specialist Performance

InstallerMJ’s tracking sheet counts confirmations without an installer tag, so the daily rates here are the same for every installer; the selector keeps the rest of the dashboard in step.

Financials — bookkeeping & deal tracking

Year-to-Date Bookkeeping — ready to build. Share your Google Sheets template/format and we’ll lay this out together.

DIDs Health — outbound caller-ID numbers by carrier · connection rate per number

Partner

DID Trends — graphs built from the DID report only · follow the date range and the Partner filter

🏆 Company Records

all-time · computed from the master tracker · deals & qualified shows count on the appointment date, sets on the day they were set

Upload — today’s files, one zip

Drop all of today’s files below — every CSV and the leaderboard screenshot(s). Then hit Upload: it packages everything into one .zip that downloads to your computer. Drag that single file into the Claude chat — one file instead of ten, so you never hit the chat’s per-conversation file limit.

Drop CSVs + screenshots here — or click to browse
accepts any file type · copied a screenshot? just press Ctrl+V (⌘V on Mac) while this panel is open
Staged files persist in this browser until you clear them, so you can add files through the day and bundle once. The zip is named gs-daily-<date>.zip — drop it straight into chat.

Instant master-tracker merge (optional, in-browser only)

A master-tracker CSV dropped here merges into the dashboard immediately — additive only. Everything else still needs to go to Claude via the zip above.

Drop master-tracker CSV here or click
needs Deal Stage + Setter columns