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Cerv Performance Marketing Dashboard

Spend from Google Ads API (12 MCC accounts) · MQLs from CallRail API (≥60s) · Revenue from ISS Google Sheet (New Starts TCV)
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Service
Total Spend
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Total MQLs
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Cost per MQL
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Avg Daily MQLs
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MQL Volume by Service Line

Cost Per MQL Over Time

Daily Breakdown Per-day spend, MQLs, cost, revenue · click to expand
Date Spend MQLs Cost/MQL Services TCV Cost/Svc Cost:LTV

Cancellation Breakdown by Market

Category Definitions

Scheduling: No Shows / Delays -- tech didn't show, appointment rescheduled multiple times, customer left waiting
Service Quality -- unhappy with work performed, bare minimum effort, service went downhill
Scheduling: No Coverage -- no technician available in the area, branch dropped a service line
Communication -- passed around between reps, no follow-up, phone number out of service
Billing Issues -- charged without service, collections disputes, refund requests
Switched to Competitor -- found another provider, went with a referral
Price / Budget -- too expensive, budget constraints, found a cheaper option
Life Change -- customer moved, passed away, lost job, pausing for personal reasons
Scheduling: Customer Access -- customer didn't provide gate code, key, or access. Customer-fixable
Pending / Unknown -- waiting for customer feedback or reason not yet documented

Campaign Continuity

Consecutive days ads running (target: 90+)

MQL Qualification Funnel

From inbound to qualified MQL — where leads drop off

MQL Disposition Reasons

Disposition Breakdown

ReasonCount% of Total

MQLs by Service Line

ServiceMQLs% of MQLs

Why MQLs Were Lost (transcript analysis)

MQL Loss Reasons

AI-analyzed from CallRail MQL summaries

ReasonCount%

Sample MQL Insights

Losses by Service Line

Daily MQL Routing Trend

MQLs by Channel

CallRail source attribution: which channels drive qualified calls

Channel Performance

MQL volume and qualification rate by marketing channel

ChannelCallsMQLsMQL Rate

MQLs by Day of Week

Call Utilization (MQL Calls)

Total talk time on qualified calls YTD

MQL Duration Distribution

Call length buckets for qualified MQLs

30-Day Email Performance

Sends, opens, clicks, revenue across all campaigns sent in the last 30 days

Send Activity (90d)

Daily campaign sends and opens

Industry Benchmarks

Cerv vs Mailchimp's home-services / contractor averages

Recent Campaigns

Last 10 sends — opens, clicks, revenue

SentSubjectSent ToOpen %Click %UnsubsRevenue

Audiences

List size, lifetime engagement

AudienceMembersAvg OpenAvg ClickLast Send

Top Performers

Highest open-rate subject lines (worth re-using)

B2B Pipeline · Last 90 Days

Calls classified by source name, tags, and call-summary/transcript keywords. B2B signal = property managers, HOAs, apartments, commercial accounts, RFPs, multi-location prospects.

B2B Calls by Month

Confirmed + Likely B2B trending across the 90-day window

Top B2B Sources

CallRail trackers ranked by B2B + Likely-B2B call volume

SourceTotalB2BLikelyB2B %

Top B2B Calls (by signal strength)

Strongest B2B candidates with their call summary and detected signal. Click to expand transcript notes.

Active Experiments & Tests

Stage-tracked: Plan → Ship → Measure → Iterate → Recap. Sourced from autoresearch/ + experiments.jsonl.

Recently Completed Tests

Outcome, lift, and what changed.

Deals Closed by Rep

YTD new starts from ISS tracker

Rep Performance

Deals, TCV, avg deal size, talk time

RepDealsTCVAvg Deal% RevMQL Mins*

*Talk time is apportioned by deal share — exact per-rep minutes require tracking number → rep mapping in CallRail

Why Customers Cancelled -- Service Issues

Cancellations tied to scheduling, staffing, or service delivery

Cancellation Root Cause

Service issues vs customer-driven cancellations

In Their Own Words -- Customer Cancellation Quotes

Verbatim reasons from cancellation records. These are real customers we lost.

Close Rate by Service Line

MQLs generated vs deals closed -- highlights where leads are being generated but not converted

Closed-Lost Deals -- HubSpot Pipeline

Deals that entered the pipeline but were lost. Most have no reason recorded -- itself a problem.