Monthly Funnel
Lead → 15-Min Consult → FWPS/LLPS → Sale by month, calculated from imported normalized data.
Range
Default: last 12 months. Use YYYY-MM (e.g. 2025-01).
Leads: created_at_lawmatics → date_matter_created · Consults: date_initial_consult_scheduled → consultation_scheduled_on · LLPS: date_lps_scheduled_for → life_legacy_planning_session_datetime → date_llps_conducted → llps_scheduled_on · Sales: converted_at → hired_date. Rates with a zero denominator render as "—".
Funnel by Month
| Month | # Leads | # 15-Min Consults | # FWPS / LLPS | # Sales | Lead → Consult | Consult → LLPS | LLPS → Sales | Lead → Sales | Records |
|---|---|---|---|---|---|---|---|---|---|
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