Model revenue targets, ad spend scenarios, and forward forecasts from your real data
Your KPIs — Last
Revenue Goal ($)
Avg Deal Size ($)
Ad Budget ($)
Target Month
What You Need to Hit Goal
Assumptions & Data Sources
Historical Trend — Last 6 Months
Actual revenue, cash collected, and ad spend
Model different monthly ad budgets against your actual KPIs to see projected revenue and deals
Base Monthly Spend ($)
Max Monthly Spend ($)
Projected Revenue by Ad Spend
12-Month Performance
Click any month for full breakdown
Revenue vs Ad Spend — 12 Months
Monthly Ad Spend ($)
Months to Project
Growth Rate (%/mo)
Forward Revenue Forecast
Based on your actual KPIs + inputs above
Prospect Buckets
One tap sends to your Zapier sequences — Sold, Follow Up, or No Show
Sold
Closed deals
Follow Up
In follow-up sequence
No Show
In no-show sequence
AI Pattern Intelligence
Common themes across all analyzed calls
Onboarding
Closed to active — every client, every payment, every handoff task
Sales Reps
All rep performance aggregated in one place
Data Setup
Data Cleanup
Fix bulk-imported data
If your entries all have the same transcript copied from a bulk import, click below to clear them so AI grading works correctly.
Supabase Table SQL
CREATE TABLE IF NOT EXISTS kv_store_7c34abf3 (
key TEXT PRIMARY KEY,
value JSONB NOT NULL,
created_at TIMESTAMPTZ DEFAULT NOW(),
updated_at TIMESTAMPTZ DEFAULT NOW()
);
ALTER TABLE kv_store_7c34abf3 ENABLE ROW LEVEL SECURITY;
CREATE POLICY "Allow all" ON kv_store_7c34abf3
FOR ALL USING (true) WITH CHECK (true);
Log Entry
Handoff Checklist
✓
Access Granted
✓
Assets Sent
✓
Ads Live
✓
CRM Set Up
✓
Funnel Built
✓
Kickoff Call Done
Call Status
✓
Scheduled
✓
Showed
✓
Offered
✓
Closed
✓
No Show
✓
Cancelled
Martha
Bulk Import CSV
Required: first, last, date Optional: email, phone, spend, revenue, notes, showed, closed
Sent to Follow Up sequence
Backups & Data Recovery
Every save is automatically backed up. Nothing ever disappears.
How backups work: Every save is cached locally in your browser first, then written to Supabase. Each write also creates a timestamped backup row. Up to 50 backups are kept. If Supabase is temporarily down, saves queue locally and sync automatically when reconnected.
Zapier Webhook Settings
Paste your webhook URLs below — one tap sends prospect data to your sequences
When pressed: sends name, email, phone, date, call summary to your follow-up email sequence
When pressed: sends name, email, phone, date to your no-show re-engagement email sequence
How to get your webhook URLs from Zapier:
1. Go to zapier.com → open your Follow Up Zap
2. Click the Trigger step → it should be "Webhooks by Zapier"
3. Copy the webhook URL shown there
4. Paste it above and repeat for No Show Zap
Data sent on button press: first, last, email, phone, date, prospectScore, callSummary, mainObjections, followUpNote, sequence, sentAt