Lead Vendor Intelligence Dashboard
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Executive Report
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⚡ Portfolio ROAS is 0.64x — below breakeven. Referrals is your only profitable source. Immediate action required on Tier 4 vendors.
Total Spend
$2,853
April 2026
Total Leads
142
across 7 vendors
Sales / Binds
10
7.0% close rate
Written Premium
$17,791
$1,779/sale
Commission Rev
$1,815
10.2% rate
Net Profit
-$1,039
ROAS: 0.64x
Cost / Lead
$20.09
avg across sources
Cost / Sale
$285
blended
Vendor Rankings by ROAS Profitability
Referrals 5.5x, EverQuote 1.6x, SF.com Melon 0.57x, Uptown PS 0.32x, FB Ads 0x, SF Uptown 0x, Melon PS 0x
Spend Allocation Budget
Spend by vendor: EverQuote $500, FB Ads $400, Uptown PS $425, SF Uptown $425, SF Melon $570, Referrals $100, Melon PS $433
Strategic Recommendations Action Plan
SCORECARD WEIGHTS
Profitability (ROAS)
50 pts
Conversion (Close Rate)
20 pts
Scalability (ROAS-driven)
15 pts
Operational Fit (Contact)
15 pts
TIER DEFINITIONS
🥇 Tier 1 – ELITEScore ≥ 80 — Scale aggressively
🥈 Tier 2 – STRONGScore 65–79 — Keep and optimize
🥉 Tier 3 – IMPROVEScore 45–64 — Fix before scaling
🚫 Tier 4 – WEAKScore < 45 — Reduce or cut
Vendor Scorecard 100-Point System
Vendor Profitability
/50		 Conversion
/20		 Scalability
/15		 Op. Fit
/15		 Score Tier Primary Bottleneck Recommended Action
Score Distribution
Scores: Referrals 89, EverQuote 49, Uptown PS 48, FB Ads 32, SF Melon 36, SF Uptown 21, Melon PS 21
Full Performance Table Monthly
Vendor Type Spend Leads Contacts Quotes Sales Contact% Close% Auto Prem
2× annual		 Fire Prem
1× annual		 Life Prem
1× annual		 Health Prem
1× annual		 Total Written
Prem		 Commission Net Profit ROAS CPL CPQ CPS
Contact vs Close Rates
Contact and close rate comparison by vendor
Revenue vs Spend
Revenue vs spend by vendor
💡 Max Bid = Revenue/Sale − Min Profit Threshold ($50). Commission 10.2% · Auto leads = 2× annual payments · All others = 1×
Maximum Profitable Bid Prices Know Your Ceiling
Vendor Rev/Sale Min Profit/Sale Max Bid/Sale Max Bid/Lead Max Bid/Quote Current Cost/Sale Headroom/Sale Status
Bid Headroom Analysis
Bid headroom by vendor
Month Total (Quotes)
26
quotes logged this month
Daily Average
2.9
quotes per active day
April 2026 — Daily Quote Log
Sun
Mon
Tue
Wed
Thu
Fri
Sat
Monthly Summary vs Lead Input
VendorQuotes (Tracker)Leads (Lead Input)DifferenceQuotes/Day
Daily Quote Volume
Daily quote volume April 2026
🔮 Projections based on historical rates. Improving close rate or reducing CPL will compound outcomes dramatically.
Scenario Inputs
🔵 Scenario A Budget
🟢 Scenario B Budget
🟠 Scenario C Budget
Scenario Snapshot Comparison
Scenario comparison chart
Vendor Budget Allocation by Scenario
Vendor Hist. CPL Hist. Close% Hist. Prem/Sale 🔵 A Budget A Est. Leads A Est. Sales 🟢 B Budget B Est. Leads B Est. Sales 🟠 C Budget C Est. Leads C Est. Sales
Monthly History
Multi-Month ROAS Trend
ROAS trend over time
Revenue vs Spend Over Time
Revenue and spend trend
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