📊 Monthly Dashboard
Snapshot of all vendor performance — all metrics calculated live
View:
Vendor Performance
Funnel Conversion by Vendor
Profit & ROAS by Vendor
Spend Allocation
Immediate Action Priorities
📥 Lead Input —
Blue cells = your inputs · All other columns calculate automatically · Edit any cell directly in the table below
⚠️ Auto Premium (col I) is always multiplied 2× for annual commission regardless of lead type · Commission = (Auto×2 + Fire + Life + Health) × Comm Rate
| Vendor / Provider | Lead Type | ── INPUTS ── | ── COMMISSION ── | ── CONVERSION RATES ── | ── COST METRICS ── | ── PREMIUM ── | ── REVENUE ── | ── PROFIT ── | ── ROAS ── | ── RANKING ── | Notes | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Spend ($) | Leads (#) | Contacts (#) | Quotes (#) | Sales (#) | 🚗 Auto Prem ($) 2× | 🔥 Fire ($) | 🧬 Life ($) | ❤️ Health ($) | Comm Rate % | Annual Comm Rev ($) | Contact % | Quote % | Close % | Quote→Close % | Funnel Drop L→Q | Funnel Drop Q→C | CPL ($) | CPC ($) | CPQ ($) | CPS ($) | Break-Even Close % | Ann Prem/Lead ($) | Ann Prem/Sale ($) | Rev/Lead ($) | Rev/Sale ($) | Net Profit ($) | Profit Margin % | Profit/Lead ($) | Profit/Sale ($) | ROAS | ROMS % | Score (/100) | Tier | |||
📊 Scorecard & Tier Rankings
Profitability 50pts (ROAS) + Conversion 20pts (Close Rate) + Scalability 15pts (ROAS-driven) + Operational Fit 15pts (Contact Rate)
| Vendor | Profitability /50 (ROAS) |
Conversion /20 (Close%) |
Scalability /15 (ROAS) |
Op. Fit /15 (Contact%) |
TOTAL /100 |
Tier | Primary Diagnosis | Key Bottleneck | Recommended Action | Max Bid/Lead ($) |
|---|
💰 Maximum Bid Pricing
Max Bid/Sale = Rev/Sale − Min Profit Threshold · Max Bid/Lead = Max Bid/Sale × Close Rate · Auto premium = 2× annual
Assumptions: Commission 10.2% · Labor costs removed · Min Profit $50/sale
| Vendor | Rev/Sale ($) annualized |
Min Profit Threshold ($) |
Max Bid /Sale ($) |
Max Bid /Lead ($) |
Max Bid /Quote ($) |
Current Cost/Sale ($) |
Bid Headroom /Sale ($) |
Bid Status |
|---|
🎯 Executive Intelligence Report
Strategic action plan driven by your live data
📅 Daily Lead Tracker
Log leads per vendor each day — monthly totals feed into the Lead Input tab
| Date | Day | EverQuote | Ins. Quotes | MediaAlpha | QuoteWizard | SF.com | Referrals | Paid Search | Daily Total | Notes |
|---|
ⓘ Monthly totals at the bottom. Copy totals to Lead Input tab when closing period.
📋 Global Assumptions
These values drive all calculations — edit commission rate and min profit threshold here
Commission & Profit
Blended commission on written premium. Default: 10.2%
Floor profit required per sale. Default: $50
Auto Insurance Payment Multiplier
Auto Premium (column I) is always multiplied × 2 in the annual commission formula — because Auto insurance pays twice per year.
Fire / Life / Health (columns J, K, L) are × 1 — they pay once per year.
Annual Comm Rev = (Auto×2 + Fire + Life + Health) × Comm Rate
This is a fixed formula applied identically to every vendor regardless of Lead Type.
Scorecard Weights & Tier Definitions
Profitability (50pts — ROAS): ≥3.0x=50, ≥2.0x=40, ≥1.5x=32, ≥1.0x=22, ≥0.85x=16, <0.85x=10
Conversion (20pts — Close Rate): ≥20%=20, ≥15%=16, ≥10%=12, ≥5%=8, <5%=4
Scalability (15pts — ROAS): ≥3.0x=15, ≥2.0x=12, ≥1.5x=9, ≥1.0x=6, <1.0x=3
Operational Fit (15pts — Contact%): ≥80%=15, ≥60%=11, ≥40%=7, <40%=4
Tier 1 ≥80 Scale ·
Tier 2 65–79 Optimize ·
Tier 3 45–64 Fix First ·
Tier 4 <45 Cut