Funnel Daily Pacing Board
BrokerBot · current-month pacing vs plan
As of 2026-07-16 July 2026 · Day 16 of 31 · refreshed 2026-07-16 18:04 UTC
Morning check for July pacing versus the monthly plan. Current-month widgets show MTD actual, pace-to-date, month goal, and a naive linear projected EOM.
Source: Leads/Demo stages = HubSpot pipeline; New Customers = Stripe paid customers (approximate, not reconciled); board goals are derived at actual conversion rates 64/83/39.
Refreshed 2026-07-16 18:04 UTC

Current-month pacing

Hero: daily pacing vs plan for the current month.
Volume vs. leak: red “Behind pace” flags on Leads, Demo Set, and Demo Held show one shared volume shortfall versus pace-to-date—fewer leads cascade into fewer demos, not three separate leaks. Conversion remains healthy (Lead→Demo Set 64% vs 30% plan; Demo Set→Held 83% vs 88%); the true leak is Demo Held→Billing at 39% vs 53%.
Current month pacing

Leads

Created deals · headline actual · naive linear projection
Behind pace by 75
MTD actual
25
Status
Behind pace by 75
-75 vs pace-to-date
169 more to hit goal
Pace to date100.1
Month goal194
Projected EOM48.425.0% of goal
MTD ACTUAL 25.0 TODAY'S PACE 100.1 MONTH GOAL 194
Day 16 of 31 elapsed
MTD attainment: 12.9%
Current month pacing

Demo Set

Appointments scheduled · naive linear projection
Behind pace by 40
MTD actual
25
Status
Behind pace by 40
-40 vs pace-to-date
100 more to hit goal
Pace to date64.5
Month goal125
Projected EOM48.438.8% of goal
MTD ACTUAL 25.0 TODAY'S PACE 64.5 MONTH GOAL 125
Day 16 of 31 elapsed
MTD attainment: 20.0%
Current month pacing

Demo Held

Meetings held · naive linear projection
Behind pace by 38
MTD actual
16
Status
Behind pace by 38
-38 vs pace-to-date
88 more to hit goal
Pace to date53.7
Month goal104
Projected EOM31.029.8% of goal
MTD ACTUAL 16.0 TODAY'S PACE 53.7 MONTH GOAL 104
Day 16 of 31 elapsed
MTD attainment: 15.4%
Current month pacing

New Customers

Stripe first paid invoice · naive linear projection
Behind pace by 7
MTD actual
5
Status
Behind pace by 7
-7 vs pace-to-date
18 more to hit goal
Pace to date11.9
Month goal23
Projected EOM9.742.1% of goal
MTD ACTUAL 5.0 TODAY'S PACE 11.9 MONTH GOAL 23
Day 16 of 31 elapsed
MTD attainment: 21.7%

Customer outcome context

Compact support strip: Mar–Jun closed customers plus July MTD.
Outcome summary

Mar-Jun customers

Outcome strip: closed customers through June versus plan
Ahead by 7
Actual
53
Plan
46.0
+7 vs plan
Projected EOM53.0naive linear
Attainment115.2%vs plan
ContextClosed through JuneMar–Jun plan to date
MTD ACTUAL 53.0 PLAN BENCHMARK 46.0
Outcome summary

July customers MTD

Outcome strip: current month customers versus plan-to-date
Behind pace by 7
Actual
5
Plan
11.9
-7 vs plan
Projected EOM9.7naive linear
Attainment42.1%vs plan
ContextJuly MTD16 of 31 days elapsed
MTD ACTUAL 5.0 TODAY'S PACE 11.9 MONTH GOAL 23

Lead source · top of funnel (HubSpot Leads object)

Channel attribution and lead-to-opportunity cohort context.
HubSpot Leads object

Leads by source

Mar–Jul 2026
730 leads
Offline Sources478 · 65.5%
Paid Social120 · 16.4%
Direct Traffic113 · 15.5%
Organic Social9 · 1.2%
Email Marketing4 · 0.5%
Organic Search4 · 0.5%
Referrals2 · 0.3%
HubSpot channel attribution on the Leads object, distinct from the deal-pipeline funnel above.
HubSpot Leads object

Lead source performance

Lead → contact → deal cohort through the refresh cutoff.
Source Leads → Deal → Demo Held → Billing Lead→Billing
Offline Sources 478 110 39 11 2%
Paid Social 120 22 13 0 0%
Direct Traffic 113 4 0 0 0%
Other 10 2 1 0 0%
Organic Social* 9 0 0 0 0%
Top-of-funnel reality: 91% of leads never reach a demo. Paid Social generated 120 leads and 13 demos but 0 customers.
* Small sample: fewer than 10 leads. Sources with fewer than 5 leads are grouped as Other.
Methodology: this cohort starts when a lead enters HubSpot (Lead→Demo Set 9%), while the deal-pipeline pacing above starts once a real opportunity exists. The two views are complementary, not contradictory.

Month-over-month trends

Nice to have: history, recap, and trend context.

June — final Budget vs Actual

Completed month recap using the same actual-rate budgeting as the board.
Stage Budget Actual Gap Attainment
Leads 160 78 -82 48.8%
Demo Set 103 55 -48 53.4%
Demo Held 86 39 -47 45.3%
New Customers 17 15 -2 88.2%
Month-over-month trend

Leads

Budget-vs-actual across Mar–Dec. Actuals exist through July; future months are budget-only.
Jul actual 25
MarAprMayJunJulAugSepOctNovDecBudget = gray · Actual = blue
Month-over-month trend

Demo Set

Budget-vs-actual across Mar–Dec. Actuals exist through July; future months are budget-only.
Jul actual 25
MarAprMayJunJulAugSepOctNovDecBudget = gray · Actual = blue
Month-over-month trend

Demo Held

Budget-vs-actual across Mar–Dec. Actuals exist through July; future months are budget-only.
Jul actual 16
MarAprMayJunJulAugSepOctNovDecBudget = gray · Actual = blue
Month-over-month trend

New Customers

Budget-vs-actual across Mar–Dec. Actuals exist through July; future months are budget-only.
Jul actual 5
MarAprMayJunJulAugSepOctNovDecBudget = gray · Actual = blue
brokerbot.ai · sales@brokerbot.ai
July pacing uses 16 of 31 days elapsed. The pace marker is the prorated monthly goal, and the projection assumes a straight-line month with no seasonality. Leads/Demo stages = HubSpot pipeline · New Customers = Stripe paid customers (approximate, not reconciled) · goals derived at actual conversion rates 64/83/39.