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Taurus Capital — Leads Management Dashboard
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Executive
Operational
Marketing
Lead Type
Channel Type
Created Month
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Converted Month
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Pipeline by stage
Funnel Stage
Every lead's current position in the lifecycle, ordered New → Disbursed, plus terminal outcomes
Marketing-sourced mix
Is Marketing Sourced
Share of leads driven by paid + organic web (Carla's remit)
Revenue earned by month
From disbursed deals, by the month the deal was disbursed (converted)
Conversion by lead type
Disbursed vs not, per product
Conversion rate trend
By created-month cohort
Share of each month's new leads that reached Disbursed — quality over time
Channel Type performance
Channel Type
Leads, conversion and revenue by how the lead reached us
Why we lose — by owner
Loss Reason Group + Reason Owner
Disqualified leads grouped by who can act on them
Leads created & conversions
New leads vs disbursed, by created month
Pipeline by stage
Funnel Stage
Current lifecycle distribution
Monthly pace — leads created
Cumulative by day
This month's run-rate vs the previous two months, cumulative by day of month (current month stops at today)
Where leads originate
Record Origin
Structural source of each row
Unknown leads needing follow-up
Carla Category
Leads with Unknown status that need qualification
Sales-owned losses
Reason Owner = Taurus Sales
Deals lost on price/competitor/objection — the sales lever
Action list — open leads needing attention
Follow-ups by status & age
Open leads (not won, not lost). Chase the oldest first.
Marketing leads by channel
Paid + organic web leads by created month
Lead quality
Carla's Good / Bad / Unknown rating
Conversion rate by source
Over time
Monthly conversion % per marketing source — spot which channels are improving or slipping
Wrong-fit leads
Loss Reason Group
Leads that shouldn't have come in — the targeting lever Carla controls
Channel scorecard
Volume, quality, conversion & revenue by source
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Individual leads matching your current filters. Showing up to 300 rows.