Lead-to-signed-franchisee funnel across every Franchise Development client with a Sales and a Marketing dashboard in Salesforce — 27 brands, one pipeline.
Data pulled September 4, 2026 · Viewing as Grant James
CRM funnel current through August 2026
Ad spend current through June 2026 — see notes
Funnel
Lead → Won, stage by stage, for the selected client and period.
Monthly trend
Three separate scales on purpose — spend, revenue and lead volume don't share one axis.
As of September 4, 2026
Client matrix
Every client, same period, side by side. Click a column to sort.
Data notes
Ad spend lags CRM data by about two months — Salesforce's ad-spend sync is current through June 2026, while opportunity/funnel data runs through August 2026. Spend and blended CPL for the most recent months will read low or blank until that catches up — this is a sync gap, not zero spend.
A dash (—) always means no reading, never a zero. Where a month has no ad-spend record at all, spend is left blank rather than shown as $0; totals for a period sum only the months that reported. Boardroom Salon and Grain & Berry have no ad-spend records synced to Salesforce for any month in this range, so their spend and CPL are blank throughout.
"Revenue" is LeadPPC's own service revenue tied to the opportunity record, not the franchise deal value — Salesforce's deal-value field is empty on every record in this range, so it isn't shown.
Roster rule: a client is on this scorecard if it has both a "— Sales" and a "— Marketing" dashboard in Salesforce. Scout & Molly's, Regentra, and Pi have a Sales dashboard only and are excluded.
Brand names were reconciled across systems where Salesforce and the dashboard list disagreed: Pro Image Sports (Pro Image), Salons By JC (SBJC), Solenvia Care Givers (Solenvia), Another Broken Egg Cafe (Another Broken Egg), More Space Place (formerly My Space Place), Grain & Berry (Grain And Berry), Boardroom Salon (Boardroom), GroomBar (GROOMBAR).
Funnel stages: Lead → MQL → SQL → CQ → Franchise Application → Discovery Day → MTF → FDD Viewed → FDD Signed → Won (signed franchise agreement).