Summary
Action Steps — Immediate
Monthly Breakdown
Intaker Performance
CLIENT ACQUISITION INTELLIGENCE
JanβMay 2026 Β· Who we retain, where, and what they drive
State Γ Car Manufacturer
Top states vs top car makes Β· Darker = more retained
Car Manufacturer Γ State
Top car makes vs top states Β· Darker = more retained
Trends
Month-to-Month
May 2026 vs Apr 2026
Week-over-Week
Last 7 days vs prior 7 days
MTD vs Last MTD β Daily Pace
Apr 1β30 vs Mar 1β30 Β· Cumulative daily
Apr 2026
Mar 2026
PAID RETAINED
AD SPEND
CPA ($385)
Monthly Performance
Ad Spend, Retained, and CPA trajectory
Retained
Spend
CPA
Daily Activity — Last 14 Days
Daily spend, leads, and retained clients Β· Today's data is live/partial
Forecasting
Projected EOMonth
β
Current MTD
β
Daily Pace
β
vs Last MTD (same period)
β
Monthly Retained — Forecast
Actual pace vs last month · Dotted line = projected to end of month
P&L Overview — QuickBooks
2026 Monthly P&L
Accrual basis, live from QuickBooks Online · Books close ~10th of the following month, so the latest month reads $0 or partial until closed (it is open, not missing).
Expense Breakdown
Expenses by Category
Monthly, with biggest movers flagged · Advertising compared against Meta API actuals
Meta Spend Optimizer
Survival Rate
Live document-collection survival, funnel, and settlement lag — the exact same data as cplg.tovlaw.com/survivalrate (team password: survivalrate).
Executive Summary
Monthly Scorecard — CPA vs $385 Target
| MONTH | AD SPEND | TOTAL RETAINED | PAID RETAINED | CPA | VS $385 | STATUS |
|---|
Top April Ads — Most Retained
| # | Ad | Spend | Retained | CPA |
|---|
Zero Leads — Spend with No Conversions
| # | Ad | Spend | Retained | CPA |
|---|
Burning Budget — High Spend, Zero Leads (April)
| # | Ad | Spend | Retained | CPA |
|---|
May 2026 Budget Plan
Top Campaigns
| # | Campaign | Source | Spend | Retained | CPA | QL | CPQL | Status |
|---|
Top Ad Sets
| # | Ad Set | Source | Spend | Retained | CPA | QL | CPQL | Status |
|---|
Top Ads
| # | Ad | Source | Spend | Retained | CPA | QL | CPQL | Status |
|---|
Top Lead Forms
| # | Lead Form | Source | LT Spend | LT Ret | LT CPA | MTD Spend | MTD Ret | MTD CPA | Status |
|---|
Rolling Performance