Pulled live from GoHighLevel on 2026-09-15. Aggregate only, no patient information. People are joined by contact ID. Scope: Cumulative, all time.
Won revenue credited to each advisor, highest first.
Every person, from where they came in to their intro call to their HSA. Click any block to light up its full path and show the counts for just that path. The number under each column header is how many people reached that stage.
Exact contact ID join, no name-match loss. Open opportunities show their live pipeline stage; closed opportunities split Enrolled, Not Enrolled (a decision) and Abandoned (no decision). Abandoned includes no-shows and cancellations; they stay their own line in the data and read inside Abandoned here.
Won and decided outcomes; open opportunities are left out of the decided rates.
HSA opportunities grouped by the advisor who owns them. Stats: Enrolled · Not Enrolled · Abandoned · Open◯. Win rate is enrolled as a share of resolved opportunities; open ones are left out.
HSA opportunities grouped by the Healthspan provider on the appointment. Stats: Enrolled · Not Enrolled · Abandoned · Open◯. Win rate is enrolled as a share of resolved opportunities; open ones are left out.
How enrolled programs were paid for.
Enrolled programs by type, most sold first.
Where new-business people came from, best available attribution. Bar shows volume; W/L shows enrolled versus not-enrolled or abandoned where the HSA is decided.
e= values that are page labels (for example, Get Started Page) are treated as non-signals; paid-social attribution falls through to utm_source.
“Other” includes known channels we have not broken out yet, such as the CRISP community and the podcast. These get their own buckets in V2.
The raw Marketing Source field, ungrouped, exactly as recorded in GoHighLevel. Shown so you can see what sits under the grouped Lead sources panel above. Read the grouped panel for totals.