Where appointments come from this quarter, against the Q4 targets. Counted from the source tag on each set post, so it moves the moment a setter posts.
Partner and self-gen share one target of 40, as the plan words it.
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Who is hunting, and who is only working what gets handed to them.
| Setter | Aged | No-show | Referral | Partner / self-gen | Marketing | Untagged | Total |
|---|---|---|---|---|---|---|---|
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How a set gets counted. One tag on the end of the post: #aged #noshow #referral #partner:Name #selfgen #marketing. Nothing else changes.
Name the partner after the tag, like #partner: ABC Roofing, or it counts toward the 40 but not toward the 8 partners sending leads.
Untagged sets still count everywhere else. They are shown here so tag adoption is visible instead of silently lost.
The rebook rate needs a denominator. Sets tagged #noshow are the rebooks. How many no-shows existed only lives in GHL, so that number is entered by hand from the list pull. Until it is, the count shows and the rate does not.