£ gross, both Stripe accounts. UAE payouts converted from AED.
What updates when
Dubai time
Targets & pace
·
Sales calls
By account
Today's calls
Failed payments to chase
Clients at a glance
New clients
When your numbers update
All times Dubai
What
When it updates
Where it comes from
Next
This page also re-reads the sheet every 5 minutes and whenever you press Refresh. Anything you change here (call results, notes, clients, targets) saves straight away.
To do
By source
This month
Source
Booked
Show %
Closed
Close %
Cash
By closer
This month
Closer
Booked
Show %
Closed
Close %
Cash
More breakdowns warm-up and lead score
By warm-up
Did they reply before the call?
Lead
Booked
Show %
Closed
Close %
Cash
By lead score
Scored from the DM and booking form
Score
Booked
Show %
Closed
Close %
Cash
Call log
Date
Name
Closer
Where from
Comms
Showed
Outcome
Package
£ collected
Notes
Daily breakdown
Same layout as your daily stats tracker
Date
Calls booked
No shows
Show ups
Show %
Deals closed
Close %
New cash
Avg deal
Recurring
Upsells
Total cash
Month to date
Month by month
Every month in the sheet
Month
Calls booked
Show %
Deals closed
Close %
New cash
Recurring
Upsells
Total cash
vs last month
Net after fees
Payments
Date
Client
Account
Charged
£ gross
£ net
Type
Stripe links
Checked every morning at 4am
Your clients
Client
Coach
Plan
Billing
This month
Stripe
Check-ins
With you
Paying in Stripe, not on your list
Nothing is added for you. Add them if they're a client, or hide them.
Churn by month
Follows the account and coach filters. Tracking from Sep 2026.
Month
Clients at start
Joined
Left
Churn rate
MRR lost
MRR churn
Who left
Loading client history…
Every client from both Stripe accounts since Jan 2024 — monthly and PIF together. A PIF client counts as active until their paid term ends; if they don't pay again within about 6 weeks, they count as left in the month their term ran out.
Still with you after…
Clients who started since Jan 2025
When people leave
Coaching health
From your Client Hub · check-ins, logins and messages
Danger zone · check in now
Monthly clients in their first 3 months (where most people leave) and PIF clients whose term ends in the next 30 days. Dates are estimated from their last payment.
Recently left · log why
Pick a reason for each one. After a few weeks this tells you what to fix.
Why they left
How it ended
From Stripe · since Jan 2025
Churn by month
Monthly and PIF together · the last 2 months fill in as billing dates pass
Month
Paying at start
Joined
Left
of which PIF
Payment failed
Churn rate
MRR lost
Net
This week
You're editing the weekly rhythm. Every new week starts as a copy of this. Changes here don't touch weeks that already exist.
Today
Tick things off as you go
This week's mix
Posted vs planned
The week
Click a post to change it · posts on Instagram tick themselves off after the morning sync
Story sequences & non-negotiables
Edit the lists
Story sequences
Daily story non-negotiables
The content brain
What 6 content teachers actually say, boiled down from their videos. Every rule links to the video it came from. Switch off anything you don't agree with and the Watchlist and remix advice stop using it.
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Creators
Their latest ~30 posts · “usual” is their median reel views
Creator
Followers
Usual reel views
Posts / week
Mix
Best recent post
What's working for them
Posts that beat that creator's usual, biggest first
Loading ideas…
Your bank of post ideas — from ↻ Remix on winning content, or added by hand. Move each one along as you script, film and post it.
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Drafted by the morning sync from your data — call follow-ups on the date you set, check-ins for clients in their first 3 months, PIF renewals, failed payments, no-show rebooks, DM leads worth a message and recent leavers. Nothing is ever sent for you.
Instagram followers
New followersUnfollows
Whole account, per day. Instagram doesn't say which post a follow came from, so hover a day to see what you posted.
Winning content
Top 10 in each category for the period and filters above · hit ↻ Remix on any post for remake ideas
Breakdown
Totals
Platform
Posts
Total views
Avg views
Total DM leads
Total booked
Leads / 10k views
Instagram reels, per reel
Reels
Posted
Avg views
Median views
Avg reach
Avg shares
DM leads
Booked
The same video or caption posted more than once, added together · click a column title to sort
Every post
Click a column title to sort
Over time
7-day average, so single days don't jump around
What your ads are making you
Ad health CPM, click rate, cost per click and more
From ad to client
Where people drop off
Worth a look
Flagged automatically
Every ad
Calls are matched to ads through the UTM tags on your ad links. Keep utm_medium={{campaign.name}} and utm_content={{ad.name}} on every ad so bookings keep tracking back to the ad that drove them.
By ad type
Type
Spend
CPM
CTR
£ / click
Leads + DMs
£ / lead
Calls from ads
By booking date
Loading conversations…
Follow up today
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Goal: get them booked. Pitched a call or raised an objection, then went quiet. One message away from booking.
DM insightsFunnel, where and why leads stop, where the AI slipped, and every stalled conversation
DM funnel
Last 30 days · Intellicoach
Stuck right now
Current pipeline
Where they stop
Why they stop
Read from the conversation
Restart the conversation
Goal: restart the conversation. Went quiet before a call was on the table: still qualifying, or said not now. Anyone tagged In Follow up today from… went quiet near a call in the last 2 days and moves into Follow up today on that date. Anyone tagged Not in today's list was near a call but isn't due on the list, so treat them as get-them-booked. Nobody here is already in Follow up today.