Roth Funnel Report
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Roth Funnel Report
Lead activity, appointment tracking, and outcomes
Date
Last 7 days
Last 30 days
Last 90 days
All time
Custom range
From
To
Apply
Advisor
All advisors
Status
All statuses
Upcoming
Pending Report
Showed
No Show / Canceled
Total Appointments
-
Showed
-
No Show
-
Pending
-
Show Rate
-
Total Retirement Assets (Showed)
-
Total Potential Roth Conversion (Showed)
-
Appointments
