Lead ROI Tracker
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📊 Lead ROI Tracker
Uly + Allyson · direct-mail mortgage protection
Commission %
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Overall
Revenue = commission on Issued/Paid, minus chargebacks. Commission auto-computes from AP × your Commission % unless you type a commission per sale.
By Lead Source — where your money works
Add lead batch (a mail drop / purchase)
Source / vendor
Date
# Leads
Total cost $
Notes
Add
Add sale (tie it to the batch it came from)
From batch
Client (optional)
Date
Product
Term
FEX
IUL
Other
Annual premium $
Commission $ (opt)
Status
Submitted
Issued
Paid
Chargeback
Cancelled
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Agent
Uly
Allyson