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1. Set Your Goals: Go to Goals in the sidebar. Fill in your name, work days, and daily target numbers for each metric.

2. Set Up Your Business: Add your business name and invite team members if you have them.

3. Enter Your Numbers: Use Today's Numbers on the dashboard for a quick daily entry, or go to Input Data for the full history view. Takes 12 minutes a day.

4. Automate (Optional): Connect Cold Outreach, Warm Outreach, Content, and Ads via the sidebar to have data flow in automatically.

5. Enable Notifications: Get end-of-day reminders to keep your streak alive.

6. Track Your Streak: Build momentum by hitting your input goals every work day!

CALLS: Number of cold calls or outreach calls made

WARM: Number of warm calls or outreach to people that KNOW of you. You can know them personally or they see you out and about or on social media

CONTENT: Content pieces created (posts, videos, articles)

AD SPEND: Money invested in advertising ($)

LEADS: New leads generated from all activities

QUALIFIED: Leads that meet your qualification criteria

CONNECTED: Leads you've successfully connected with

BOOKED: Appointments or meetings scheduled

SHOWED: Leads that showed up to appointments

WON: Deals closed or contracts signed. For my law firm it's signed and paid

FOLLOW UP: Follow-up activities completed

LOST: Deals that didn't close and there's not hope of them closing. (for tracking)

Your Revenue Score is calculated based on your results (Leads → Qualified → Connected → Booked → Won).

The score shows how well you're converting leads into revenue. Higher scores mean better conversion rates!

Goal: Consistently improve your score by optimizing each step of your sales funnel.

What is a streak? A streak tracks consecutive days where you PUT IN THE REPS (hit your input goals).

How to maintain it: Complete your daily Calls, Warm, Content, and Ads targets every work day.

What happens if I miss a day? Your streak resets to 0. But don't worry - just start again! The key is consistency.

Share your streak: Click the SHARE button to post your progress on social media and stay accountable!

Manual (12 min/day): Use the Today's Numbers card on the dashboard for a quick daily entry, or click "Full History & Input Page" for the complete spreadsheet view.

Automated — Cold Outreach: Connect Instantly.ai via the Cold Outreach section in the sidebar to auto-log your daily outreach count.

Automated — Warm Outreach: Connect your CRM or Facebook Messenger via the Warm Outreach section to auto-log warm touches.

Automated — Content: Connect your content pipeline via the Content section to track pieces published automatically.

Automated — Ads: Connect your ad platform via the Ads section to auto-log daily spend.

Tip: Even if you automate, review your numbers daily to stay sharp on what's working.

The AI analyzes your selected time period to find:

• Your biggest bottlenecks
• Which metrics are improving/declining
• Specific recommendations to improve
• Patterns in your performance

Click "RUN ANALYSIS" for personalized insights!

✅ scoreboardz.ai automatically updates the dashboard every 60 seconds

✅ Update numbers in real time or at least 2-3 times daily

✅ Be honest with tracking

✅ Review your score weekly

✅ Use AI analysis regularly

✅ Share your streak for accountability

✅ Focus on inputs first - results follow!

✅ Make sure to take 12 minutes after each work day to input your numbers, especially if you haven't doen it throughout the day

✅ 1 Hour a week, 12 minutes per day, is all it takes to increase your inputs, sales, revenue and profit