Send your numbers to one weekly sheet

Why it matters

Numbers pulled from five screens on a Monday morning rarely use the same dates or definitions. A sheet fed by the CRM as things happen keeps a record you can recount, filter by source, and compare week to week.

Step by step

1. 01

   Write down where each number comes from

   Number	Home	How it reaches the sheet
   New leads by source	CRM	Row per lead (HighLevel action) or weekly export (Follow Up Boss Lead Sources report)
   Appointments booked and held	Booking calendar + status in CRM	Row per status change (HighLevel) or Appointment report export (Follow Up Boss)
   Spend	Meta Ads Manager	Copied weekly, same dates
   Signed clients	Agreement software, reflected in CRM stage	Copied weekly from the CRM stage or pipeline
   Revenue	Your closing statements	Copied when commission is received

   Check: Your Weekly tab has one column per number, each with its home written in the header note.

2. 02

   HighLevel: add a Google Sheets row to the lead workflow

   Connect your Google account, choose the Drive, spreadsheet and the Leads worksheet, refresh the headers, and map columns: date created, first name, source, assigned user, SMS consent. One row is written each time the workflow runs.

   Do the same in a workflow with the Appointment Status trigger, writing to Appointments: date, contact, calendar, status.

   Check: A test submission adds one row to Leads within a minute; booking and marking the test appointment adds rows to Appointments.

3. 03

   Follow Up Boss: export the same reports every week

   Set the time frame to last week (Monday to Sunday), lead type to the type you report on, and export to CSV. Repeat for Reporting > Appointments with the same dates. Paste the totals into the Weekly tab.

   Check: The lead count in your Weekly tab equals the Lead Sources report total for the same dates.

4. 04

   Copy spend from Meta Ads Manager with the same dates

   In Ads Manager, set the date range to the same Monday to Sunday and read Amount spent per campaign. Paste it into the Weekly tab. Recent days can still change for up to 48 hours, so do this on Tuesday for the previous week or note that Monday's figure is an estimate.

   Check: Spend in the sheet matches Ads Manager for the same date range.

Copyable templates

Leads tab:
Date created,First name,Source,Assigned user,SMS consent,Tags

Appointments tab:
Date,Contact,Calendar,Status,Assigned user

Weekly tab:
Week starting,Spend,New leads,Qualified conversations,Appointments booked,Appointments held,Signed clients,Revenue

Try it

How to test it

Submit, book, and mark one test lead as Showed. Confirm one row appears in Leads and two in Appointments (booked, then showed). Then filter the sheet to exclude test-lead and confirm your totals ignore it.

Troubleshooting

Advanced technical details

Optional. You can follow every step above without these.