Pull each number from HighLevel, Follow Up Boss and Meta

Why it matters

Most scorecard arguments are really about mismatched dates or definitions. If spend is Monday to Sunday but leads are "last 7 days" pulled on a Tuesday, the cost per lead is wrong before anyone looks at it.

Step by step

1. 01

   Spend: Meta Ads Manager

   Read Amount spent for the campaigns that generate leads. Meta's own Results and Cost per result columns count leads as Meta saw them (by default with a 7-day click attribution setting), which will not match your CRM exactly. Use Ads Manager for spend, and your CRM for the lead count.

   Recent results can take up to 48 hours to finish processing, so pull last week's spend on Tuesday or later.

   Check: The spend you entered matches Ads Manager for exactly Monday to Sunday.

2. 02

   Leads: your CRM, by date created and source

   HighLevel: in Contacts, filter by Created date for the week and by your marketing sources or tags; or use the Leads tab of your Part 07 sheet. Dashboard contact widgets can also be filtered by attribution and UTM source. Follow Up Boss: Reporting > Lead Sources for the week, with your lead type filter, then export to CSV.

   Exclude test leads and duplicates every time, the same way.

   Check: Your lead count equals the CRM's count for the same filter, and test leads are excluded.

3. 03

   Qualified conversations: a stage or tag, not a feeling

   Agents mark a lead qualified the moment it meets your rule, using one stage or tag. HighLevel: move the opportunity to a pipeline stage named "Qualified", and count opportunities that entered it this week. Follow Up Boss: change the person's stage to your qualified stage (for example "Hot Prospect") and count by stage for the week.

   Check: Two people counting last week's qualified conversations get the same number.

4. 04

   Booked and held: appointments

   HighLevel: Calendars > Appointments list view for the week, filtered by your consult and listing calendars; booked = appointments created this week (or occurring this week, depending on your counting method), held = status Showed. Dashboard widgets can show appointments by status. Follow Up Boss: Reporting > Appointments with the week's dates; filter by type and outcome. Google-created appointments count in this report only if a lead is invited.

   Check: Every appointment in the week has a status or outcome. None are left blank.

5. 05

   Signed clients and revenue

   Signed: count agreements signed this week from your agreement software or e-signature tool, and make sure the CRM stage was updated to match. Revenue: commission received this week, from your closing statements or your Follow Up Boss Deals report (Reporting > Deals) or HighLevel Won opportunity value if you track commission there.

   Check: Signed count matches your signed agreements folder for the week.

Copyable templates

Count,HighLevel,Follow Up Boss,Meta,Filter,Owner
Spend,,,Ads Manager > Amount spent,Mon-Sun last week,Owner
New leads,Contacts filtered by Created + source (or Part 07 sheet),Reporting > Lead Sources,,Mon-Sun; exclude test-lead,Team lead
Qualified conversations,Opportunities entering Qualified stage,People moved to qualified stage,,Mon-Sun,Team lead
Appointments booked,Calendars > Appointments (list view),Reporting > Appointments,,Mon-Sun; consult + listing types,Team lead
Appointments held,Status = Showed,Outcome = your held outcome,,Mon-Sun,Each agent by Monday 9am
Signed clients,Pipeline stage Signed,Stage Signed / Deals,,Signed date Mon-Sun,Each agent
Revenue,Won opportunity value (if used),Reporting > Deals,,Commission received Mon-Sun,Owner

Try it

How to test it

Have a second person collect last week's numbers using only the routine sheet. Compare with yours. Any count that differs means the filter or definition is not written precisely enough; fix the routine, not just the number.

Troubleshooting

Advanced technical details

Optional. You can follow every step above without these.