This dashboard reads ONLY from your uploaded Smart Advocate export file. Status classifications: "Closed" or "Close Request" = Turned Down. "PreSuit" or "Settled" = Signed Case. "Refer" = Referred Out. "Intake" = Still in Pipeline. Spend values are entered manually. No numbers are fabricated or estimated unless explicitly labeled.
Monthly Marketing Spend
Enter your actual monthly spend by channel. Used to calculate CPL and Cost per Signed Case. Leave blank for organic/unpaid channels.
Lead Outcome Overview
SOURCE: Smart Advocate "Status" column. Signed = Status contains "PreSuit" or "Settled." Closed = Status contains "Closed" or "Close Request." Referred = Status contains "Refer." Intake = Status contains "Intake." Percentages = category count / total rows.
Status by Source — Cross-Tabulation
How many leads from each source are in each status. All data from Smart Advocate only.
SOURCE: Rows = SA "Referral Source" column grouped into categories. Columns = SA "Status" column classified into Signed/Intake/Referred/Closed. Each cell = count of SA records matching that source AND status. All numbers are direct counts from the uploaded file.
Leads by Source
All referral and marketing channels
SOURCE: SA "Referral Source" column. Sources are grouped by keyword matching (see methodology below). Bar length = count of SA rows for that source category.
Source Performance
Conversion rate and cost per signed case
All Leads
SOURCE: All columns directly from Smart Advocate export. Name = "Plaintiff" (anonymized to first name + last initial). Case Type = "Type." Status = "Status" classified per rules above. Source = "Referral Source." Date = "Opened Date."
