SUMMIT IN A BOXยฎ
Funnel Performance Dashboard
Live funnel, sales, and revenue performance
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EVERGREEN FUNNEL
Launch with a Summit Acceleratorยฎ
Public Application Funnel
Organic + Meta Ads application traffic
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Visitors
โ
โ
โ
Applications
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โ
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Public-Path Sales
Sales Performance
Total Accelerator Sales
โ
All new Accelerator sales
Public-Path Sales
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Connected to application funnel
Accepted-Page Sales
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Sales tied to accepted-client offers
Application โ Sale Rate
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Public-path sales รท applications
Revenue
Full Booked Value
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Full expected value of new sales
Collected Revenue
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Successful payments received
Net Collected Revenue
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After refunds
Collection Progress
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of booked value collected
Remaining Expected
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Based on Full Sale Value vs. Net Collected Revenue
for the booked Accelerator cohort.
Cash Activity Details
Actual Accelerator payments received in the selected period. Full Booked Value tracks new contracts separately.
Refunds
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Renewals
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Renewal Payments
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Renewal Refunds
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Net Renewal Revenue
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Current Client Snapshot
Current Clients
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Active + Active/Renewal ยท VIP excluded
Active
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Currently active Accelerator clients
Active / Renewal
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Clients currently in renewal status
Paused
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Paused Accelerator clients
Offboarded Last Month
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Based on Offboard date
Offboarding This Month
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Current clients whose end date is this month
Offboarding Next Month
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Current clients whose end date is next month
Traffic
Organic
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unique visitors
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pageviews
Meta Ads
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unique visitors
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pageviews
Accepted Applicants
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unique visitors
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pageviews ยท not included in application rate
Application Outcomes
Accepted
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Enrolled
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Downsell Enrollments
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Redirected
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Rejected
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Archived
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Other
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Attribution note:
Organic and Meta Ads currently use the same Kajabi
application form, so applications are not split by
traffic source. Direct checkout sales are included in
total sales and revenue but excluded from the public
Visitor โ Application conversion rate.
LIVE LAUNCH
Live Challenge
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Unique Visitors
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Registrations
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Registration Rate
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Traffic Source Performance
Organic
/challenge
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Visitors
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Pageviews
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Registrations
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Meta Ads
/challenge-register
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Visitors
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Pageviews
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Registrations
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Live Challenge numbers use the reporting window shown
above rather than year-to-date traffic.
STRATEGY PERFORMANCE
Elevate Strategies
Current Airtable strategy snapshot ยท Brainstorm event performance includes completed 2026 events
Overall Performance
Total Opportunities
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Across all four strategies
Sales Calls
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โ of opportunities
Accelerator Sales
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โ of opportunities
Call โ Sale Rate
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Sales รท sales calls
Evergreen
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Evergreen opportunities
Non-Evergreen
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Non-evergreen opportunities
SIAB Downsells
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Tracked Brainstorm + Handraiser downsells
Existing SIAB
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Already a Summit in a Boxยฎ student
Brainstorm Performance
Completed Brainstorms
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Completed in 2026 through today
Responses
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Across completed Brainstorms
Attendees
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โ of added-to-invite
Accelerator Sales
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โ of responses
HIGHEST-SELLING BRAINSTORM
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โ
โ sales
โ responses
โ attended
MOST RECENT BRAINSTORM
โ
โ
โ responses
โ attended
โ sales
Strategy Breakdown
Brainstorm
โ total
โ
โRegistered
โAttended
โCalls
โSales
โ evergreen
โ non-evergreen
โ SIAB downsells
โ existing SIAB
Handraiser
โ total
โ
โInvited
โAudit Sent
โCalls
โSales
โ evergreen
โ non-evergreen
โ SIAB downsells
โ existing SIAB
Summit to Sales Audit
โ total
โ
โAudits
โCalls
โSales
โ evergreen
โ non-evergreen
โ clients
โ non-clients
โ existing SIAB
Repeat Summit Audit
โ total
โ
โAudits
โCalls
โSales
โ evergreen
โ non-evergreen
โ clients
โ non-clients
โ existing SIAB