carmate · marketing & leads

lead-tracking & incentive base report

where leads come from, which branch receives them, who responds first, whether they convert, and how much revenue each service advisor and CRE generated — the raw inputs for a performance-based incentive package.

v1 · 2026-06-21 window · 10 mar – 21 jun 2026 source · crm (1,689 leads)

headline

the full pipeline over the ~3.5-month window. revenue and gross profit are summed from won leads only.

1,689
total leads
300
won
18.4%
conversion
aed 233.5k
revenue
aed 73.9k
gross profit

won 300 · lost 759 · spam 62 · still open 568. conversion = won ÷ non-spam leads. revenue captured on 232 of 300 won leads — 68 wins have no amount logged, so true revenue is understated.


1 · where leads come from

paid acquisition (meta, google, website) drives the most volume but the least revenue. the money sits with existing / footfall channels — passing centre and walk-in convert near-totally.

sourcechannelleadswonconv.revenue (aed)gross profit
Passing Centreexisting9494100%102,829.7030,910.06
Walk-inexisting827186.6%78,096.1225,158.84
WhatsAppinbound3755013.3%18,536.577,638.61
Meta Ads803101.3%9,761.003,042.73
Website1191512.9%8,975.00464.00
Callsinbound1525032.9%7,071.924,844.54
Google Ads5459.3%1,716.20996.13
Unknown / Referralother1056,472.50892.00
total1,68930018.4%233,459.0173,946.91

read: meta + google + website = 976 leads (58% of volume) but only 30 wins and aed 20,452 (9% of revenue). passing centre + walk-in = 176 leads → aed 180,926 (77% of revenue). paid ads are a top-of-funnel volume engine; cash conversion happens at the branch.


2 · which branch received the lead

branch values were de-duplicated from free-text entries — muroor & musaffah roll up to abu dhabi; ras al khor to dubai. 517 leads (mostly paid-ad inbound) carry no branch yet.

branchleadswonconv.revenue (aed)gross profit
Abu Dhabi — Muroor40419648.5%155,805.3153,555.58
Dubai3714814.1%45,560.5014,463.00
Abu Dhabi — Musaffah1332619.5%11,552.002,450.00
Abu Dhabi — general176116.7%9,491.00150.00
Dubai — Ras Al Khor881112.5%4,616.20858.33
(unassigned)51781.6%6,434.002,470.00

read: abu dhabi (muroor + musaffah + general) carries aed 176,848 — 76% of revenue at a far higher conversion than dubai. muroor alone closes nearly half its leads. the data does not contain a muvattupuzha / kerala branch — only the uae branches appear.


3 · service advisor — revenue performance

revenue attributed to the advisor the won lead was assigned to. this is the core table for an advisor incentive tied to billed revenue and gross profit.

service advisorwinsrevenue (aed)gross profitavg ticket
Umesh Prasannan8996,969.7027,850.061,090
Sanu Johnson2130,533.0012,610.001,454
Akhil Babu1119,899.004,390.001,990
Deepu Babu1715,220.00991.001,171
Sakkeer Kunnol1511,081.336,311.98739
Muhammed Shamnad68,460.003,560.001,410
Anuvind Thalanchery106,732.792,662.86673
Vivek Venu34,402.000.001,467
Benny Rappai13,500.000.003,500
Rukesh Krishnan2500.00395.00250
service advisors175197,297.5558,770.90

read: revenue is highly concentrated — Umesh = 49% of all advisor revenue. an incentive on raw revenue rewards him heavily; a gross-profit or avg-ticket component would surface margin earners like Sanu and Sakkeer.


4 · cre direct closes

sales & marketing (cre) staff who closed leads themselves rather than handing to an advisor — the benefit should accrue to the cre. these are mostly lower-ticket inbound conversions.

creleads heldwinsrevenue (aed)gross profitavg ticket
Malavika8276530,213.7112,614.01687
Ivy30037409.980.00205
Aryan178162,000.001,500.00222
Akhil Santhosh000.000.00
cre total1,30511832,623.6914,114.01

read: CREs hold the bulk of inbound volume and convert it at low ticket sizes. Malavika carries the load — 827 leads held, 65 closed. an incentive on cre conversion rate (wins ÷ leads held) and revenue-influenced is fairer here than raw revenue, since their job is qualifying, not billing.


5 · first responder

who first attended the lead, taken from the earliest logged interaction per lead. this signal is thin — only ~87 of 1,689 leads have an interaction logged, so treat it as directional, not complete.

first responderleads first-touchedof which won
Malavika275
Sanu Johnson2321
Anuvind Thalanchery1212
Umesh Prasannan99
Deepu Babu86
Ivy31
Rukesh Krishnan22
Muhammed Shamnad11
Benny Rappai11
Aryan10

caveat: first-responder coverage is ~5%. if "speed-to-first-response" is to be an incentive metric, interaction logging needs to be enforced first — otherwise the metric rewards whoever logs, not whoever responds.


6 · what this means for the incentive package

i1

split the model by role — cre vs advisor

advisors bill the work, so reward them on revenue + gross profit. CREs qualify and route, so reward them on conversion rate and revenue influenced, not raw billed amount — they will always look small on a revenue-only board.

i2

weight gross profit, not just revenue

revenue concentrates on one advisor and on high-ticket jobs. a gross-profit component rewards margin discipline and stops the package from simply paying out the biggest invoices.

i3

price ad-sourced conversions differently

meta & google leads convert at 1–9%. closing a paid-ad lead is harder than closing a walk-in. a source multiplier on converted ad leads rewards the harder yards and pushes the team to work the cheap-but-cold pipeline.


data caveats — read before paying anyone

# solid

  • source, branch, status, assignment and revenue are well populated on won leads.
  • advisor & cre revenue tables are directly billable-ready.
  • conversion and volume by source/branch are reliable.

# shaky

  • 68 of 300 wins have no revenue amount — totals are understated.
  • first-responder covers only ~5% of leads (interactions barely logged).
  • 517 leads have no branch; branch names needed de-duplication.
  • "existing customer" isn't a flagged field — inferred from passing-centre / walk-in source.