🎯 CES/CEA — Adjusted Close Rate

⟳ Last Updated: August 04, 2026 at 04:31 AM ET  ·  1,994 deals analyzed

📊 Retain Overview 👤 All Consultations & Retains 🎯 CEA/CES ⏱️ Utilization 📅 Days to Retain 🔍 Intake Audits ⚖️ PP Metrics 🏛️ Divorce Decree 💰 Revenue vs Goal 📞 Sales Pipeline 📍 State Performance 🔁 Matter Lifecycle 🏆 CEA Leaderboard ⚖️ CES Adjusted

⚖️ What This Dashboard Shows

The problem: When a lead self-schedules a consultation online, they've already shown high intent — the consultant didn't earn that meeting. Counting those retains in a consultant's close rate inflates their number.

The fix: This dashboard shows two close rates side-by-side — the standard rate (all retains) and the adjusted rate (self-scheduled retains removed from numerator only, consultations still count). The delta shows how much each consultant's number is propped up by self-scheduled leads.

Self-scheduled = Lead_Source contains "Self" in Zoho (e.g. "Self-Scheduled", "Self-Booked", etc.)

878
Total Retains (13 mo)
11
Self-Sched Retains
1.3%
% of Retains That Were Self-Sched
867
True Earned Retains
🐉 Dragons — Side-by-Side
Taylor Mackintosh
🤖 Self-sched retains stripped: 3
📊 All-Time
All Retains49.9%
Excl. Self-Sched49.4%
Delta-0.5%
Total Consults551
Self-Sched Retains3
📅 August 2026
All Retains—
Excl. Self-Sched—
Delta
Consults MTD1
Nicole Ryan
🤖 Self-sched retains stripped: 7
📊 All-Time
All Retains40.7%
Excl. Self-Sched39.1%
Delta-1.6%
Total Consults447
Self-Sched Retains7
📅 August 2026
All Retains—
Excl. Self-Sched—
Delta
Consults MTD1
Ron Hansen
🤖 Self-sched retains stripped: 0
📊 All-Time
All Retains35.1%
Excl. Self-Sched35.1%
Delta±0%
Total Consults282
Self-Sched Retains0
📅 August 2026
All Retains—
Excl. Self-Sched—
Delta
Consults MTD1

📈 Monthly Close Rate — Solid = All | Dashed = Excl. Self-Scheduled

Solid lines include all retains. Dashed lines strip out self-scheduled retains. Gap between lines = self-schedule inflation.

📋 All Consultants — Standard vs Adjusted
Consultant Consults Retains Standard % Adjusted % Delta Self-Sched Retains
1 LeAnne P. Cooper 93 88 94.6% 94.6% ±0% 0
2 Billie Jo Sowinski 15 9 60.0% 60.0% ±0% 0
3 Benjamin Gibson 15 9 60.0% 60.0% ±0% 0
4 Alicia Reiff 18 10 55.6% 55.6% ±0% 0
5 Russell Manning 20 11 55.0% 55.0% ±0% 0
6 April Townsend 24 12 50.0% 50.0% ±0% 0
7 ★ Taylor Mackintosh 551 275 49.9% 49.4% -0.5% 3
8 JB Fitzgerald 18 8 44.4% 44.4% ±0% 0
9 ★ Nicole Ryan 447 182 40.7% 39.1% -1.6% 7
10 Joshua Huffman 15 6 40.0% 40.0% ±0% 0
11 Marie Maney 83 31 37.3% 37.3% ±0% 0
12 ★ Ron Hansen 282 99 35.1% 35.1% ±0% 0
13 Karen Moore 38 13 34.2% 34.2% ±0% 0