🎯 CES/CEA — Adjusted Close Rate

⟳ Last Updated: June 24, 2026 at 12:34 AM ET  ·  1,726 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.)

752
Total Retains (13 mo)
10
Self-Sched Retains
1.3%
% of Retains That Were Self-Sched
742
True Earned Retains
🐉 Dragons — Side-by-Side
Taylor Mackintosh
🤖 Self-sched retains stripped: 3
📊 All-Time
All Retains49.0%
Excl. Self-Sched48.4%
Delta-0.6%
Total Consults467
Self-Sched Retains3
📅 June 2026
All Retains64.4%
Excl. Self-Sched64.4%
Delta±0%
Consults MTD45
Nicole Ryan
🤖 Self-sched retains stripped: 6
📊 All-Time
All Retains40.0%
Excl. Self-Sched38.5%
Delta-1.5%
Total Consults400
Self-Sched Retains6
📅 June 2026
All Retains45.5%
Excl. Self-Sched45.5%
Delta±0%
Consults MTD33
Ron Hansen
🤖 Self-sched retains stripped: 0
📊 All-Time
All Retains33.5%
Excl. Self-Sched33.5%
Delta±0%
Total Consults224
Self-Sched Retains0
📅 June 2026
All Retains23.8%
Excl. Self-Sched23.8%
Delta±0%
Consults MTD42

📈 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 89 84 94.4% 94.4% ±0% 0
2 Benjamin Gibson 14 9 64.3% 64.3% ±0% 0
3 Billie Jo Sowinski 15 9 60.0% 60.0% ±0% 0
4 Alicia Reiff 18 10 55.6% 55.6% ±0% 0
5 JB Fitzgerald 16 8 50.0% 50.0% ±0% 0
6 Russell Manning 16 8 50.0% 50.0% ±0% 0
7 ★ Taylor Mackintosh 467 229 49.0% 48.4% -0.6% 3
8 April Townsend 13 6 46.2% 46.2% ±0% 0
9 Joshua Huffman 14 6 42.9% 42.9% ±0% 0
10 ★ Nicole Ryan 400 160 40.0% 38.5% -1.5% 6
11 Marie Maney 83 31 37.3% 37.3% ±0% 0
12 ★ Ron Hansen 224 75 33.5% 33.5% ±0% 0