🎯 CES/CEA — Adjusted Close Rate

⟳ Last Updated: September 09, 2026 at 04:32 AM ET  ·  2,181 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.)

988
Total Retains (13 mo)
12
Self-Sched Retains
1.2%
% of Retains That Were Self-Sched
976
True Earned Retains
🐉 Dragons — Side-by-Side
Taylor Mackintosh
🤖 Self-sched retains stripped: 3
📊 All-Time
All Retains52.1%
Excl. Self-Sched51.6%
Delta-0.5%
Total Consults603
Self-Sched Retains3
📅 September 2026
All Retains88.9%
Excl. Self-Sched88.9%
Delta±0%
Consults MTD9
Nicole Ryan
🤖 Self-sched retains stripped: 8
📊 All-Time
All Retains41.4%
Excl. Self-Sched39.8%
Delta-1.6%
Total Consults488
Self-Sched Retains8
📅 September 2026
All Retains71.4%
Excl. Self-Sched71.4%
Delta±0%
Consults MTD7
Ron Hansen
🤖 Self-sched retains stripped: 0
📊 All-Time
All Retains35.2%
Excl. Self-Sched35.2%
Delta±0%
Total Consults330
Self-Sched Retains0
📅 September 2026
All Retains100.0%
Excl. Self-Sched100.0%
Delta±0%
Consults MTD5

📈 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 97 92 94.8% 94.8% ±0% 0
2 Colby Ciarrocca 10 7 70.0% 70.0% ±0% 0
3 Benjamin Gibson 18 11 61.1% 61.1% ±0% 0
4 Billie Jo Sowinski 15 9 60.0% 60.0% ±0% 0
5 Alicia Reiff 18 10 55.6% 55.6% ±0% 0
6 Russell Manning 20 11 55.0% 55.0% ±0% 0
7 ★ Taylor Mackintosh 603 314 52.1% 51.6% -0.5% 3
8 April Townsend 25 13 52.0% 52.0% ±0% 0
9 JB Fitzgerald 21 10 47.6% 47.6% ±0% 0
10 Karen Moore 57 27 47.4% 47.4% ±0% 0
11 ★ Nicole Ryan 488 202 41.4% 39.8% -1.6% 8
12 Joshua Huffman 15 6 40.0% 40.0% ±0% 0
13 Marie Maney 83 31 37.3% 37.3% ±0% 0
14 ★ Ron Hansen 330 116 35.2% 35.2% ±0% 0