What each metric means
Plain-English definitions and the math behind every dashboard widget.
Each card on the dashboard answers a specific question. Here's what they're measuring and how they're computed.
Pipeline value
Sum of total_value across all leads where the status isn't won, lost, or cold. Tells you how much money is sitting in your active pipeline right now.
Win rate
Won leads ÷ (won + lost), as a percentage, over the last 90 days by default. Excludes leads still in flight, so a fresh lead that hasn't been worked yet doesn't drag the number down.
Booked YTD
Sum of total_value for leads moved to won at any point this calendar year.
Bookings this month
Count of leads moved to won with a created or updated date inside the current calendar month.
Average booking value
Booked YTD ÷ count of YTD won leads. Useful as a sanity-check against your Waypoint floor price.
Run-rate gross profit
(Booked-revenue last 12 months) − (cost-to-deliver last 12 months). The cost-to-deliver pulls from Waypoint's Job Costs.
Jobs in flight
Won leads with an event date in the next 90 days. The number you'd quote a friend asking "are you busy?".
CAC (Cost to Acquire a Customer)
Marketing spend ÷ count of new customers. Marketing spend comes from Settings → Costs.
LGP (Lifetime Gross Profit)
Average gross profit per booking, after subtracting the direct cost to deliver. The calculation will eventually sum across multiple touchpoints with the same client (engagement → wedding → family) once Compass tracks repeat bookings.
LGP / CAC ratio
What you make per customer divided by what they cost to win. Healthy creative-trade businesses are typically 3–5x. Below 1x means you're losing money on every booking and need either lower CAC or higher LGP.
Where they come from
Lead-source breakdown across all-time. Helps you see which channels actually feed bookings versus just enquiries. Won leads count more heavily than open leads.
Want to see a metric we don't ship?
The metrics library is extensible, every metric is a registry entry with its own math. Drop a note via the help footer and we'll add it.