RMA PPF
RMA PPF Performance Review
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RMA PPF
RMA Motors PPF · UAE

Performance Review

Two new dashboards live, the reporting rebuilt, and what your team flagged
PREPARED FORRMA PPF
DATE2026-07-15
BYLion Sales Funnel
ForCalum Siddons
FocusNew dashboards, live fixes
ReportingRebuilt on live data
CallGoogle Meet
The Short Version

Two brand new dashboards are live on your own branding, the Lead Performance and Marketing Performance consoles, replacing the old reporting that was reading stale data.

The headline this week is the reporting rebuild. Your team flagged two live issues, the Speed to Lead dashboard showing zero, and CallGear calls not landing in the CRM. We traced both to root cause. The zero leads turned out to be the old reporting tool pointing at the retired server while your live data sits on the new one, so rather than patch it, we rebuilt both dashboards from scratch on live data and on your brand. They are live and linked below. The CallGear sync fix is built and going through final deployment now. Everything else from our last call is still queued on your inputs, listed at the end.

01The Picture Today

Two live issues raised by your team, both root caused, one already replaced with something better.

New reporting is live

Lead Performance and Marketing Performance, rebuilt on live data and your branding.

Your team was heard fast

Niall raised two issues, both investigated same day and traced to root cause.

The data itself is sound

Verified in the warehouse: leads and opportunities are all present and syncing.

02Cleared This WeekDelivered

A rebuild rather than a patch, plus the brand cleanup closed out.

Lead Performance dashboard

  • Brand new, on your RMA branding
  • Reads live data directly, no stale connection
  • Replaces the reporting Niall flagged as showing zero
  • Live now, linked below

Marketing Performance dashboard

  • Ad performance rebuilt on your branding
  • Live data, same foundation as Lead Performance
  • Live now, linked below

Zero leads: root caused

  • Data verified present in the warehouse, not a data gap
  • Queries proven correct against live data
  • Old tool was reading a retired server
  • Rebuilt rather than patched

Brand cleanup closed

  • Old film brand removed across products, quotes, and templates
  • New option added rather than renamed, protecting 27 existing records
  • Backend cleanup complete
  • One open item: the public web form, checking with Lemon Agency

03In FlightDeploying

Built and going through final deployment now.

01

CallGear calls into the CRM

Niall reported calls not landing in the notes on opportunity cards. The fix is complete and in final deployment.

Once live: roughly 1,300 historical calls backfilled onto their records
02

RO numbers on invoiced jobs

Root cause confirmed and the fix is written, pending deployment and a full backfill.

Then: full backfill and board verified

04The Bigger BuildsWaiting on you

Scoped and ready. Each needs a single input from you to start.

01

Revenue & Booking Reconciliation

Automate the daily reconciliation so the dashboards show actual paid invoices tied to Titan DMS, and retire the manual spreadsheet.

Needs: the detail from Amsil, or an intro so we can ask him directly
02

Clean Invoice Deliverability

A dedicated sender wired into GHL on a clean subdomain, so quotes and invoices land in the inbox, not spam.

Needs: the Mailgun account opened on your side
03

Commission & Reward Console

A console showing each rep's commission and rewards against their jobs, built on your actual pay rules.

Needs: the commission and reward structure
04

Speed to Lead, tightened

Clear the spam so the metric is true, and close the weekend gap so callbacks stop slipping.

Needs: spam leads marked, and weekend coverage confirmed

05What We Need From YouTo Start

A short list, each one starts a build that is otherwise ready to go.

  1. Calum · Open
    Open the Mailgun account. Any company email works, it is just to create it. Once it is live we wire it into GHL and the spam problem ends.
  2. Calum · Send
    The commission and reward structure. How reps are paid on each job, so we build the console around your actual rules.
  3. Calum · Introduce
    An intro to Amsil, or his answers to three questions. Where revenue comes from and any manual entry, how it reconciles to Titan DMS and how often, and how bookings are recorded.
  4. Calum · Action
    Clear the spam leads and confirm weekend coverage. So the speed-to-lead figure is true and callbacks stop slipping at weekends.
  5. Calum · Confirm
    Which date marks a job as invoiced. At estimate acceptance, or at handover. The two can be weeks apart, and it changes what the board shows.

06Ask Anything

Ask about any number, status, or build on this page.

Ask the assistant

Grounded in the figures shown above.

07Links & ResourcesEverything

Your dashboards, in one place. The two at the top are new this week.

Lead PerformanceNew this week, live data Marketing PerformanceNew this week, live data Deal DetailsCurrent won deals, time filtered Invoiced JobsMonth by month, RO numbers AttributionSource to won revenue Meeting RoomGoogle Meet