Landing & Auth Flow
SSO / SAML Login
Enterprise agency accounts
Agency Dashboard Flow
$847,200
Forecasted 12-mo MRR
↑ +18.4% MoM avg
$124,500
Current MRR
↑ +6.2%
312
Total Leads (MTD)
↑ +23%
4.8%
Churn Rate
↑ -0.3%
MRR Trend — Last 6 Months
Forecast Confidence
12-mo projection score
Leads by Source
2:34
PM
WhatConverts Sync Complete
312 leads updated • 8 new conversions detected
9:00
AM
AI Forecast Recalculated
Confidence 94% • Trend: +18.4% MoM
Forecast Calculator Flow
$124,500
Current MRR — pulled from WhatConverts
↑ Live Data
Forecast Confidence
Based on 18 months of historical data
$847,200
Projected 12-mo MRR
↑ +581% from today
$6.2M
Total ARR Projection
↑ +18.4% MoM avg
Monthly MRR Forecast — Apr 2026 to Mar 2027
Best
Case
$9.1M ARR by Mar 2027
If churn drops 1% and growth sustains at 9.5%/mo
Base
Case
$6.2M ARR by Mar 2027
Current trajectory maintained at 8.5% growth
Worst
Case
$4.4M ARR by Mar 2027
Growth slows to 5% and churn increases by 2%
Lead Analytics Flow
312
Total Leads (April)
↑ +23% MoM
$399
Cost per Lead
↑ -$42 vs last month
18.4%
Lead-to-Client Rate
↑ +2.1%
Lead Volume by Week — April 2026
Lead Quality Score
Avg across all tracked sources
Live
API
WhatConverts Webhook Active
Real-time lead ingestion • 0ms avg latency
$24,800
Google Ads Attributed Revenue (MTD)
↑ +31%
Revenue Attribution by Channel
1st
Source
Google Ads — 142 Leads
Avg value $174 • Close rate 22.5% • ROAS 4.8x
2nd
Source
Organic SEO — 98 Leads
Avg value $210 • Close rate 19.8% • No ad spend
3rd
Source
Facebook Ads — 47 Leads
Avg value $138 • Close rate 14.2% • ROAS 2.4x
Campaign Performance Flow
3.2x
Blended ROAS
↑ +0.4x vs March
$18,400
Total Ad Spend
↓ +5% MoM
$58,880
Attributed Revenue
↑ +28% MoM
ROAS by Campaign Type
Budget Utilized
$18,400 of $27,000 allocated
4.8x
ROAS
Brand Keyword — Google Search
$3,200 spend • $15,360 revenue • 68 leads • CPL $47
3.1x
ROAS
Service Keywords — Google Search
$5,800 spend • $17,980 revenue • 95 leads • CPL $61
2.4x
ROAS
Retargeting — Facebook & Instagram
$2,100 spend • $5,040 revenue • 31 leads • CPL $68
1.9x
ROAS
Prospecting — Facebook Ads
$3,400 spend • $6,460 revenue • 28 leads • CPL $121
222
Total Attributed Leads (MTD)
↑ +19%
Weekly Lead Volume — All Campaigns
AI Insights Flow
+23%
Lead Volume vs Forecast
↑ Above target
$2,400
Recommended Budget Increase
↑ AI suggestion
High
Impact
Increase Google Brand Budget by $1,200
AI confidence: 91% • Est. +18 leads/mo • +$3,100 MRR
Med
Impact
Pause Facebook Prospecting — Low ROAS
AI confidence: 87% • Reallocate $1,400 to search
Low
Impact
Add Negative Keywords — 14 Wasted Terms
AI confidence: 96% • Est. save $340/mo in wasted spend
AI Recommendation Confidence
Based on 6-month data patterns
12-Month MRR by Scenario
$9.1M
Best Case ARR (Mar 2027)
↑ 9.5% MoM growth
$4.4M
Worst Case ARR (Mar 2027)
↓ 5% MoM, +2% churn
Key
Driver
Churn Reduction Has Highest Leverage
Each 1% churn reduction = +$74K ARR in 12 months
Key
Driver
Lead Volume Growth is 2nd Lever
Each +10 leads/mo = +$42K ARR assuming current close rate
Settings & Integrations Flow
Live
API
WhatConverts API
Connected • Last sync 2 min ago • 312 leads synced
Live
API
Google Analytics 4
Connected • Conversion tracking active • 8 goals
Live
AI
Claude AI — Anthropic
Connected • Forecast engine active • claude-sonnet-4-6
Idle
API
HubSpot CRM
Not connected — click to configure OAuth
Team Members
5 users active — 2 admin, 3 viewer
Pro Plan — $149/mo
Unlimited leads • 3 WhatConverts accounts • Renews May 1
V1 Deliverables
Complete overview of confirmed features, deliverable items, and technical architecture for RevCast AI.