Sunrise Capital — Dashboards

Built by Lightmark Media
The Lightmark Suite for Sunrise Capital

Seven dashboards. One funnel.
From first impression to funded capital.

Each dashboard answers a specific question along the path from a paid ad impression to a wire received. Together they form an end-to-end view of where capital comes from, who's working it, and how the funnel is converting — with consistent definitions, live HubSpot data, and drill-downs at every cell.

Ad Spend › Video Engagement › Leads › Setter Activity › Closer Activity › Funded Capital
Ad Performance v10.8.4 PERIOD Last 12 months INTROS BOOKED 1,247 DISCOVERIES BOOKED 312 INTROS — TOP CAMPAIGNS LM-Parking412 LM-Tax298 Direct187 Other350 DISCOVERIES — TOP CAMPAIGNS LM-Parking98 LM-Tax72 Direct61 Other81 TOTAL AI LEADS 827 AI Leads LM-Parking458 LM-Tax214 LinkedIn155 % AI BY CAMPAIGN QUALITY COST Low vol (8) LM-Parking LM-Tax LinkedIn-Fund5 LM-IRA
Top of funnel · paid acquisition

Ad Performance

Pin spend to the campaigns that actually book meetings.
  • Per-campaign intros and discoveries booked, with Meta / LinkedIn / Google source attribution
  • Cost per AI Lead (CPAIL) joined live from Meta + LinkedIn Marketing APIs — quality and cost lenses
  • Total / New / Returning lens for any campaign — distinguishes acquisition spend from re-engagement
  • Orphan spend panel surfaces campaigns burning cash without any HubSpot attribution, sorted lead-gen-first
  • Drill into any campaign for the full 6-row attribution matrix (Total / New / Returning × Lead / AI)
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Wistia Video Performance v2 TOTAL PLAYS 18,420 across 28 projects HOURS WATCHED 1,283h ≈ 4.2 min / play PAGE LOADS 52,847 pages with players PLAY RATE 34.9% plays ÷ loads Top Videos sort: plays ▼ VIDEO PROJECT PLAYS HOURS RATE Fund 5 — Overview Fund 5 3,847 412h 48.2% Tax Strategy Webinar Private Pod 2,914 198h 42.8% IRA Rollover Guide Education 2,103 142h 38.1% Fund 5 — Q&A Fund 5 1,728 96h 29.4% Parking Lot Deep Dive Private Pod 1,234 71h 35.6% Accreditation Walkthrough Education 892 38h 22.1% + 22 more videos…
Engagement signal · content traction

Wistia Video Performance

See which investor videos are actually being watched.
  • Top videos ranked by plays, hours watched, page loads, or play rate — pick your lens
  • Project picker with sane defaults (Fund 5 + Private Podcasts) — expand to all 28 projects when needed
  • Range-filterable for any window — see which content is heating up or cooling off
  • Live name filter for fast retrieval when you're hunting a specific asset
Open dashboard ↗
Lead Tracking v19 RANGE Last 90 days ▾ ANCHOR Funded-anchored ▾ TYPE All New LEADS IN WINDOW 297 DCB 188 FUNDED 35 CAPITAL RAISED $8.4M First-Touch Attribution hs_analytics_source · immutable Leads 297 DCB 188 DC Done 104 Dec CB 76 Dec Done 58 Funded 35 Meta LinkedIn Google Organic Direct Last-Touch at DCB workflow-stamped at milestone Leads 297 DCB 188 DC Done 104 Dec CB 76 Dec Done 58 Funded 35 ↔ side-by-side comparison
Marketing attribution · deal level

Lead Tracking

Three ways to look at the same funnel — depending on the question you're asking.
  • Funded-anchored — where did our funded capital come from?
  • Lead-anchored — how is this cohort converting forward?
  • Activity-anchored — what happened across our funnel this period?
  • Three attribution views (First-touch / Last-touch-at-milestone / Latest source) on either panel — compare side-by-side
  • Per-contact procurement attribution so repeat investors aren't re-attributed every time they fund
  • Investment → deal matching across all pipelines, with R2 cache and unmatched-investment surfacing
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Setter Performance v45 METRIC CIERRA KAYLA AIDAN ALEX W UNATTR OVERALL ACTIVITY Dials 1,247 982 812 624 — 3,665 Connections 412 348 284 198 — 1,242 Intros booked 87 72 58 42 — 259 BOOKINGS — DISCOVERY Booked 87 72 58 42 24 283 Held 62 54 41 28 18 203 Completed 58 49 38 24 16 185 No-show 21 14 11 9 4 59 NEW MONEY New investments 14 11 8 6 3 42 Capital raised $1.4M $1.1M $820K $640K $280K $4.2M POPULATION: Booked Held Completed COHORT: All From intro No intro
Top-of-pipe sales · Cierra · Kayla · Aidan · Alex W.

Setter Performance

Track the work that gets discoveries on the calendar.
  • Activity (Dials, Connections, Intros) and Bookings (Booked → Held → Completed → No-show) per setter
  • New Money attribution via the setter cascade — credit flows to whoever booked the original discovery
  • From-Intro vs No-Intro cohort comparison — sets without an intro have different conversion math
  • Held vs Completed separates actual meetings from dispositioning hygiene
  • Per-setter columns + Unattributed + true grand-total Overall column
  • Every cell drillable to underlying records
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Closer Performance v19 Call Outcomes 142 KELVIN 118 BRONSON 96 JONNY Completed 68% No-show 18% Rescheduled 14% Discovery Decision Funded Investments All Money / New / Added METRIC KELVIN BRONSON JONNY DANIEL ALEX Z UNATTR OVERALL ALL MONEY Investments funded 24 18 15 9 7 4 71 All investors active 18 14 12 7 6 3 52 (8 cc) Capital raised $2.4M $1.8M $1.5M $890K $720K $340K $7.7M NEW MONEY First-time investors 11 8 6 4 3 2 34 New money raised $1.1M $820K $640K $410K $320K $180K $3.5M cc = cross-credited contacts (counted in Overall once)
Bottom-of-pipe sales · Kelvin · Bronson · Jonny · AMs

Closer Performance

Closer activity, outcomes, and capital — in one view.
  • Discovery + Decision booking funnels per closer (Booked, Held, Completed, No-show, Rescheduled)
  • Funded Investments split three ways: All Money / New Money / Added Money — closers plus AMs (Daniel, Alex Z.)
  • Call Outcomes donuts surface dispositioning patterns at a glance
  • Cross-credit footnote on unique-contact rows keeps the math honest when one investor talks to two closers
  • Drill into any cell for the underlying meetings or investments
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Conversion Dashboard v17 FUNNEL VIEW Setter Closer Pairing matrix POPULATION Booked Held Completed Setter Cascade — Held Population INTROS HELD 203 DISCOVERIES BOOKED 152 FUNDED 38 152 / 203 = 74.9% 38 / 152 = 25.0% Same cohort traced through every tier — Held population only OVERALL: INTRO → FUNDED 18.7% 38 funded · 203 intros held COMPARISON: LAST PERIOD 14.2% ▲ +4.5pp · Δ +32%
End-to-end funnel intelligence

Conversion Dashboard

End-to-end funnel intelligence — one place, one cohort.
  • Two-axis toggle — Funnel View (Setter / Closer / Pairing matrix) × Population (Booked / Held / Completed)
  • Three-tier setter cascade + two-tier closer cascade — every step attributable, every conversion math-traceable
  • Pairing matrix shows who-did-what-for-whom across the setter × closer grid
  • True grand-total Overall column — attributed + unattributed sums clean, no double-counting
  • Period comparison on every cell — delta and percentage change vs prior period
Open dashboard ↗
Sunrise Investment Dashboard v28 TOTAL CAPITAL RAISED $42.8M all funds · all time NEW MONEY $11.2M first-time investors · this year ACTIVE INVESTORS 312 unique contacts · funded Capital Raised — Monthly J F M A M J J A S O N D All Money by Closer CLOSER INVS $ Kelvin E. 24 $8.4M Bronson P. 18 $6.2M Jonny C. 15 $5.1M Unattributed 14 $3.8M Funded Investments — Recent sort: funds received ▼ DATE INVESTOR FUND CLOSER TYPE AMOUNT May 14 Joe F. Fund 5 Kelvin REPEAT $250K May 13 Sarah M. Fund 5 Bronson NEW $100K May 12 David L. Fund 5 Jonny BOLT $50K
Capital outcomes · the bottom line

Sunrise Investment Dashboard

Where the money came from. Where it's going.
  • KPI strip: total capital raised, new money, active investors — at-a-glance fund health
  • All Money by Closer / AM with unique-contact dedup and cross-credit footnote for honest math
  • Capital raised over time charts with fund-by-fund breakdown
  • Funded investments list filterable by fund, type (New / Repeat / Bolt-On), date range, person
  • LTV per investor for downstream retention math
  • Drill into every cell for the underlying investment records
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