BTI Performance Tracker · Brave Thinking Institute

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BTI

Brave Thinking Institute

Performance Tracker · BTI Internal Tool

Sign in with your BTI Google account
(@marymorrissey.com or @bravethinkinginstitute.com).

⚙ Settings

✓

Google Sheets Connected

Data syncs automatically — no setup required.

Account

Signed in with Google as . There is no separate dashboard password.

📅 Monthly Ad Budget

Month

Year

Current saved values shown beside each field. Leave blank to keep existing value.

8SS Ad Budget ($)

—

DBP Ad Budget ($)

—

Budget Leads

—

Stretch Leads

—

New (derived)

Current (saved)

Total Budget

—

Total Budget

—

CPA Goal

—

CPA Goal

—

Stretch CPA

—

Stretch CPA

—

Import data

Drop a file on any box, or click it to browse. CSV and XLSX both work — only the boxes you fill are imported. Hover a box for the columns it expects.

Ad Spend

8SS & DBP

📊

Drop file or browse

Day · Spend · Purchases · Account

8SS WFW

🌱

Drop file or browse

Meta export · WFW campaign

8SS Quiz

🧩

Drop file or browse

Meta export · Quiz campaign

8SS Wired

⚡

Drop file or browse

Meta export · Wired campaign

8SS Webinar

🎬

Drop file or browse

Must be named 8SS-Webinar

Opt-ins

8SS · PowerBI

📋

Drop file or browse

8SS PowerBI export

DBP · PowerBI

📗

Drop file or browse

DBP PowerBI export

8SS WFW · GoHighLevel

🌿

Drop file or browse

GoHighLevel export

8SS Quiz · GoHighLevel

📝

Drop file or browse

GoHighLevel export

8SS Wired · GoHighLevel

📥

Drop file or browse

GoHighLevel export

Sales

Keap / Infusionsoft

🧾

Drop file or browse

Name · Products · Inv total · Date

Zoho · Friends & Family

🤝

Drop file or browse

All Online Transactions · F&F

📌 Date Note —

Notes are saved locally in your browser and visible only to you.

Brave Thinking InstitutePerformance Tracker

Overview

▣ Marketing

▣ Enrolment

Division

⊞ Life and Transformation

· 8SS Funnel

· 8SS Wealth From Within

· 8SS Quiz Funnel

· 8SS Wired For Wealth

· 8SS Referrals

· 8SS Webinar

· DBP Funnel

· DBP Promo Purchases

· DBP Referrals

· IYG Funnel

Planning

▤ Monthly Rollup

◈ Budget & Targets

Meta Ads

◧ 8SS · Meta

◧ DBP · Meta

BTI Internal · v2.0

Summary

Dashboard / Overview

Su

Mo

Tu

We

Th

Fr

Sa

Start Date

MM/DD/YYYY

–

End Date

MM/DD/YYYY

–

Include 8SS Referrals DBP Referrals DBP Promo Webinar IYG

HEADLINE KPIs

MQL PACING

HEADLINE KPIs

NQL PACING

Life and Transformation Daily Data

Include 8SS Referrals Include DBP Referrals Include DBP Promo Include Webinar Include IYG

8SS Daily Data

Show take-rate %

8SS Sales Daily Breakdown

8SS Quiz Daily Data

Wealth From Within · Daily Data

Wired For Wealth · Daily Data

Show take-rate %

Wired For Wealth · Sales Daily Breakdown

8SS Referrals Daily Breakdown

8SS Webinar Daily Data

Trend

8SS_01 Daily Meta Data

Trend

DBP_01 Daily Meta Data

DBP Daily Data

Show take-rate %

DBP Sales Daily Breakdown

DBP Promo Purchases Daily Breakdown

DBP Referrals Daily Breakdown

IYG Daily Data

Show take-rate %

IYG Sales Daily Breakdown

Monthly Performance Rollup

Monthly budget & lead targets

Lead targets are fixed · CPAs are derived from budget ÷ leads · Blue headers are editable — click any cell to update