How many booked calls?
125113 different people booked. 10 of them booked more than once (rescheduled or rebooked).
How many cancelled?
4435% of bookings. 5 of these people booked again and kept a confirmed call; 37 people have only cancelled calls.
How many no-shows?
1 markedOnly one call has a No Show status so far. 46 other confirmed calls from Nov 7–8 have no outcome recorded, so a show rate can’t be calculated yet.
How many B.O.S.S. sales?
19$155,458 collected. 14 paid in full ($9,997) and 5 on the 3-pay plan.
Cash collected, not contract value. Payment-plan sales count only the amount paid so far (the first $2,500 on a 3-pay). Only payments labeled B.O.S.S. are counted: event tickets and other programs are out. 8 manual payments ($40,301) aren’t labeled with a product, so they’re not included. See Notes.
Calls
125 appointments from 113 people. 80 confirmed, 44 cancelled. 4 appointments were booked on the “Book a Call!” calendar rather than InstallUp; they’re included.
Calls by appointment date
ConfirmedCancelledNo-show
Nov 7–8 are in the past (46 confirmed). Nov 9 is today (24 confirmed). 10 confirmed calls are still ahead (Nov 10 and later).
By appointment owner
Total booked125
Total cancelled44
Total no-show1
| Owner | Confirmed | Cancel rate | Matched sales | Cash from matched sales |
|---|---|---|---|---|
| Becky Skura | 22 | 53% | 7 | $62,482 |
| Scott DeStephanis | 35 | 24% | 3 | $22,494 |
| Vickee Jenkins | 23 | 23% | 5 | $36,491 |
Matched sales are B.O.S.S. buyers found on a booked call by email or phone. Each buyer is credited to the owner of the confirmed call closest to their purchase time, or the cancelled call if they never had a confirmed one. Treat this as a guide, not commission-grade attribution.
Sales
Successful payments labeled B.O.S.S., one buyer counted once. $155,458 collected from 19 buyers.
By payment plan
| Product | Buyers | Collected |
|---|---|---|
| Paid in full ($9,997) | 14 | $141,458 |
| 3-pay (first payment) | 5 | $14,000 |
| Total | 19 | $155,458 |
What the cash includes
- Paid in full: 14 buyers at $9,997.
- 3-pay: 5 buyers, first payment $2,500 each.
- Additional seats: Kirsten Zoellner ($11,497 total), Leslie Dale ($4,000 total).
Cash collected by purchase date
B.O.S.S. cash collected
Calls and sales together
- 15 of 19 B.O.S.S. buyers are on the booked-calls list: 14 with a confirmed call and 1 whose only call was cancelled (Edward Wilson).
- 4 buyers have no booked call: Kirsten Zoellner, Lourdes Gant, Nina Bataller, Shawn Alexander. They likely bought directly from the event offer.
- 14 of the 76 people with a confirmed call have bought B.O.S.S. so far. 24 calls are scheduled today and 10 more are ahead, so this will move.
Every B.O.S.S. sale
Search a name. “Cancelled only” means the buyer’s booked call was cancelled but they purchased anyway.
| Buyer | When (PT) | Plan | Paid | Booked call | Call owner |
|---|---|---|---|---|---|
| Christina HadleyDike | Mon Nov 9, 1:47 PM | B.O.S.S. @ 9997 | $9,997.00 | Confirmed Nov 8 | Vickee Jenkins |
| Kirsten Zoellner | Mon Nov 9, 12:38 PM | B.O.S.S. @ 9997, B.O.S.S. Additional Seat | $11,497.00 | None on file | |
| Edward Wilson | Mon Nov 9, 11:18 AM | B.O.S.S. @ 9997 | $9,997.00 | Cancelled only | Vickee Jenkins |
| John LeGrand | Mon Nov 9, 10:33 AM | B.O.S.S. @ 9997 | $9,997.00 | Confirmed Nov 8 | Scott DeStephanis |
| Brian Czapinski | Mon Nov 9, 7:37 AM | B.O.S.S 3P | $2,500.00 | Confirmed Nov 9 | Scott DeStephanis |
| Giuliana Capes | Mon Nov 9, 6:42 AM | B.O.S.S 3P | $2,500.00 | Confirmed Nov 9 | Becky Skura |
| Daniel Kotora | Sun Nov 8, 5:56 PM | B.O.S.S. @ 9997 | $9,997.00 | Confirmed Nov 8 | Becky Skura |
| Barry Walter | Sun Nov 8, 4:23 PM | B.O.S.S 3P | $2,500.00 | Confirmed Nov 8 | Vickee Jenkins |
| Nina Bataller | Sun Nov 8, 4:11 PM | B.O.S.S. @ 9997 | $9,997.00 | None on file | |
| Lyn Lasneski | Sun Nov 8, 3:50 PM | B.O.S.S. @ 9997 | $9,997.00 | Confirmed Nov 8 | Becky Skura |
| Lourdes Gant | Sun Nov 8, 3:35 PM | B.O.S.S 3P | $2,500.00 | None on file | |
| Judy Bongiormo | Sun Nov 8, 3:26 PM | B.O.S.S. @ 9997 | $9,997.00 | Confirmed Nov 8 | Becky Skura |
| Leslie Dale | Sun Nov 8, 2:45 PM | B.O.S.S 3P, B.O.S.S. Additional Seat | $4,000.00 | Confirmed Nov 8 | Vickee Jenkins |
| Shawn Alexander | Sun Nov 8, 2:26 PM | B.O.S.S. @ 9997 | $9,997.00 | None on file | |
| Kristina Kesovija | Sun Nov 8, 12:24 PM | B.O.S.S. @ 9997 | $9,997.00 | Confirmed Nov 8 | Vickee Jenkins |
| Donald Smith | Sun Nov 8, 12:00 PM | B.O.S.S. @ 9997 | $9,997.00 | Confirmed Nov 8 | Becky Skura |
| Jodi Feldmann | Sun Nov 8, 6:58 AM | B.O.S.S. @ 9997 | $9,997.00 | Confirmed Nov 8 | Becky Skura |
| Chinedu Abara | Sat Nov 7, 5:26 PM | B.O.S.S. @ 9997 | $9,997.00 | Confirmed Nov 7 | Scott DeStephanis |
| Jonelle MacDonald | Sat Nov 7, 3:24 PM | B.O.S.S. @ 9997 | $9,997.00 | Confirmed Nov 7 | Becky Skura |
Notes and open items
How this was counted
- A sale is a successful payment on a line item labeled B.O.S.S. Event tickets (GA, VIP), AI Mastermind, Marketing Mastery and the other offers are out of scope.
- Test bookings. Removed two calendar entries: the Becky Skura “Onboarding Team Calendar” event (internal synced) and a cancelled InstallUp booking for Karen Crosby, whose email is a kristamashore@ address. Krista’s $6,000 refunded B.O.S.S. order is also treated as a test. I found no other test-looking contacts (no “test” names, no staff emails). Karen Crosby is the only judgment call, so confirm she’s a test. Marcia Prinz has two identical cancelled Voice AI bookings for the same slot; both count as bookings.
- Angela Roberts’ “BOSS PP” $1,599.40 charge is an installment on an existing plan, not a new sale. Todd L Porter’s $1,599.40 BOSS invoice failed.
- Marcia Prinz’s $2,500 B.O.S.S. 3-pay was refunded, so she is no longer counted as a sale. Daniel Kotora’s first B.O.S.S. attempt failed, then his $9,997 payment succeeded. He is counted once.
- Kirsten Zoellner paid $11,497: $9,997 B.O.S.S. plus a $1,500 additional seat. Counted as one sale.
Needs a decision or a fix
- Manual payments. 8 buyers paid by manual payment (Chris Schumaker, Christine Soda, David Utz, Elena Barbagelata, Nancy Farris, Shellie Hansen, Stephanie Grunewald, Sybil Melton; $40,301 total) with no product label. Sybil Melton and Chris Schumaker each total $9,997, the B.O.S.S. price. If they’re B.O.S.S., the totals go up. Tell me which ones and I’ll add them.
- No-shows and show rate. Only 1 call is marked No Show. Showed / No Show needs to be marked on the Nov 7–8 calls (46 still show confirmed) before a show rate means anything.
- Becky Skura’s cancel rate is 53% (26 of 49) against 24% and 23% for the other owners. Worth checking whether a calendar setting or reminder flow is driving it.
- Unresolved failed B.O.S.S. payment: Shanna Banana (B.O.S.S. plus add-ons, $13,497, call confirmed Nov 7). Worth a follow-up.
B.O.S.S.-related payments not counted (22)
| Name | When (PT) | Product | Status | Amount | Why not counted |
|---|---|---|---|---|---|
| Stephanie Grunewald | Mon Nov 9, 4:06 PM | Manual payment | succeeded | $9,000.00 | Manual payment, not labeled B.O.S.S. Confirm the product |
| Sybil Melton | Mon Nov 9, 3:41 PM | Manual payment | succeeded | $7,497.00 | Manual payment, not labeled B.O.S.S. Confirm the product |
| Sybil Melton | Mon Nov 9, 3:39 PM | Manual payment | failed | $2,500.00 | Failed, no successful payment since |
| Sybil Melton | Mon Nov 9, 3:39 PM | Manual payment | succeeded | $2,500.00 | Manual payment, not labeled B.O.S.S. Confirm the product |
| Sybil Melton | Mon Nov 9, 3:39 PM | Manual payment | failed | $5,000.00 | Failed, no successful payment since |
| David Utz | Mon Nov 9, 12:40 PM | Manual payment | succeeded | $1,500.00 | Manual payment, not labeled B.O.S.S. Confirm the product |
| Angela Roberts | Mon Nov 9, 12:10 AM | BOSS PP | succeeded | $1,599.40 | Installment on an existing plan, not a new sale |
| Daniel Kotora | Sun Nov 8, 5:34 PM | Manual payment | failed | $2,000.00 | Failed, then a B.O.S.S. payment went through |
| Daniel Kotora | Sun Nov 8, 5:32 PM | B.O.S.S. @ 9997 | failed | $9,997.00 | Failed, then a B.O.S.S. payment went through |
| Todd L Porter | Sun Nov 8, 4:57 PM | BOSS | failed | $1,599.40 | Failed, no successful payment since |
| Nancy Farris | Sun Nov 8, 4:43 PM | Manual payment | succeeded | $2,300.00 | Manual payment, not labeled B.O.S.S. Confirm the product |
| Marcia Prinz | Sun Nov 8, 2:13 PM | B.O.S.S 3P | refunded | $2,500.00 | Refunded, so removed from sales |
| Shellie Hansen | Sun Nov 8, 8:44 AM | Manual payment | succeeded | $10.00 | Manual payment, not labeled B.O.S.S. Confirm the product |
| Christine Soda | Sun Nov 8, 8:08 AM | Manual payment | succeeded | $2,997.00 | Manual payment, not labeled B.O.S.S. Confirm the product |
| Christine Soda | Sun Nov 8, 8:07 AM | Manual payment | failed | $1,000.00 | Failed, no successful payment since |
| Christine Soda | Sun Nov 8, 8:07 AM | Manual payment | failed | $2,000.00 | Failed, no successful payment since |
| Christine Soda | Sun Nov 8, 8:06 AM | Manual payment | succeeded | $2,000.00 | Manual payment, not labeled B.O.S.S. Confirm the product |
| Christine Soda | Sun Nov 8, 8:06 AM | Manual payment | failed | $7,000.00 | Failed, no successful payment since |
| Elena Barbagelata | Sat Nov 7, 3:23 PM | Manual payment | succeeded | $2,500.00 | Manual payment, not labeled B.O.S.S. Confirm the product |
| Chris Schumaker | Sat Nov 7, 3:02 PM | Manual payment | succeeded | $9,997.00 | Manual payment, not labeled B.O.S.S. Confirm the product |
| Shanna Banana | Sat Nov 7, 12:03 PM | B.O.S.S. @ 9997, B.O.S.S. Additional Business, B.O.S.S. Additional Seat | failed | $13,497.00 | Failed, no successful payment since |
| Krista L Mashore | Sat Nov 7, 7:35 AM | B.O.S.S 3P, B.O.S.S. Additional Business, B.O.S.S. Additional Seat | refunded | $6,000.00 | Refunded, looks like an internal test |