When you want to visualize the efficacy of your team, market, lead sources, etc., you may want to use a free Google product called Looker Studio (https://lookerstudio.google.com/). I have gone relatively deep into understanding and developing these types of trackers, so I'd like to teach you how to build them as well. I recorded this a couple months ago, but thought it would bring value to this group. Enjoy!
As an Integrator I like having my custom fields and values organized. The way I do this is by creating folders for each project. If I need to make a form for a landscaping company, I make sure to label the company name and then create the fields in that folder. This helps a TON looking for fields, Saves time and keeps things organized😅✅
In case you are unfamiliar with Skool, you climb the leaderboards through positive engagement (getting likes, for example). I won’t spoil the surprise yet, but I promise you that you will want to be at the top! 😶🌫️😅