Branch intelligence · B08

Branch operating view

Read paid demand, membership acquisition, and enrollment outcomes on one shared date scope without joining fact rows or inflating totals.

Data through Jun 30, 2026

Selected branch

Brookfield

North region · Suburban market · Opened 2,015

Advisors · Patricia Tran and Derrick Padilla

Operating window

One date range scopes every domain below. Each fact set is aggregated before joining to the shared date spine.

Date range

Shared date scope

Operating snapshot

Campaign, membership, and enrollment ledgers stay distinct; totals reconcile to their source dashboards under the same branch and period.

Campaign spend

$356,386

Attributed revenue

$6,730,040

Media conversions

20,155

New members

49,614

Enrollment leads

54,981

Payments

9,148

Rates recomputed from visible totals

Efficiency vocabulary

Every rate is a ratio of summed numerators and denominators, never an average of row-level percentages.

Media ROAS

18.9x

Media CPA

$17.68

Visitor to member

14.0%

Lead to payment

16.6%

Cost per payment

$92.39

Weekly economic flow

Paid investment and return

Orange remains investment; green remains attributable value.

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Weekly volume

Acquisition outcomes

Membership starts and enrollment payments show durable outcomes on a common time axis.

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Monotonic digital flow

Membership progression

Each stage is generated from the prior stage for this branch and period.

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Lead-to-payment flow

Enrollment progression

Qualification, consultation, application, and payment use one branch cohort.

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Reconciled rollup

Monthly operating scorecard

Inspect, sort, or download the complete cross-domain history for the selected window.

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Investment drivers

Media mix

Platform economics retain the spend and outcome color vocabulary.

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Product and origin

Membership mix

Product contribution uses the same visitor and member totals as the headline rate.

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Operating contribution

Enrollment program mix

Programs reconcile from leads through payment and preserve cost efficiency at the aggregate level.

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