Branch intelligence · B03
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
Cedar Grove
West region · Suburban market · Opened 2,012
Advisors · Courtney Allen and Dustin Jackson
Operating window
One date range scopes every domain below. Each fact set is aggregated before joining to the shared date spine.
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
Attributed revenue
Media conversions
New members
Enrollment leads
Payments
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
Media CPA
Visitor to member
Lead to payment
Cost per payment
Weekly economic flow
Paid investment and return
Orange remains investment; green remains attributable value.
Weekly volume
Acquisition outcomes
Membership starts and enrollment payments show durable outcomes on a common time axis.
Monotonic digital flow
Membership progression
Each stage is generated from the prior stage for this branch and period.
Lead-to-payment flow
Enrollment progression
Qualification, consultation, application, and payment use one branch cohort.
Reconciled rollup
Monthly operating scorecard
Inspect, sort, or download the complete cross-domain history for the selected window.
Investment drivers
Media mix
Platform economics retain the spend and outcome color vocabulary.
Product and origin
Membership mix
Product contribution uses the same visitor and member totals as the headline rate.
Operating contribution
Enrollment program mix
Programs reconcile from leads through payment and preserve cost efficiency at the aggregate level.