CRMs · FLG

Your FLG leads, followed to the sale

FLG already knows where every lead came from and what it cost. Vanzio follows each one through the diary to the sale, so you can see what a sale costs from each source, not just a lead.

What the export looks like

FLG works lead by lead, so its export is usually one row per lead: the lead ID, when it was received, its source and introducer, what it cost, its status and the user it's assigned to. Many installers keep the appointment, the rep and the result in FLG's custom data fields; others keep them in a separate diary. The importer reads either: in step 1 you say which column is which, once.

FLG statuses are your own words ("Appointment booked", "Sat, not sold", "Cancelled by customer"). Step 2 maps each one to Sold, Not sold, No-show, Cancelled or Not booked, and nothing is guessed silently.

Lead IDReceivedSourceIntroducerCostStatusUserPostcode area
10423303/10/2026 18:42Supplier AWeb form£24.00Appointment bookedAgent 2ML
10423403/10/2026 18:57Supplier BPartner£31.50Not interestedAgent 4G
10423503/10/2026 19:05ReferralCustomer£0.00SoldAgent 1EH

Made-up rows, for the shape only. FLG reports are filtered by received date and can break leads down by source, introducer, status and assigned user, with cost and value; appointment details often sit in an account's own custom fields, which differ from one FLG account to the next.

What Vanzio joins to it

  • The diary, if appointments live outside the CRM: appointment, rep, outcome, who booked it, when it was booked and confirmed. Each diary row is matched to its lead by lead number, or else by phone, email, or postcode and surname, which are used for the match and never kept.
  • First-call times from the dialler, for speed to first call and calling hours.
  • Hours from the rota, for hours per pitch, the call centre board and the pay sheet.
  • What each lead cost, from the export or as a cost per lead for each supplier.

Names, phone numbers, emails and street addresses never go into the reporting workbook. Postcodes are cut short and figures are shown by postcode area (G, ML, EH).

The question it answers

FLG shows what a lead costs. What does a sale cost from each source, once the appointments that never sit and the pitches that don't sell are counted?

That's cost per sale: lead spend ÷ the sales those leads made. With the diary and the rota alongside it, the same data gives conversion by rep, the blowout rate, hours per pitch, and a verdict on each supplier: get more, keep, watch or cut back. How cost per sale is worked out.

How the figures get in

Core

You export from FLG and import it with one menu, weekly or whenever you like. The importer remembers how your columns and outcomes map, and stops to ask when it sees one it hasn't met.

Connected

Linking the diary, dialler and CRM is part of the build, set up for how your business runs. An FLG sync through its API is not built yet. It would be built for the first FLG client on Connected, with an access key that has the least rights FLG allows. Until it's in place, the figures come from the export, as on Core.

What isn't built. An FLG sync through its API is not built yet. Everything on this page works from the export today. FLG is a trademark of its owner; Vanzio isn't connected with it.

Try it on four numbers, or see the whole thing.

The 4-number check works out what a sale costs from each lead supplier from your spend, leads, pitches and sales, on your screen only. The demo is Demo Solar Ltd, a made-up installer with solar and windows divisions, and shows every figure the dashboard has.

Every figure is defined on How every number is worked out.