All office hours
01 · The question

What metrics are you currently tracking in the business? How does that differ from when you first started Success with Soul?

Asked by RaquelMar 25, 2026From the Telegram archive
02 · Kate's answer
Answered Mar 25, 2026

Kate's answer

Listen to Kate's answer0:00 / 5:56
03 · The short version

Kate's take, in a sentence or two

Kate explained that the diary tab mainly lists what she's stopped tracking (like most ad metrics beyond CPL, CPM, CTR, and ROAS), but she also tracks a lot elsewhere—revenue, expenses, profit, conversion rates at every funnel stage, average order value, rolling revenue, LTV, retention/churn, plan mix (like annual vs. monthly), and lead source profitability, mostly via her Airtable dashboard and income reports. She uses conversion data to diagnose whether she has a traffic problem or a conversion problem, and tracks things like daily sales streaks and averages more for fun than necessity. Day-to-day she focuses on the big picture, with one-off deep dives (like webinar drop-off rates) reserved for specific promotions.

04 · Transcript