Content Clicks / CR = article + offer links only, footer links excluded. Orders/Revenue for dedicated sends are day-level totals from Everflow (not per-send).
Cohort Churn Analysis
Date Added
Lead Source
Leads Added
Still Active
Pruned
Vol. Unsub
Total Churned
Churn %
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Editorial → Marketing Retention Funnel
Tracks what percentage of editorial leads get promoted to the marketing list and ultimately retained. Use the scale factor to size editorial acquisition targets.
Date
Editorial Added
→ Marketing
Promo Rate
Mkt Retained
Retention Rate
Scale Factor
—
Scale Factor = editorial leads needed per 1 retained marketing subscriber. e.g. 2.9× means to grow marketing by 10,000 you need ~29,000 editorial leads.
Monthly Marketing File Health
Breaks down monthly churn into two buckets: existing file churn (names added in prior months who left this month) and new-lead churn (names added this month who already left). Net change tells you if the file actually grew.
Month
File (Start)
New Mkt Adds
Existing File Churn
Existing Churn %
New Lead Churn
New Lead Churn %
Total Churn
Net Change
File (End)
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Growth Calculator
+marketing names
Formula: Leads Needed = (Target Net Growth + Avg Monthly Existing Churn) ÷ New Lead Retention Rate. Based on avg of last 2 full months.
List Size Over Time
Daily List Movement
Date
EDT List
MKT List
New Leads
Churned Est.
Net Change
Avg Open %
Avg Unsub %
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Churned Est. = New Leads − Net EDT Change. Net Change = today EDT − yesterday EDT. Estimates only.
List Movement by Brand
Date
Brand
List Size
Delta
New Leads
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Billing
Month
Advertiser
Offer
Orders
Rate
Total
Status
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Filtered Orders: —
Filtered Revenue: —
Brand:
Revenue by Month
Orders by Month
New Leads by Month
Month-over-Month Summary
Month
Total Orders
Total Revenue
EF Orders
EF Revenue
New Leads
Ed Sends
Ded Sends
End EDT
End MKT
Source
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Slot Performance (EF-tracked dedicateds)
Advertiser Send Frequency & Gap
Advertiser
Total
This Mo
Last Mo
Avg Gap
Days Since
RPN by Advertiser — Monthly Trend (EF accounts)
Unsub Spikes (> threshold)
Threshold:%
Date
Send
Unsub %
Unsubs
Content CR vs. Orders (EF-tracked dedicateds)
Offer Fatigue — Content CR Across Consecutive Sends (by Advertiser)
Advertiser
Sends
First CR
Last CR
Decay
Last 5 Sends (oldest→newest)
List Acquisition Cost vs. Lifetime Value — Wireframe
Cost Per Lead
$ —
Connect ad spend source to populate
30-Day Revenue / Active Lead
$ —
Total MTD rev ÷ active subscribers
Payback Period Est.
— days
CPL ÷ daily revenue per lead
7d Bounce Rate
—
Threshold: <0.5% warn / <2% crit
7d Unsub Rate
—
Threshold: <0.20% warn / <0.35% crit
7d Open Rate
—
Target: >25%
Gmail Complaint
—
Postmaster MCP ✓
Last Check
—
—
30d Sends
—
— delivered
Authentication Records
Run deliverability_check.py to populate. Until then showing DNS live lookup.
Domain
SPF
DMARC
DMARC Policy
Blacklist Status
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🛡️ Postmaster+ Live Data
Synced: —
Domain Status
Domain
Compliance
Gmail Rep
DMARC Policy
Complaint Rate
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Sending IP Status
IP
Gmail Rep
Outlook
Sender Score
Blacklist
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Bounce Rate per Send (30d)
— 0.5% warn— 2.0% critical
Unsub Rate per Send (30d)
— 0.20% warn— 0.35% critical
Gmail Complaint Rate (90d) — op.moneymorning.com
Postmaster+
— 0.10% target— 0.30% danger
Gmail Domain Reputation (90d)
Postmaster+
— High (4)— Medium (3)— Low (2)— Bad (1)
Sender Score — 162.208.17.58 (90d)
Validity
Top Spam Identifiers (Gmail FBL)
Identifier
Avg Rate
Samples
Status
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Scaling Roadmap — 40K → 800K
Phase 1 · Current
40K – 75K EDT
Single domain, single IP pool via OptiPub. Focus: consistent <0.08% complaint, <0.5% bounce, >25% OR for 90 days.
Phase 2
75K – 200K EDT
Warm additional IPs/domains. New IPs ramp: 500→1K→2K→5K→25K (doubling every 2–3d). Send only to engaged (opened last 14d) on new IPs.
Phase 3
200K – 500K EDT
Multi-domain strategy (news., deals. subdomains). Dedicated IP pools per segment. 30-day non-opener suppression. Monthly list hygiene scrub.
Phase 4
500K – 800K EDT
Full domain rotation. Engagement-based segmentation via ML. Real-time complaint monitoring via FBL. DMARC p=reject. Dedicated postmaster tools per domain.
IP Warm-up Schedule Generator
Start volume:Target:
Day
Volume
Segment
Watch For
Abort condition: bounce >1% or complaint >0.08% at any step → pause 48h, investigate, clean before resuming.
Setup Checklist
Orders for Day
Offer
Account
Orders
Revenue
Total: —
📬 Inbox Provider Open Rates
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Provider Detail Table
Provider
Sent
Total OR%
Human OR%
MPP%
Bot%
Human Click%
Sends
Human OR% = real opens (excludes Apple MPP & bot scanner opens) · MPP = Mail Privacy Protection pre-fetches · Providers with <1,000 sent excluded