# Comparison

Every client workspace side by side on the same eight metrics, with the leading workspace marked in each row.

The Comparison screen puts your client workspaces next to each other in one table, one column per workspace, so you can see which is ahead on each metric and which needs attention.

## Who can open it

Any member of an agency on the **Pro** plan. You need at least two workspaces for the table to appear. With fewer, the screen asks you to add another from [Clients](/docs/agency/clients).

## Using the table

1. Choose a period at the top right: **This month** (the default), **Last 30 days** or **All time**.
2. Read across a row to compare workspaces on one metric. The best value in each row is shaded and labelled **Leading**.
3. On a narrow screen, scroll the table sideways to reach the remaining workspaces.

## Reading the figures

What each row counts is in [What the figures mean](#what-the-figures-mean), at the end of this page. Those explanations come from the same place as Ask PYLO's answers.

**Missing forms** counts calls in the period with no post-call form outcome yet.

Under the show and close rates, PYLO shows the two numbers it divided, so you can check the percentage yourself. Goal progress can go above 100% when a workspace beats its goal; the bar stops at full but the figure does not.

For **Missing forms**, the lowest number leads. Every other row leads on the highest number.

## Missing figures

When a rate has nothing to divide by, for example a workspace with no calls in the period or no monthly goal set, the cell shows a dash and the reason underneath rather than 0%. A dash never wins a row.

## Mixed currencies

Each workspace's money is shown in its own currency. If your workspaces use more than one currency, the **Cash collected** and **Average order value** rows mark no leader, because amounts in different currencies cannot be ranked against each other. Rates and counts still mark a leader, since they mean the same thing in any currency.

To see the same workspaces as a running total, use the [Agency dashboard](/docs/agency/dashboard).

## What the figures mean

Each explanation below is generated from PYLO's metric registry, the same source Ask PYLO and Claude quote from, so the docs and their answers always agree.

### Comparison

**Period, unless a figure says otherwise:** Bucketed on the call's scheduled time, converted to Europe/London before the date is taken. Both ends of the period are included.

#### Live calls

Calls that took place. A no-show, a cancellation and a reschedule are the closed set that did not, and a close written with no call behind it is excluded by was_a_call.

- **Leaves out:** No-shows, cancellations and reschedules: they did not take place. A close written with no call behind it (was_a_call false), such as a close made over DM. Voided calls (test, duplicate, spam or other) are left out of every count.

#### Closes on live calls

Live calls that closed or took a deposit. Live-scoped on purpose, so it sits inside the live-call count it is quoted against.

- **Leaves out:** Closes made over DM or recorded as a payment only: they were never live calls. Voided calls (test, duplicate, spam or other) are left out of every count.

#### Show rate

Live calls as a share of live calls plus no-shows. A cancelled or rescheduled call is in neither side.

- **Counts:** Live calls, out of Live calls plus no-shows.
- **Leaves out:** Cancelled calls are in neither side. Rescheduled calls are in neither side. A close written with no call behind it (was_a_call false) is not a live call. Voided calls (test, duplicate, spam or other) are left out of every count.

#### Close rate

Closes as a share of live calls. A cancelled or rescheduled call is in neither side.

- **Counts:** Closes on live calls, out of Live calls.
- **Leaves out:** Cancelled, rescheduled and no-show calls are in neither side. Closes made over DM or recorded as a payment only are in neither side. Voided calls (test, duplicate, spam or other) are left out of every count.

#### Cash collected

Money actually received in this period, net of refunds issued in it.

- **Period:** Bucketed on the payment's paid_at date in Europe/London. A refund is netted out on its own refund date, so a past period is never rewritten.

#### Closed deals

Every call that closed or took a deposit in this period, whether or not a live call sat behind it.

#### Progress to goal

Cash collected against the workspace's monthly goal. Null, never zero, when no goal is set, and above one when the goal was beaten.

- **Counts:** Cash collected, out of Monthly cash goal.
- **Period:** Bucketed on the payment's paid_at date in Europe/London. A refund is netted out on its own refund date, so a past period is never rewritten.

#### Average cash per deal

Cash collected in this period divided by the deals closed in it. The numerator is money received and not revenue booked, so this is not the mean of a revenue figure.

- **Counts:** Cash collected, out of Closed deals.
- **Period:** Bucketed on the payment's paid_at date in Europe/London. A refund is netted out on its own refund date, so a past period is never rewritten.

#### Leads

Leads created in the period and not voided, the denominator of source coverage.