Your dashboard is built on the numbers you already use.
Every firm measures intake differently. We build your reporting around the stages, ratios, and people your partners care about, then review it with you every month.
Built on definitions you approve. Every view exports to CSV or Excel.
You see the whole intake funnel on one screen.
An illustrative layout. Your version uses your stages, your people, and the definitions you sign off on.
Shapes only. No client data is shown on this page.
We can track any metric your partners ask about.
Inquiries, suitable, booked, held, agreement sent, signed. Named the way you already name them.
Any stage against any other, written as x ÷ y × 100, so the denominator stays on screen.
Results by coordinator, associate, or partner, so a coaching conversation starts from the same numbers.
Which channels, campaigns, and web form pages bring the inquiries that end up signed.
We use the same definitions every month.
Your dashboard can use your own labels. These are the defaults we start from, and we agree them with you before the first report.
A record exists.
A named person or queue owns the next step. That does not mean follow-up happened.
Someone took an agreed action, with a time and an outcome.
A consultation is on the calendar. Attendance is tracked separately.
The package was delivered. It is not a signature.
You confirmed the engagement.
Unresolved at the cutoff, with a reason and a next owner.
Closed without an engagement, with the reason recorded.
The dashboard is where the review starts.
What partners ask about the numbers
Any metric your intake records can support: stage counts, conversion between any two stages, results by person, source, or form page, and consult attendance. We agree the definitions with you before the first report.
Yes. Every view exports to CSV or Excel, so your partners can work with it in their own tools.
No. We do not publish benchmarks. Your baseline is your own recent month, sorted during the audit.
In the 30-minute audit we sort one recent month of your inquiries using these definitions. Every monthly review is measured against it.
The audit is your first report.
In 30 minutes we sort one recent month of your inquiries using these definitions. That becomes the baseline your dashboard is measured against.
The list is yours to keep, even if we never work together.