Current MRR
$18,400
+12% vs last month
Active clients
7
At Active Client stage
SLA compliance
96%
Target 95%+
Reports on time
100%
24–48 biz hr window
Client lifecycle
Live count per stageLead in
9
Intro call
5
Assessment
6
Discovery
4
Report
3
Review call
4
Implementation
3
Retainer
7
RULE
Money, scope, or an unhappy client always holds for human sign-off.
This view never changes shape as departments grow — it's the one screen every hire eventually sees on day one.
Leads by source
| Source | Leads (30d) | Converted to assessment | Conversion |
|---|---|---|---|
| Website | 14 | 4 | 29% |
| Referral | 9 | 5 | 56% |
| Personal network | 4 | 3 | 75% |
| Partner (BRAXIM) | 6 | 2 | 33% |
CAC by channel
This month| Channel | Spend | New clients | CAC |
|---|---|---|---|
| Website | $1,200 | 2 | $600 |
| Referral | $300 | 3 | $100 |
| Partner (BRAXIM) | $0 + 10% comm. | 1 | Variable |
| Agent | Client | Task | Status |
|---|
Click any agent to open its scorecard.
| Metric | This month |
|---|