Business Performance

Monthly outcomes, operating workload, funnel health, and financial guardrails.

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New leads · current month—

Overdue follow-ups · now—

Appointments · today—

Lead conversion · decided leads—

Active clients · now—

Open submissions · now—

Urgent submissions · now—

Overdue submission SLA—

Unpaid invoices · all time—

Paid revenue · current month—

Lead pipeline by stage

Count of leads at each current workflow stage

Current client records grouped by the shared service taxonomy

Definitions stay visible so operating reviews use the same denominator and time window.

Lead conversionWon leads divided by all leads marked Won or Lost. Active leads are excluded.

Paid revenueInvoices marked paid during the current calendar month, using paid date.

Active clientsClient records currently present in the private client portal store.

Open submissionsIntakes and requests not marked Resolved, Completed, Closed, or Approved.

Urgent submissionsOpen claims or requests marked urgent/high priority.

Overdue submission SLAOpen work whose calculated response deadline has passed.