Activity
Cumulative inputs that drive everything downstream.
This Month
Inbound
LinkedIn Posts
11/ 20
Instagram Posts
7/ 12
SEO Blogs Posted
3/ 4
Outbound
Active Contacts
480/ 400
Outbound Emails
183/ 160
LinkedIn Messages Sent
71/ 100
Partnerships
Referral Partners Signed
1/ 2
Pipeline
Where leads are now and how they convert over time.
This Month
Interested
22
Discovery
8
Qualified
11
Proposal
5
Closing
3
Clients Signed
Cumulative total
Show Rate
76%
target 70%
Close Rate
43%
target 40%
Value
Revenue per client and recurring mix.
This Month
MRR per Client
$550/mo
Total MRR
$7,700Active Clients
14Recurring
9$5,355/mo
One-time
5$2,345/mo
14clients
Decision Support
Ranked by AI impact analysis — highest-leverage opportunities first. Click any row to explore the data.
RE Tax
IQ Finance
RankAreaMetricActionOwner