IQ Finance

Performance Intelligence

RE Tax Consulting·Susana Cruz
Updated Feb 26, 2026Partial Data

Activity

2/7 on track

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

49 active

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

7

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

$7,700

Active Clients

14
Recurring
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.