Analytics

One section per person, one question each — every number links to the files behind it.

Michael

Sales

Am I fast, and who needs a touch today?

—

median speed-to-first-touch (14d)

Active files by phase

Lead

Application

Processing/UW

Closing

Won

Gone quiet — active files with no contact in 5+ days (oldest first)

Nothing stale — every active file has a recent touch. 👏

Stacy

Which files are aging, and what paper is missing?

Files in processing/underwriting — longest in stage first

Nothing in processing right now.

Documents still outstanding

Every tracked document is in. 📁

Jered

Which sources make money, and which lose it?

Source	Leads	Converted	Lost	Conversion

Lead volume — last 8 weeks

Katie

Is the machine healthy, and where is process slipping?

checklist overrides (30d) — audit these

leads snoozed