Executive Analytics

Operational Intelligence Dashboard

Real-time visibility across revenue, pipeline, workforce, marketing, AI and divisions.

Last refreshed just now
MRR
$0
Target $150,000
ARR
$0
Target $1.8M
Active Subscriptions
0
Target 1,200
Churn (30d)
0.0%
Target < 3.0%

Operational Performance

Pipeline Performance

  • Pipeline value—
  • Qualified leads—
  • Win rate—
  • Avg cycle days—

Onboarding Performance

  • Wizards completed—
  • Time-to-activate—
  • Drop-off rate—
  • Migration throughput—

Workforce Utilization

  • Active staff—
  • Utilization %—
  • Billable hours—
  • Response time—

Marketing Campaigns

  • Spend—
  • Conversions—
  • CPA—
  • ROAS—

AI Usage

  • AI runs—
  • Tokens consumed—
  • Assist accuracy—
  • Workflow adoption—

Support Metrics

  • Open tickets—
  • Avg response—
  • CSAT—
  • Backlog age—

Division Analytics

Tax Office
—
Revenue · Pipeline · Ops
Business Formation
—
Revenue · Pipeline · Ops
Bookkeeping
—
Revenue · Pipeline · Ops
Marketing
—
Revenue · Pipeline · Ops
Ecommerce
—
Revenue · Pipeline · Ops
Hosting
—
Revenue · Pipeline · Ops
Workforce
—
Revenue · Pipeline · Ops
Notary
—
Revenue · Pipeline · Ops
Attorneys
—
Revenue · Pipeline · Ops
Training
—
Revenue · Pipeline · Ops

Forecasting Models

ModelHorizonConfidenceStatus
Revenue Forecast
12 mo
72.5%
Ready
Staffing Forecast
6 mo
68.0%
Ready
Renewal Forecast
12 mo
80.0%
Ready
Onboarding Forecast
3 mo
76.0%
Ready
Pipeline Forecast
6 mo
70.0%
Ready

Metrics will populate as live data streams are wired into revenue_metrics, pipeline_metrics, workforce_metrics, marketing_metrics, engagement_metrics and system_health_metrics.