Operations

Report Catalog

All registered reports, widgets, and dashboards. Mock previews only in Phase 11.

Reports

10 report definitions registered.

ReportCategoryModuleCapabilitiesSaved
Executive Overview
executive_overview
Executivedashboardexport · schedule · insights1
CRM Lifecycle Funnel
crm_lifecycle_funnel
CRMcrmexport · schedule · insights0
Event Performance
event_performance
Eventseventsexport · schedule · insights0
Calendar Activity
calendar_activity
Calendarcalendarexport · 0
Document & Compliance Readiness
document_compliance_readiness
Compliancedocumentsexport · schedule · insights1
Sales Process Pipeline
sales_process_pipeline
Sales Processsales_processexport · schedule · insights0
Policy & Application Status
policy_application_status
Policiespoliciesexport · schedule · 0
Communications Activity
communications_activity
Communicationscommunicationsexport · 0
Commission Reconciliation Summary
commission_reconciliation_summary
Commissionscommissionsexport · schedule · insights1
AI Operations Summary
ai_operations_summary
AIaiexport · 0

Widget Previews

KPI Card · crm

Active Clients

Total clients with status=client.

source: metric:active_clients

KPI Card · crm

Open Leads

Parties at lead lifecycle stage.

source: metric:open_leads

Funnel · events

Event Conversion

Captured leads → appointments scheduled → applications.

source: metric:event_conversion

Status List · calendar

Upcoming Appointments

Next 7 days across all attendees.

source: metric:upcoming_appointments

Alert List · documents

Compliance Missing Artifacts

Sales processes missing required documents.

source: metric:compliance_missing

Alert List · commissions

Open Commission Discrepancies

Discrepancies awaiting reconciliation.

source: metric:open_discrepancies

Alert List · ai

Pending AI Approvals

AI-proposed actions awaiting human review.

source: metric:pending_ai_approvals

KPI Card · commissions

Monthly Payout Preview

Sum of pending payout batch totals (mock).

source: metric:monthly_payout_preview

Dashboards

  • executive

    Executive Dashboard

    8 widgets

  • operational

    Operations Dashboard (Donna)

    8 widgets

  • personal

    Agent Dashboard

    8 widgets

  • compliance

    Compliance Dashboard

    8 widgets

  • commission

    Commission Dashboard

    8 widgets

  • ai

    AI Operations Dashboard

    8 widgets