Operations

Executive Dashboard

Mr. Pinder's top-level cross-module view. Mock data only in Phase 11.

Executive Dashboard

Mr. Pinder's top-level view across the firm.

Active Clients

318

Open Leads

47

Commission Preview

$48,123

Pending approval

Open Discrepancies

4

Commission Preview (6 months)

Nov

Dec

Jan

Feb

Mar

Apr

Within historical band.

CRM Lifecycle Funnel

  • Suspects612
  • Leads184(30.1%)
  • Prospects92(50.0%)
  • Clients48(52.2%)

Policy & Application Statuses

Application In Progress

14

Submitted

9

Underwriting

6

Active

284

Lapsed

8

AI Insights (mock)

Phase 11 does not call Claude. All insights below are mock-only.

Mock · infoconfidence: medium

Commission preview within historical band

Monthly payout preview ($48,123) is within the trailing 6-month band of $42K–$52K. Mock insight — Phase 11 does not call Claude.