Operations

Operations Dashboard

Donna — daily operations: follow-ups, event recaps, document reviews.

Operations Dashboard (Donna)

Daily operations: follow-ups, event recap readiness, document reviews.

Follow-ups Due

14

Event Reports Due

2

Document Reviews

5

Scheduling Backlog

3

Document Reviews (6 months)

Nov

Dec

Jan

Feb

Mar

Apr

Compliance Bundle Readiness

Ready

22

In Review

5

Missing Artifacts

6

Restricted

3

Upcoming Appointments by Type

Discovery

9

Recommendation

6

Enrollment

5

Service / Review

2

AI Insights (mock)

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

Mock · warningconfidence: high

Six processes missing compliance artifacts

Six pre-application sales processes are missing required Fact Finder, Suitability, or Recommendation documents. Mock insight.