Operations
Metric registry, export readiness, and report access logs.
| Metric | Category | Module | Format | Latest |
|---|---|---|---|---|
Active Clients active_clients | Volume | crm | number | 318 |
Open Leads open_leads | Volume | crm | number | 47 |
Event Conversion Rate event_conversion_rate | Conversion | events | percent | 18.4% |
Monthly Payout Preview monthly_payout_preview | Financial | commissions | currency | $48,123 |
Open Commission Discrepancies open_discrepancies | Operational | commissions | number | 4 |
Compliance Missing Artifacts compliance_missing | Compliance | documents | number | 6 |
Pending AI Approvals pending_ai_approvals | AI | ai | number | 1 |
Upcoming Appointments (7d) upcoming_appointments | Volume | calendar | number | 22 |
Phase 11 is preview-only across exports, scheduling, AI insights, and external BI.
Live exports (PDF / Excel / CSV)
All export jobs are recorded as preview-only. The export engine is wired in Phase 11b.
Scheduled delivery (email)
All schedules default to paused. Email delivery is wired in Phase 11c.
Live AI insights
Every insight row is mock-only (insight_type=mock). Live AI is wired in Phase 11d.
External BI integration
Snowflake / Looker / Power BI connectors land in Phase 11e.
RLS enforced
All Phase 11 tables have row-level security forced on. Tenant scope is enforced server-side.
| When | Report | Action | Result | Notes |
|---|---|---|---|---|
| 2026-04-30 | Executive Overview | View | success | — |
| 2026-04-30 | Document & Compliance Readiness | View | success | — |
| 2026-04-30 | Commission Reconciliation Summary | Snapshot generated | success | — |
| 2026-04-30 | Commission Reconciliation Summary | View | denied | Missing reports.view_commissions |