Revenue
$128,451
+17.7% vs previous period
Revenue, lead flow, client health, and execution risk for the current operating window.
Revenue
$128,451
+17.7% vs previous period
Leads
236
+31 new leads this week
Conversion
18.4%
-2.1 pts vs previous period
Overdue tasks
17
9 high priority follow-ups
Active clients
42
6 at-risk accounts flagged
Weekly movement for the current operating period.
$24,600
$31,200
$28,750
$43,900
Items affecting follow-up, revenue timing, and client health.
Follow-ups are concentrated in active clinic and agency accounts.
Three proposal-stage deals have no activity in the last 10 days.
Six clients have no recorded activity inside the 90-day health window.
Open value by stage with owners attached.
Qualified
28.4K
Mina Patel
Proposal
47.6K
Jordan Lee
Negotiation
22.1K
Avery Stone
Won this week
18.5K
Riley Chen