Dashboard

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Date range: | to
Cutover clock —

Revenue & Volume

money = policies whose order arrived in range · Discard excluded · premium is human-entered (from Streak until cutover)

Premium · in range

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Longleaf Net · in range

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Avg net / policy

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Priced policies · in range

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Pending Income · right now

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Prior requests
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Policy orders
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Priors

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requests received

Prior results & speed

Prior found rate

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Avg first reply

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Prior lead source

Policies

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orders received

Policy speed & money waiting

Avg commitment out

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FTO queue · right now —
Complete but unpaid · right now —

Underwriter mix

Policy lead source

Firms

Active firms (trial + engaged + VIP) —
Prospect firms —
Touchpoints logged · in range —

Touchpoints

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About these numbers

Every figure is read live from the database — hover any title or value for its exact definition. One date range drives every number marked "in range"; numbers marked "right now" are current state. Dates count when the request/order email arrived (ET), never the record-creation date. Priors and policies are never added together. Terminated priors and discarded policies are not counted in volume or money. Money comes from each policy's premium (human-entered, mirrored from Streak until cutover) and the Longleaf Net the CRM calculates. Pending Income uses exactly the rules of your Streak view "FIN | Pending Income". Definitions sheet: docs/dashboard-definitions.md.