Dashboard

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Cutover clock —

Priors · Today

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by request arrival (ET)

PTOs · Today

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by order arrival (ET)

Touchpoints Due

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Revenue · MTD ⚠

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Longleaf net · orders arrived this month

Lead Source · YTD

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Goal: grow Direct to 25% by end of year

Avg Response Time · This Week

Priors

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PTOs (commitment out)

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Pipeline Health

Active firms (trial + engaged + VIP) —

Prospect firms —

Touchpoints logged · 30d —

Policies unpaid —

FTO queue (closed, unfinished) —

Today's Priors

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Touchpoints

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Revenue & Volume

counts = requests + orders COMBINED, by email arrival · Today = ET midnight · YTD = Jan 1 (ET) · All time = since the first record (Jan 28, 2022) · terminated included

Gross · 12mo ⚠

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LTI Net · 12mo

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Avg net

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Priced policies · 12mo

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Open (pending)

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Pending value ⚠

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Custom range: to

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Underwriter Mix

policies · orders arrived YTD

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About these numbers

Every figure on this page is a live database query — hover any title or value for its exact definition (window · date field · what's included). Dates count when the request/order email arrived (ET), never the record-creation date (the May import poisons that). Two honest caveats until their builds land: ⚠ policy_amount mixes premium and property value, so dollar totals are directional; and touchpoint due-dates wait on the cadence build. The full definitions sheet for red-pen: docs/dashboard-definitions.md.