Infinite Wealth

Executive Overview

Business performance, health and trends at a glance

Calendar days elapsed

5 / 31

Business days elapsed

3 / 22

16% of October elapsed

Business healthAre we on track?
MarketingAttention
2
Engagements
↓Projected to hit 80% of monthly target12 / 15
5021122550%$1,205
Leads↓ 16%Projected
DCs↓ 44%Projected
PSS↓ 38%Projected
PSS to Sale↑ 12 ptsCurrent
CAC↓ $795Current
SalesAttention
0
Deals
↓Projected to hit 0% of monthly target0 / 15
1500
EOIs
Active Stock
First Time Deals
Repeat Deals
Client DeliveryOn Track
83%
Clients On Track
↑Above the 80% On Track target+3 pts
1601616
83%On Track
8%Watch
8%Escalate
Performance trendsWhat direction are we moving?

Engagements

This yearLast yearTarget pace
JanFebMarAprMayJunJulAugSepOctNovDec

2.9 engagements/week required to hit target

Deals

This yearLast yearTarget pace
JanFebMarAprMayJunJulAugSepOctNovDec

4.3 deals/week required to hit target

Client Health

Client Delivery
19 Aug26 Aug2 Sep9 Sep16 Sep23 Sep30 Sep
On TrackWatchEscalate
↑ 3.1 ptsvs last weekOn Track
↓ 2.2 ptsvs last weekWatch
↓ 0.8 ptsvs last weekEscalate
OPERATIONAL INSIGHTSWhat’s happening underneath?

Marketing Efficiency

Marketing

Target 600
779
759
832
796
534
81
May
Jun
Jul
Aug
Sep
Oct MTD

Current Cost / Lead:$29.74

Stock Request Pipeline

Sales

Luxton
1
2
2
0
0
RequestedAllocatedAcceptedPropPresEOIPending

Active Stock Requests:5

Build Timeframe Health

Slab → PCI 1

100%
ON TRACK

99 of 99 builds are on track

99
ON TRACK
0
NEAR LIMIT
0
EXCEEDED