Activity
Monthly total
Infinite Wealth
Sales Dashboard
Sales activity and funnel performance
UpcomingWhat's coming up?
Upcoming appointments30Scheduled across the team
Completed PerformanceHow are we performing?
Discovery Call
Monthly total
PSS Set Up
Monthly total
PSS
Monthly total
Engagements
Monthly total
Conversion Rates
Monthly total
SWP
Monthly total
Property Presentation
Monthly total
Annual Review
Monthly total
Deals
Monthly total
PipelineWhere are engaged clients?
Engagement cohort progression
Select a stage to inspect its movement and current position
Total engagement cohort
10
Engaged clients
Engagement to first deal
30%
Cohort conversion
Median engagement to first deal
32.8 days
Elapsed time
6.2 days
8.4 days
11.2 days
9.7 days
Completed stage
Selected stage
Stock Request
Reached stage
7
Conversion
70%
Currently live
1
Median from previous
8.4 days
Admin & ComplianceIs admin discipline maintained?