Velocity Tracking
Average days in stage across the active pipeline, and whether files moved Offer → Legal this week vs last.
Not yet builtAttrition / Leakage Report
Fall-throughs by reason, split controllable (process delay) vs uncontrollable (buyer pulled out).
Not yet builtConversion Funnel Review
Lead → Valuation → Instruction → Offer, with drop-off spikes flagged.
Not yet builtMarketing ROI / CPL Tracker
Weekly spend vs lead volume, cost per lead by channel.
Not yet builtTeam Capacity Benchmark
Active files per Sales Progressor / Manager, flags anyone over-indexed.
Not yet builtFull-Loop Unit Economics
Marketing spend → operational hours → revenue, by lead source.
Not yet builtVendor Performance Scorecards
Solicitor / surveyor turnaround time and success rate.
Not yet builtSeasonal Trend Forecasting
Month-on-month volume patterns feeding next month's planning.
Not yet builtTrue Pipeline / Zombie Lead Clean-up
Files open 90+ days with no movement, stripped out of the headline pipeline number.
Not yet builtOperational Friction Summary
Board-level single slide on the #1 bottleneck this month.
Not yet built+ New analysis
Set up a new one-off project or investigation.
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