Dashboard Overview
Real-time snapshot of your broker acquisition pipeline
🔀 Pipeline by Stage
⚠️ Needs Attention
📋 Recent Activity
🗺️ Journey Step Completion Rate
Pipeline Board
Drag-free kanban view of all prospects by recruitment stage
Prospects
All broker candidates in the recruitment pipeline
Active Brokers
Signed broker associates and their induction journey progress
⚠️ At Risk
Prospects and brokers who need immediate attention
Journey Steps
14-step process — completion rates across all brokers
Activity Log
All actions, updates, and status changes across the pipeline