New leads · 7d
142
+18% vs last week
Active pipeline
387
across 12 brokers
Deposits · MTD
31
£248,400 total
Lost · 30d
0
needs attention
Conversion rate
21.8%
−2.1% vs March
Admin escalation queue 0
Leads that need you, not a broker
Pipeline stages Live funnel · click a stage to filter
Sources Last 30d
Referrals convert ~3× better — route to top performers in Settings → Routing rules.
Leads needing attention
0 overdue
| Lead | Broker | Stage | Activity | In stage |
|---|
Broker performance Last 30d
Deposits — last 14 days £ value
10 AprToday