Reports

How the agency is performing. Pipeline funnel, conversion rates, MRR trend, and time-in-stage at a glance.

Reflecting data since inception.

New inquiries

7

New candidates

2

Active placements

0

Monthly revenue

$400

Pipeline funnel

Where families currently sit on the placement journey

  • Inquiry received
    3
  • Discovery scheduled
    1
  • Discovery complete
    0
  • Proposal sent
    1
  • Contract out
    0
  • Active
    2
  • Lost
    0

Candidate funnel

From application to placement

  • Application received
    1
  • Phone screen
    0
  • Reference check
    1
  • Background check
    0
  • Ready to place
    0
  • Placed
    0
  • Rejected
    0
  • Withdrew
    0

Monthly recurring revenue

Cumulative MRR from active placements over time

$400current

Jun 25Jul 25Aug 25Sep 25Oct 25Nov 25Dec 25Jan 26Feb 26Mar 26Apr 26May 26

Win and loss

Outcome split for closed inquiries

100%win rate on closed

  • Won2
  • In flight5
  • Lost0

Time in stage

Average days currently sitting at each status

  • New

    3 rows currently here

    2 days

  • Discovery Scheduled

    1 row currently here

    1 days

  • Discovery Complete

    0 rows currently here

    -

  • Proposal Sent

    1 row currently here

    1 days

  • Contract Out

    0 rows currently here

    -

Conversion rates

Stage-to-stage and headline conversion

Inquiry to Active

29%

Application to Placed

0%

Stage to stage

  • New → Discovery Scheduled57%(4/7)
  • Discovery Scheduled → Discovery Complete75%(3/4)
  • Discovery Complete → Proposal Sent100%(3/3)
  • Proposal Sent → Contract Out67%(2/3)
  • Contract Out → Active100%(2/2)

Inquiries per week

Volume trend

0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
5
2
Nov 16Nov 23Nov 30Dec 7Dec 14Dec 21Dec 28Jan 4Jan 11Jan 18Jan 25Feb 1Feb 8Feb 15Feb 22Mar 1Mar 8Mar 15Mar 22Mar 29Apr 5Apr 12Apr 19Apr 26May 3May 10