A view of the branch’s current client books and outreach. Use it to spot work needing attention and offer support.
18 clients are not counted below: 18 with no owner yet.
33
29 contacted · 4 team members
24
Across every owned client
9
31% of contacted clients
3
27% of clients who replied
Dated by the day each client converted. The chart counts recorded conversion events, while the cards count clients currently marked converted. A client’s later status change can make the two differ. All-time records: 3.
No conversions recorded in the last quarter. This chart fills in as clients convert.
Each person's current client book, replies, wins and how quickly those clients answer. Past activity follows a client after handover.
| Team member | Clients | Contacted | Replies · rate | Won · win rate | Client reply time |
|---|---|---|---|---|---|
| Morgan EllisThese clients are waiting for a first contact. | 1 | 0 | 0— | 0— | Not enough data |
| Alex Morgan |
How replies and wins vary with tone and length across the current team's client books.
These are associations, not proof that a setting caused a reply or win. One client can appear under several styles. Rates appear after five distinct clients used a style.
24 sent emails have no recorded tone and are left out of the tone table.
24 sent emails have no recorded length and are left out of the length table.
| Setting | Sent | Clients | Reply rate | Won | Win rate |
|---|---|---|---|---|---|
| Professional | 0 | 0 | — | 0 | — |
| Warm | 0 | 0 | — | 0 |
How many clients sit at each stage right now. Choose a stage to see those clients.
How today's clients are distributed by their latest priority score. Choose a range to see those clients.
How many clients each person owns. Choose a row to see their clients.
| 8 |
| 7 |
| 7100% |
| 114% |
| Not enough data |
| Jordan Patel | 21 | 19 | 15% | 267% | Not enough data |
|---|
| Priya Shah | 3 | 3 | 133% | 00% | Not enough data |
|---|
| — |
| Formal | 0 | 0 | — | 0 | — |
|---|
| Direct | 0 | 0 | — | 0 | — |
|---|
| Setting | Sent | Clients | Reply rate | Won | Win rate |
|---|---|---|---|---|---|
| Short | 0 | 0 | — | 0 | — |
| Standard | 0 | 0 | — | 0 | — |
| Detailed | 0 | 0 | — | 0 | — |
Where the pipeline is concentrated, and how highly those clients score on average (out of 100).
| Sector | Clients | Average score |
|---|---|---|
| Education & Young People | 13 | 61 |
| Environment & Conservation | 13 | 56 |
| Health & Well-being | 13 | 58 |
| Animal Welfare | 1 | 72 |
| Arts & Heritage | 1 | 78 |
| Arts & Young People | 1 | 78 |
| Education & Employability | 1 | 28 |
| Emergency & Rescue | 1 | 65 |
| Environment & Transport | 1 | 58 |
| Environment & Water | 1 | 20 |
| Housing & Regeneration | 1 | 86 |
| Migration & Inclusion | 1 | 51 |
3 smaller sectors not shown.