Where each consultant's pipeline is thinning, before it shows up in the monthly numbers — derived automatically from appointments already logged on the calendar. No extra data entry required from the team.
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Coach Mode required
This view uses client-level appointment data to spot stalled cases and conversion drops — private to you.
Stage Conversion — This Month vs Last
Opening → Closing rate, per consultant. A dropping rate flags a closing-skill issue; a dropping Openings count flags a prospecting issue.
Agent
Openings (last → this month)
Closings (last → this month)
Conversion Rate
Trend
Stalled Cases
Clients with an Opening logged but no Closing since — sorted by longest-open first. Matched by client name, so consistent naming helps accuracy.
Agent
Client
Opened
Days Open
Coach Mode
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