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KPI overview and pipeline health
Client Pipeline
Open Clients
NEW LEAD
0
IN REVIEW
0
ACTIVE CLIENT
0
DORMANT
0
CHURNED
0
Acquisition Breakdown
No acquisition data yet
ORGANIC DIRECT
0
REFERRAL
0
SOCIAL MEDIA
0
GOOGLE ADS
0
Team Workload
Backend does not expose user/team roster yet. This card is reserved for future workload stats.
Loans Expiring Soon
This requires liabilities data in list responses or a dedicated dashboard endpoint. Currently unavailable.