Pipeline dashboard
Week of Mar 16-22, 2026 · update deals as they move
Boarded this week
0
/ 0 target
0%
GP boarded
$0
Deals
0
Avg GPPD
--
↓ Drop here to board
ASG # will be requested on drop
✓ Task Sent
0
deals sent to task
drag from A-Plan · awaiting client confirmation
Total days
0
Avg GPPD
--
| PR / CR | Client · Provider | Days | GPPD | GP Est. |
|---|
A-Plan — Likely to close
Drag deals here · ✓ to send to task
0
B-Plan — 50 / 50
In negotiation · could go either way
0
Pipeline
C3 + C6 confirmed · drag to A/B when ready
0
Hot jobs
Active openings with GP potential
Falloff tracker
Lost or at-risk days · + historical predictions from 160 weeks of data
Predicted falloff
| Client | Provider | PR / CR | Days lost | Mar | Apr | May | Jun | Reason | Backfill? |
|---|
Leaderboard
Month-by-month · days · avg GPPD · new clients (CR) or new docs (PR)
PTO & Coverage
Who's out today · who's covering · 🔒 password protected
Leaders
VP · Directors · Sr. Leaders · Leaders
Reps
CR · PR · Associates
Team contacts
Search by name, role, or phone
Import from Microsoft list
One per line · Format: Name | Role | Email or link
Resources & Numbers
Internal extensions, department lines, ACs, and perm contacts
Team Spotlights
OBG Facebook · by Chelsea Woolley
OBG Facebook by Chelsea Woolley
Docs & links
Playbooks, pricing, templates, and reference links