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Closed Loop Dashboard

6 modules · closed loop · all systems connected

Lead → Contact
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Contact → Appt
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Appt → Show
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Show → Close
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Avg Rating
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BDC Lead-to-Close Funnel
Last 30 days · all lead sources
Live
Team Call Coaching Scores
Avg score by category, out of 100
AI
Reputation Trend
30-day rolling avg rating
Live
CSI Risk Breakdown
Unresolved flags by severity
AI
Lead Cohort Outcomes by Week
Contact rate vs close rate, by week the lead was created
Live
Reputation Monitor
Reviews · CSI correlation
Compliance Auto-Check
CFPB coverage across all funded deals
Call Coaching
Rep performance trends
CSI Risk Queue
Customers at risk of negative survey
Pipeline Risk Monitor
Active deal risk flags
Competitive Intel
Local market pricing vs your lot
Report Issue