Eastcote Branch Summary

Your branch's referrals, progress and team performance.

Referral Pipeline

Active cases grouped by journey stage

12
Total Referrals
New / Early Stage
325%
Ready / Qualified
00%
Mortgage in Progress
217%
Mortgage Offered
18%
Completed
542%
On Hold / Closed
18%

Commission Overview

Agency introducer commission lifecycle

Expected commission
Applications submitted, awaiting completion
£1.2k
£1.4k
£1.2k
£1.3k
£2.1k
£2.0k
MayJunJulAugSeptOct
Showing expected · 6-Month
Total: £9,210

Tap a card to switch the lifecycle, and use the range toggle to change the time window. Bars are navy by default; the peak is highlighted in Champagne Gold. Figures are computed live from referral milestones.

Interactive Team Performance

Individual agent activity across the firm

Showing referrals · Total
Total: 11
AmberMillie02468
Bars are navy by default; the leading agent for the selected metric is highlighted in Champagne Gold.

Design preview — all figures are illustrative. Production reuses existing getDashboardData, getFinancialDashboard and reporting definitions; no calculations or permissions are changed.