Ruislip Branch Summary
Your branch's referrals, progress and team performance.
Referral Pipeline
Active cases grouped by journey stage
9
Total Referrals
New / Early Stage
111%
Ready / Qualified
111%
Mortgage in Progress
111%
Mortgage Offered
111%
Completed
556%
On Hold / Closed
00%
Commission Overview
Agency introducer commission lifecycle
Expected commission
Applications submitted, awaiting completion
£1.2k
£3.8k
£1.3k
£2.0k
MayJunJulAugSeptOct
Showing expected · 6-Month
Total: £8,250
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: 9
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.