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Robert Cooper and Co
Firm Summary
Your firm's performance at a glance.
Referral Pipeline
Active cases grouped by journey stage
21
Total Referrals
New / Early Stage
419%
Ready / Qualified
15%
Mortgage in Progress
314%
Mortgage Offered
210%
Completed
1048%
On Hold / Closed
15%
Commission Overview
Agency introducer commission lifecycle
Expected commission
Applications submitted, awaiting completion
£2.4k
£5.2k
£1.2k
£1.3k
£3.4k
£4.0k
MayJunJulAugSeptOct
Showing expected · 6-Month
Total: £17,460
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: 20
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.