Selling Season Dashboard
Sep 28 – Dec 11, 20260
Referrals This Campaign
0
Prospects Added This Campaign
$0
January Pipeline (Weighted)
1
Weeks Over Capacity (next 7)
Theme Touch Depth
81
1. Ways We Partner
5
2. Retirement + PEO
1
3. Workers Comp
0
4. Merchant Svc
0
5+ Refresh
How many CPAs currently have each theme next up — see
Weekly Handoff for the full breakdown.
Self-Gen Pipeline by Funnel Stage
No prospects added this campaign yet.
Weekly Physical-Stop Capacity
| Week of | Due | Capacity | |
|---|---|---|---|
| Oct 30 | 87 | 37 | Over |
| Nov 6 | 0 | 37 | |
| Nov 13 | 0 | 37 | |
| Nov 20 | 0 | 37 | |
| Nov 27 | 0 | 37 | |
| Dec 4 | 0 | 37 | |
| Dec 11 | 0 | 37 |