Selling Season Dashboard
Sep 14 – Nov 20, 20260
Referrals This Campaign
0
Prospects Added This Campaign
$0
January Pipeline (Weighted)
1
Weeks Over Capacity (next 6)
Theme Touch Depth
89
1. Ways We Partner
0
2. Retirement + PEO
0
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 | |
|---|---|---|---|
| Sep 11 | 89 | 37 | Over |
| Sep 18 | 0 | 37 | |
| Sep 25 | 0 | 37 | |
| Oct 2 | 0 | 37 | |
| Oct 9 | 0 | 37 | |
| Oct 16 | 0 | 37 |