Prospecting Pipeline
Advisor Performance Summary
| Advisor | Alerts | Acted On | Action Rate | Meetings | Pipeline | AUM Won | Status |
|---|
Wealth Trigger Feed Real-time money-in-motion alerts
Active Pipeline by Stage
Proposals & Meetings
| Prospect | Trigger Source | Advisor | Stage | Est. AUM | Days in Stage | Next Action |
|---|
Weekly Accountability Scorecard
| Metric | Target |
|---|
Action Rate Trend (4 Weeks)
Coaching Notes This Week
Team Accountability Score
Individual Accountability Scores
Missed Money Tracker Revenue left on the table from unacted alerts
| Advisor | Missed Alerts (30 days) | Est. AUM Not Pursued | Est. Revenue Lost | Top Missed Trigger |
|---|
Advisor Rankings March 2026
| # | Advisor | Accountability Score | AUM Won (MTD) | Action Rate | Meetings/Week | Pipeline Value | Trend |
|---|
The Results Queen Coaching Insight
Dr. Jean Oursler | Caveman Brain Methodology