Reporting dashboards for pipeline, relationships, execution, and follow-up performance.
Deals by stage, total pipeline value, value per stage, and average days in stage.
Capital provider counts by type and relationship status, facility utilization, and pitch-to-commit rates.
Deals in execution with progress bars, overdue task counts, and the top 10 most overdue tasks.
Active follow-up sequences, messages sent, response rates, and opt-out metrics.
