PIPELINE METRICS
Live analytics synced from the CapTap Zoho CRM. KPIs refresh every 60 seconds; full recompute on manual refresh.
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Active Pipeline $
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Funded MTD
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Deals MTD
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new submissions
Approval Rate 30D
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Funding Rate 30D
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Avg Funded Deal
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last 30d
Avg Time: Sub → Approved
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Avg Time: Sub → Funded
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Goals & Forecast
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Funded $ MTD
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Funded Count MTD
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Approval Rate 30D
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Month-End Forecast (Linear)
Projected Funded $—
Projected Funded Count—
Business Days—
Pipeline Funnel
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Conversion Rates
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Activity Trend
Created
Approved
Funded
Declined
Owner Leaderboard
Last 90 days
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Decline Reasons
Last 180 days
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Submission Heatmap
Day of week × hour · last 90 days
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ISO Leaderboard
Last 90 days · sorted by funded volume
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ISO ANALYTICS
Per-ISO breakdown of submission volume, approvals, and funded deals. Click any row to drill into that ISO's deals.
Active ISOs
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Submissions
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Approved
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Funded
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Submitted $
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Funded $
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Approval Rate
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Funding Rate
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Top ISOs by Funded Volume
Top 10 · last 90 days
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All ISOs
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SUBMISSION CALENDAR
Daily submission volume by created date. Click any day to drill into that day's deals.
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Submissions
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Submitted $
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Approved
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Funded
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Declined
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Active Days
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Avg / Active Day
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Peak Day
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Month Grid
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Hour-of-Day (This Month)
Submissions bucketed by the hour they were created.
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PER BUSINESS DAY
6-month rolling sales funnel, normalized per business day of each month. Current month averages across business days elapsed; completed months average across the full month. Green = month-over-month growth, red = decline.
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Submissions / Day & Funded Volume
Subs / biz day (left)
Funded volume (right)
Sales Pipeline (per business day)
rolling 6 months
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Ratios
Conversion rates across the funnel (PBD-independent — same whether computed from totals or daily averages).
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UW OVERRIDES
How often the underwriting desk overrides the model's recommendation. Sourced from the live
override_audit.jsonl from the underwriting service.Override Rate · Events
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— / — writes
Override Rate · Deals
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Force-Approved Declines
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—% of overrides
Funding Lever Touched
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— of — overrides
Override Levers
Which fields get changed · most overrides touch multiple
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Tier Overrides
Program changes
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Biggest Funding Deltas
Top 10 by Δ
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All Overrides — Model vs Saved
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Recent Override Events
Last 25 writes · newest first
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