πŸ“ HTM Dashboard β†’

PETRE11I

Internal Operations Portal

πŸ“Š Reporting & Analytics
πŸ“ˆ
Retain Overview
Lead & retain intelligence dashboard
πŸ”’ Password protected
⏱
Utilization
Attorney billed hours & utilization rates
πŸ”’ Password protected
βš–οΈ
PP Metrics
Petrelli Previtera firm metrics
πŸ”’ Password protected
πŸ›οΈ
Divorce Decree
Pre-filing clients who got decrees
πŸ”’ Password protected
πŸ’°
Revenue vs Goal
Billed & collected vs $20M goal
πŸ”’ Password protected
πŸ”
Matter Lifecycle
Days to close by type & attorney
πŸ”’ Password protected
πŸ“
HTM Dashboard
HTM revenue, goals, cash flow & business plan
πŸ”’ Password protected
πŸ“
State Performance
Revenue, retains & caseload by state
πŸ”’ Password protected
πŸ—ΊοΈ
Market Analyzer
Expansion analysis & scoring
πŸ”’ Password protected
⚑
Intake Speed
Intake lag vs conversion by lead source
πŸ”’ Password protected
πŸ“ž
Sales Pipeline
Leads β†’ consults β†’ retained funnel
πŸ”’ Password protected
πŸ“…
Days to Retain
Consult-to-retain conversion timing
πŸ”’ Password protected
πŸ“ž
Intake QA Manager
Sortable call quality scores for all 4 specialists
πŸ”’ Password protected
πŸ”
Intake Audits
Lead intake quality & audit log
πŸ”’ Password protected
πŸ†
CEA Leaderboard
Dragon rankings + smart routing
πŸ”’ Password protected
πŸ‰ CEA/CES Dragons
πŸ‰
CEA/CES Dragons Dashboard
Performance, leaderboards, commissions & bonuses
πŸ”’ Team Access β†’
πŸ‰
Dragon Commission Detail
Every retain Β· every payment Β· who got paid what & when
πŸ”’ Password protected
πŸ’΅
CEA/CES Commissions
Real-time commission & bonus tracker
πŸ”’ Password protected
🏒 Organization
πŸ”­
V/TO 2026
EOS Vision/Traction Organizer
πŸ”’ Password protected
βš–οΈ
PP Law Firm
Petrelli Previtera org chart
πŸ”’ Password protected
πŸ›οΈ
Done Right LLC
Done Right org chart & structure
πŸ”’ Password protected
πŸ€– Agent Info
🧠
Project Brain
Agent squad status, diaries & credentials
πŸ”’ Password protected
πŸš€
Mission Control
Firm-wide ops dashboard
πŸ”’ Password protected
πŸ’¬
Messages
Internal communications log
πŸ”’ Password protected