π HTM Dashboard β
PETRE11I
Internal Operations Portal
π Reporting & Analytics
π
Retain Overview
Lead & retain intelligence dashboard
π Password protected
β±
Utilization
Attorney billed hours & utilization rates
π Password protected
βοΈ
PP Metrics
Petrelli Previtera firm metrics
π Password protected
ποΈ
Divorce Decree
Pre-filing clients who got decrees
π Password protected
π°
Revenue vs Goal
Billed & collected vs $20M goal
π Password protected
π
Matter Lifecycle
Days to close by type & attorney
π Password protected
π
HTM Dashboard
HTM revenue, goals, cash flow & business plan
π Password protected
π
State Performance
Revenue, retains & caseload by state
π Password protected
πΊοΈ
Market Analyzer
Expansion analysis & scoring
π Password protected
β‘
Intake Speed
Intake lag vs conversion by lead source
π Password protected
π
Sales Pipeline
Leads β consults β retained funnel
π Password protected
π
Days to Retain
Consult-to-retain conversion timing
π Password protected
π
Intake QA Manager
Sortable call quality scores for all 4 specialists
π Password protected
π
Intake Audits
Lead intake quality & audit log
π Password protected
π
CEA Leaderboard
Dragon rankings + smart routing
π Password protected
π CEA/CES Dragons
π
CEA/CES Dragons Dashboard
Performance, leaderboards, commissions & bonuses
π Team Access β
π
Dragon Commission Detail
Every retain Β· every payment Β· who got paid what & when
π Password protected
π΅
CEA/CES Commissions
Real-time commission & bonus tracker
π Password protected
π’ Organization
π
V/TO 2026
EOS Vision/Traction Organizer
π Password protected
βοΈ
PP Law Firm
Petrelli Previtera org chart
π Password protected
ποΈ
Done Right LLC
Done Right org chart & structure
π Password protected
π€ Agent Info
π§
Project Brain
Agent squad status, diaries & credentials
π Password protected
π
Mission Control
Firm-wide ops dashboard
π Password protected
π¬
Messages
Internal communications log
π Password protected
β
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