Dashboard

Unified dashboard for leads, assessments, reports and AI-assisted operations.

128Open leads
34Assessments in progress
12Reports under review
46PDF exports issued

Lead pipeline

Filtered by status
LeadAssessmentScoreRAGPriority
Atlas ERP ProgrammePHI Snapshot2.6AmberHigh
NorthOps Service DeskITSM Snapshot2.3RedHigh
Nova Retail RolloutPHI Snapshot4.0GreenMedium

Workflow states

  • Lead submitted
  • Lead reviewed
  • Full assessment created
  • Assessment in progress
  • AI draft generated
  • Under review
  • Approved
  • Issued