Operations Dashboard
Thursday, 4 June 2026 — Last updated 11:24
Total Leads in Pipeline
147
+12 this week
Pending Distribution
5
3 overdue >48h
Distributed Today
3
+1 vs yesterday
Active Advisors
5
1 inactive
Overall Conversion Rate
38.2%
+2.4% vs last month
Avg Days to Distribution
2.4
−0.6 days improved
Recent Leads
Last 6 leads captured
| Lead Name | Province | Product Interest | Source | Status | Captured |
|---|---|---|---|---|---|
Sipho Mahlangu +27 82 456 7891 | Gauteng | Life Insurance | Referral | Qualified | 28 May |
Zanele Mokoena +27 71 234 5678 | Gauteng | Investments | Online Enquiry | Qualified | 30 May |
Pieter Botha +27 83 789 0123 | Western Cape | Retirement Planning | Cold Call | Distributed | 22 May |
Ayanda Zulu +27 73 345 6789 | KwaZulu-Natal | Medical Aid | Walk-in | New | 03 Jun |
Roshini Pillay +27 84 567 8901 | KwaZulu-Natal | Life Insurance | Referral | Converted | 10 May |
Francois du Plessis +27 76 890 1234 | Western Cape | Short-term Insurance | Social Media | Rejected | 18 May |
Recent Activity
Platform audit trail
Lindiwe Nxumalo distributed to Thabo Nkosi
30 May, 14:32
Roshini Pillay marked as Converted
28 May, 10:15
Morne Visser added as new lead
4 Jun, 09:02
Francois du Plessis rejected — duplicate
18 May, 16:44
Jacques Steyn added as new advisor
15 May, 11:30
Pieter Botha distributed to Brendan van der Merwe
28 May, 09:14