CC Daily Dashboard CONCEPT PREVIEW

Revised experience shown alongside the current operating model

Open unchanged dashboard Data through Aug 15 · Generated Aug 16
Illustrative data only
Total · Month to date · New hierarchy filters flow through all proposed views. All people, records and exception counts below are hypothetical

Command Center

The daily management landing page: performance, priorities and direct routes into supporting evidence.

Renamed from Overview
GMV — MTD
$302,840
through day 15 of 31
Forecast month-end
$621,400
band $589k–$653k
Pace vs target
74.8%
$102,270 behind pace
Paid orders
361
5.4% lead-to-paid
REF Cash achievement
31.2%
$57,400 of $183,975
Referral share — context
18.9%
versus 25% planning benchmark

Action Center

Ranked warnings now expose the affected entity and open the exact evidence.

2 red · 2 amber
Closing drag concentrated in EGCC02

Team closing is 11.8% on 164 attended trials; two CCs explain 71% of the negative shift.

Affected: Nour A. and Omar K. · estimated $18.6k recovery value
12 high-intent leads stalled after attendance

Attended 3–6 days ago, no payment recorded. Seven belong to above-average closers.

Oldest item: 6 days · estimated pipeline $9.8k
REF Cash Target is behind pace

$57.4k banked against the $183,975 authoritative target. Referral share is shown separately.

Required: $8,440/day over 15 remaining days
Three financially material records need review

Two probable CC aliases and one paid order outside the active roster.

Potential GMV affected: $2,412

Month-end forecast

Existing weekday-weighted forecast, with the selected hierarchy reflected.

Below target
$302.8k banked$621.4k expected · $837.2k target
$14kAug 9
$26kAug 10
$19kAug 11
$34kAug 12
$21kAug 13
$11kAug 14
$28kAug 15

How the proposed views sit alongside the current dashboard

Nothing below replaces the existing analytical tabs; each closes a different operational gap.

Weekly PerformanceWeekly Trends and Weekly Deep Dive consolidated as two subviews.
Leads & AllocationClearer name for source, fair-share and distribution health.
CC Performance · NEWOne searchable CC profile combining all existing evidence.
Data Health · HEADERQuality and Refresh Changes moved out of the main navigation.
Follow-up Queue · NEWNamed funnel work waiting for action, sorted by urgency.

Weekly Performance

One destination for the old Week-over-Week and Weekly Report experiences.

2 views combined
Why this merge works: Trends answers “what changed?”; Deep Dive continues into “why, who and what next?” without forcing users to understand two similar main tabs.
W3 GMV
$101,260
+8.6% vs W2
Closing
14.2%
−1.1pts vs W2
Leads
2,220
+4.8% vs W2
ASP
$858
+$31 vs W2
Referral share
19.6%
below 25% context
Direction
Improving
GMV up despite softer close

GMV by week

The former Week-over-Week overview remains intact as the first subview.

$91.4kW1
$93.2kW2
$101.3kW3
partialW4

Funnel movement

Read stage movement together before opening a metric diagnosis.

MetricW1W2W3Net
Booking101.2%98.4%103.1%+1.9pts
Attendance35.7%34.1%36.8%+1.1pts
Closing15.8%15.3%14.2%−1.6pts
Lead-to-paid5.7%5.1%5.4%−0.3pts

Team movement

Existing team comparison, now part of the same weekly story.

TeamW1 GMVW2 GMVW3 GMVChangeRead
EGCC01$21.4k$20.8k$25.1k+20.7%Lift
EGCC02$24.8k$25.2k$20.7k−17.9%Drag
JOCC03$19.3k$21.7k$27.6k+27.2%Lift
JOCC05$25.9k$25.5k$27.9k+9.4%Stable

Leads & Allocation

A clearer name for the existing lead-volume, source-quality and fair-share analysis.

Renamed from Lead Analysis
Leads
6,692
446/day average
Lead-to-paid
5.1%
344 paid
Allocation efficiency
47%
to ≥average converters
Starved converters
6
above average · under-fed
Orders at risk
≈12
on weak converters
Referral leads
311
4.6% of total

Lead Distribution Health

Existing conversion-weighted allocation lens retained.

Reallocation opportunity

Approximately 12 orders are sitting on below-average converters. Shift incremental leads toward Salma R., Lina M. and four other above-average closers.

CCTeamLeadsCloseStatus
Salma R.EGCC016119.4%Starved
Lina M.JOCC0310118.5%Balanced
Nour A.EGCC02928.9%Over-fed

Lead source

Existing Referral / Reactivation / New classification retained.

Referral
311
Reactivation
436
New
5,945
Quality matters

Referral converts 2.1× better than new leads. Volume alone should not drive allocation decisions.

Referral Growth

The existing Referral view, renamed around its commercial purpose.

Renamed from Referral
Referral GMV
$57,400
68 referral orders
REF Cash achievement
31.2%
target $183,975
Referral share
18.9%
context · not cash target
Referral leads
311
$184 GMV/lead
Cash required/day
$8,440
15 remaining days
Leads required/day
46
at current yield

Authoritative target progress

REF Cash Target and referral-share context are deliberately separated.

$57.4k banked$183,975 REF Cash Target
Target read

The dollar gap is calculated only against the Target-sheet REF Cash Target. The 25% share remains a separate planning benchmark.

Top referral contributors

Existing referral leaderboard, with direct access to CC Performance.

CCTeamREF GMVShare
Lina M.JOCC03$4,88028.5%
Salma R.EGCC01$3,70026.7%
Omar H.JOCC05$1,60814.9%

Performance Explorer

The flexible multi-metric workspace; renamed to sound less technical and more outcome-oriented.

Renamed from Metric Explorer

Compare performance signals

Select metrics, periods and hierarchy levels without changing the purpose of the existing tool.

PeriodGMVClosingLeadsREF GMV
W1$91,40015.8%2,108$16,820
W2$93,18015.3%2,118$17,440
W3$101,26014.2%2,220$23,140

Fix this first

1 · Closing Rate

14.2%

Binding constraint and strongest revenue lever.

Strongest movement

Referral GMV

+32.7%

W3 versus W2.

Watch together

Leads ↑ · Closing ↓

Mix risk

More volume is not fully converting.

CC Performance

A single coaching profile assembled from metrics already spread across the dashboard.

New operating view
NA

Nour A.

Egypt · EGCC02 · active roster

Needs coaching
GMV
$8,420
target $14,800
Pace achievement
58%
time-adjusted
Leads
92
allocation index 1.31×
Closing
8.9%
team 14.6%
ASP
$842
average selling price
Referral GMV
$804
9.5% of GMV

Personal funnel

The team benchmark makes the binding stage immediately visible.

92Leadsteam 88
87Booked94.6%
45Attended51.7%
4Paid8.9%
Coach the close, not lead volume

Nour already receives 31% more leads than target-weighted fair share. Recovering closing to the team benchmark is worth approximately 3 additional orders, or $2.5k at current ASP.

Lead and buyer mix

The same source/persona evidence, now attached to the CC who needs the intervention.

Office worker
63%
University
20%
Youth
17%
Referral
12%
Reactivation
9%
New
79%

Five-week persistence

Distinguishes a one-off dip from a coaching pattern.

Chronic
13.2%W-4
11.6%W-3
10.4%W-2
9.1%W-1
8.9%Now

Open pipeline assigned to this CC

A bridge from diagnosis to the proposed Recovery Queue.

StageOpenOldestValue
New · not booked83d$5.1k
Booked · no-show54d$3.2k
Attended · unpaid46d$3.4k

Data Health & Reconciliation

Separates expected non-roster activity from exceptions that can change reported performance.

Proposed
Utility placement: Data Health now opens from the header and contains both Data Quality and Refresh Changes, keeping the main performance navigation focused.
Source ingestionPASS226,513 users · 365 orders
Target hierarchyPASS69 CC · 8 team · 2 region
Financially material review$2,4123 exceptions
Expected non-roster activity3,318excluded by approved roster rule

Reconciliation checks

Only exceptions requiring action receive a red or amber state.

6 of 6 reconciled
✓Daily leads sum to MTD6,692 = 6,692
✓Daily paid orders sum to MTD344 = 344
✓Daily cash sums to MTD$287,978.47
✓Region target totals$837,230
!Probable CC aliases2 to review
!Unmatched paid order1 · $804

How unmatched activity is classified

The raw unmatched count is not presented as an error; it is split by operational meaning.

Inactive roster
2,601
Other scope
701
Alias review
14
Paid exception
2
Why this matters

The current engine already knows which activity was excluded. This view adds reason codes and financial materiality so managers see the three records needing attention—not a frightening but mostly expected unmatched total.

Exceptions requiring review

Fictional examples. Clicking an item would expose the source row and suggested resolution.

SeverityRecordReasonSuggested matchFinancial impactStatus
HighOrder · 82•••104Paid order outside active rosterJOCC-Lina?$804Review
MediumEGCC-nour.aProbable alias/case variantEGCC-NourA$1,052Unconfirmed
MediumJOCC-omar-03Probable aliasJOCC-Omar03$556Unconfirmed

Follow-up Queue

Turns aggregate funnel leakage into a prioritized, CC-assigned operating list.

New operating view
Urgent
17
48h+ without movement
Attended · unpaid
29
estimated $23.6k pipeline
No-show
44
rebooking candidates
New · not booked
63
older than 24 hours
Recovered today
8
3 paid · 5 rebooked
Estimated open value
$51.4k
illustrative propensity model

Prioritized follow-up

Student identifiers are masked in this concept. Stage logic and ownership require final business approval.

LeadStageAgeOwnerRecommended next actionDone

Refresh Changes

Explains why today’s dashboard differs from yesterday’s, independently of real performance.

Proposed
Nested under Data Health: this is no longer a main navigation tab.
New since yesterday
+$18,624
21 newly reported paid orders
Historical revisions
+$1,360
2 late-arriving orders
Attribution corrections
3
net region GMV unchanged
Target changes
0
same approved target file
Source file
Frontend 20260816
replaced 20260815
Reconciliation
PASS
before and after refresh

Change bridge

Yesterday’s reported GMV to today’s reported GMV.

Yesterday $267,994Today $287,978
New Aug 15 activity+$18,624
Late Aug 13 order+$804
Late Aug 14 order+$556
Removed duplicates/refunds$0
Total movement+$19,984

What changed operationally

Performance movement and data revisions are narrated separately.

Performance

Aug 15 added $18.6k from 21 orders. Jordan contributed 68%; EGCC02 closing remained below team benchmark.

Data revision

Two late orders increased previously reported Aug 13–14 GMV by $1,360. They are not part of Aug 15 operational performance.

Revision log

Expand an item to understand its origin and impact.

Normal daily activity from the newest frontend file. Egypt: 7 orders / $5,956. Jordan: 14 orders / $12,668.
Payment timestamp belongs to Aug 14 Saudi time but was absent from yesterday’s source snapshot. Historical Aug 14 GMV was revised upward.
Order was received in the latest source file and attributed to its original Saudi payment date.
The approved August target workbook, CC roster, team totals and region totals are identical to yesterday’s refresh.
Already in production

Existing dashboard tab

This concept does not recreate or modify this mature analytical view. It remains exactly as it is in the current dashboard.

Open the unchanged dashboard