Reports

Operational performance across the funnel

AR

Open pipeline

$156,700

▲ 12% vs last month

Quote conversion

17%

▲ 6 pts vs last month

Avg first response

2 min

▼ 43 min vs manual

Grant recovery rate

94%

▲ 3 pts vs last quarter

Revenue completed

Customer portion + grant portion, monthly

Lead sources

Share of new enquiries this month

  • Website enquiry34%
  • Meta campaign28%
  • Purchased lead18%
  • Referral20%

First response time — AI vs manual

Minutes to first meaningful reply

AI holds under 3 minutes, 7 days a week