See Every Location at a Glance: Introducing the Executive Summary

If you run one business, your dashboard tells you how referrals are going. If you run three locations, two brands or a growing group of branches, you've probably been doing something else: signing in to each organization, jotting down numbers, and stitching them into a spreadsheet just to answer a simple question. How are we doing overall?

The Executive Summary answers that question on one screen. It brings every organization you administer together, side by side, with combined totals and a direct link back into each one.

Who it's for

The Executive Summary is built for owners and admins who manage two or more organizations on the Unlimited plan. There's nothing to set up. The organizations you administer are the ones you see, and if your admin role in an organization changes, the summary updates to match.

To open it, choose Executive Summary from the organization switcher or from the organization selection page.

What you'll see

Leads that need attention, first

At the top, an alert shows how many new referrals are waiting for an initial review, which organizations they're in, and how long the oldest one has been waiting. Once a lead has waited more than 24 hours, the alert stands out. One click filters the view down to just the organizations that need review.

Fast follow-up is one of the biggest factors in whether a referral turns into a job, and whether that partner refers again. This alert makes a slow branch obvious before it becomes a habit.

Combined totals

Tiles show total referrals, referrals active in the pipeline, completed referrals, users, and bonus payouts over the last 12 months across all of your Unlimited organizations.

How last month went

A month-in-review panel compares your last full month with the month before and with the same month last year: referrals submitted, closure rate, average days to close, and bonus paid. You'll know at a glance whether you're trending up, and where.

Where deals stall

• Active pipeline distribution: how in-flight referrals split between New, Acknowledged and In progress.
• Conversion and leakage funnel: how referrals move through each stage, and what share are cancelled or lost before they're completed.
• Pipeline velocity: average days from referral to closed deal for each organization, tagged Fast (7 days or less), Moderate (up to 14 days) or Extended (more than 14 days), with your fastest location highlighted.

Trends over time

Switch between weekly and monthly views to chart referrals, closure rate, days to close and bonus payouts for up to 12 months, with a table of totals by organization underneath.

Your organizations, side by side

Every organization gets a card with its referrals by status, users by role, top referrer and last activity. Sort by name, new referrals, total referrals or most recent activity, then click any card to jump straight into that organization's dashboard or reports.

Go deeper: top referrers and bonus payments

Two more tabs look across all your organizations at once:

• Top Referrers: a leaderboard of the people sending you the most business. Filter by organization and by timeframe, from this month back to the last 12 months.
• Bonus Payments: your top bonus recipients and recent payments, filterable by payout method and status. Payout figures appear only for people whose role can already see bonus data.

Export it for the board meeting

Need the numbers somewhere else? Export a summary CSV with a breakdown by organization, or export referrals, referrers and bonus payments for any date range. Every export includes an Organization column, so it's ready for a spreadsheet or a board deck.

Good to know

• The Executive Summary is read-only. To make changes, click through to the organization.
• Metrics include organizations on the Unlimited plan. Organizations on other plans are listed separately under Not on Unlimited, with an option to upgrade.
• Billing stays per organization. You can create a new organization right from the Executive Summary, and it chooses its own plan.

Stop stitching spreadsheets together

Growing to more than one location shouldn't mean losing sight of what's working. With the Executive Summary, you can spot the branch that's slow to respond, see which location closes fastest, and find the referrers driving the most business, all in one place.

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