Staff Dashboard

Live Monday, May 19, 2026

Payment Migration

14,238/20K

71% moved off Authorize.net

Active Students

247

↑ 12 this month

Pending Intake

18

5 overdue

This Week's Sessions

14

3 today

Revenue (May)

$18,525

↑ 8% vs Apr

Completion Rate

73%

12-month rolling

Action Required

7 items

3 students missed payment deadline

Lopez, Martinez, Kim — Due May 15

View

2 evaluations need review

Week 12 assessments pending facilitator sign-off

Review

Court letter request from LA County

Requested for student #AC-6591 — progress update

Generate

2 new intake referrals from OC Probation

Received May 18 — awaiting assignment

Assign

5 attendance records need manual matching

Webinar #412 joined without Zoom SDK — auto-match unavailable

Match

Today's Sessions

10a

90 min

DV-BIP Group A — Week 12

Facilitator: Dr. Williams • 8 students

In Progress

1p

90 min

Anger Mgmt Group C — Week 6

Facilitator: T. Johnson • 10 students

Upcoming

4p

60 min

Individual — Carlos Mendez (AC-7823)

Facilitator: Dr. Williams • Makeup session

Upcoming

Student Pipeline

Referral18
Intake In Progress24
Active247
Graduated (YTD)42
Terminated11

Monthly Revenue

JanFebMarAprMay

HubSpot CRM Sync

Connected
Contacts synced19,842
Pending sync42
Last sync2 min ago
Sync errors (24h)3

AI Insights

Coming Soon
Predictive completion risk, suggested interventions & auto-summaries (AI-ready data model)