Pipeline Report — Broker Management

% reaching each stage

Of every broker that has entered the pipeline, how far it got

Count by stage

Count by location

Value by stage

Expected MDAT. Trucks, not dollars.

Days in stage vs. target

Median days in each stage today, against the configured target

Aging & at risk

The longest-waiting brokers in the pipeline right now

Process health

Onboarding process status across the pipeline

Task bottleneck

Open tasks by status, and Waived broken out by task name

Task cycle time

Median days from start to completion, slowest task names first

Approvals health

Every open and resolved approval request, scoped to the geography above

Contractor list turnaround

Sent → submitted, scoped to the geography above

Credit application capture

Sent Broker Credit Application tasks with a captured submission

Rep scorecard

One row per account owner, scoped to the geography above

Field completeness

Present-rate for every field this report slices by

Coverage gaps

Every broker missing at least one field, worst first

Trends: delayed for data reasons, not effort

Monthly stage entries, cohort outcomes, and stage cycle time vs target.

The stage history behind this only covers a couple of months, and most of it was bulk-seeded when the pipeline launched. Dozens of brokers share the same start date, and many open and close on the same day. A 12-month chart built on that would look like a real trend, but most of it would be empty columns. This tab will return once there are roughly six months of genuine stage changes to chart.