First-Year Program
Operational view of every client in their first 12 months — from Signed through 12-Month Review.
Active journeys
100
post-signed
On track
63
At risk
21
Off track
16
Avg signed→funded
21d
target 18d
Touchpoint on-time
97%
30-day activation
100%
first plan delivered
90-day engagement
88%
12-mo review completed
50%
Avg experience score
76
/100
Wealth Ops Analyst — First-Year Brief
Summarize program health, highlight risks, and propose this week's priorities.
Stage distribution
Click a bar to filter the recover list
Stage aging vs SLA
Click a stage to triage households drifting from SLA
Experience score distribution
Click a bucket to drill into those households
Time-to-funding trend
Signed → funded, trailing 6 months
Milestone completion vs overdue
Monthly throughput
- Caldera Household90-Day Engagement · Digital Low-TouchOff TrackHigh riskAisha Okafor38 · day 94
- Bauer-Holm Household90-Day Engagement · Planning-OnlyOff TrackHigh riskSamir Patel44 · day 91
- Lockwood Trust90-Day Engagement · Transfer + PlanningOff TrackHigh riskDiana Volkov48 · day 88
- Brandt & Co.90-Day Engagement · Planning-OnlyOff TrackHigh riskSamir Patel73 · day 19
- Albrecht FamilyKYC / Account Setup · New ClientOff TrackHigh riskLiam O'Brien41 · day 10
- Xiang HouseholdKYC / Account Setup · New ClientOff TrackHigh riskJordan Ellis73 · day 6
- Novak TrustKYC / Account Setup · Transfer + PlanningOff TrackHigh riskEva Lindgren75 · day 6
- Bauer HouseholdOnboarding Started · Planning-OnlyOff TrackHigh riskJordan Ellis51 · day 5
- Tanaka FamilyFunded · Digital Low-TouchOff TrackHigh riskJordan Ellis41 · day 5
- Falk HouseholdFunded · Transfer + PlanningOff TrackHigh riskSamir Patel45 · day 5
- Eldridge HouseholdFunded · Planning-OnlyOff TrackHigh riskAisha Okafor45 · day 5
- Nakamura HouseholdSigned · New ClientOff TrackHigh riskSamir Patel40 · day 3
- Falk HouseholdSigned · Transfer + PlanningOff TrackHigh riskJordan Ellis40 · day 3
- Engel TrustSigned · New ClientOff TrackHigh riskSamir Patel45 · day 3
- Ueno & Co.Signed · Digital Low-TouchOff TrackHigh riskMarcus Chen38 · day 3
- Mendoza FamilyOnboarding Started · New ClientOff TrackHigh riskEva Lindgren71 · day 1
Open exceptions
View all →Mediummissing documents
Reyes Trust · owner: Marcus Trent · opened 2d ago
due 2026-05-13
Mediummissing documents
Bauer Household · owner: Marcus Trent · opened 14d ago
due 2026-05-06
Mediummissing documents
Bauer Household · owner: Marcus Trent · opened 11d ago
due 2026-05-04
Criticalfailed funding
Tanaka Family · owner: Jordan Ellis · opened 11d ago
due 2026-05-04
Highmissing documents
Tanaka Family · owner: Jordan Ellis · opened 12d ago
due 2026-05-09
Highmissing documents
Nakamura Household · owner: Samir Patel · opened 15d ago
due 2026-05-05