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
- Brennan Household6-Month Review · Transfer + PlanningOn TrackMedium riskSamir Patel91 · day 88
- Singh Family6-Month Review · New ClientOn TrackMedium riskJordan Ellis87 · day 85
- Brandt Trust90-Day Engagement · New ClientOn TrackMedium riskPriya Raman93 · day 55
- Lockwood Family6-Month Review · Planning-OnlyOn TrackLow riskDiana Volkov93 · day 50
- Dahl & Co.90-Day Engagement · New ClientOn TrackMedium riskPriya Raman90 · day 47
- Castellanos Family6-Month Review · New ClientOn TrackLow riskDiana Volkov95 · day 38
- Petersen Family90-Day Engagement · Transfer + PlanningOn TrackLow riskAisha Okafor97 · day 38
- Whittaker Trust90-Day Engagement · New ClientOn TrackLow riskJordan Ellis95 · day 34
- Pham Family90-Day Engagement · Transfer + PlanningOn TrackLow riskJordan Ellis87 · day 33
- Quintero & Co.90-Day Engagement · Planning-OnlyOn TrackLow riskMarcus Chen89 · day 31
- Hollander Household30-Day Activation · Transfer + PlanningOn TrackMedium riskSamir Patel83 · day 29
- Schmidt-Lee Household30-Day Activation · New ClientOn TrackMedium riskJordan Ellis89 · day 27
- Ueno & Co.6-Month Review · Planning-OnlyOn TrackLow riskEva Lindgren95 · day 22
- Dahl Trust30-Day Activation · Transfer + PlanningOn TrackLow riskSamir Patel92 · day 19
- Müller Family90-Day Engagement · New ClientOn TrackLow riskMarcus Chen91 · day 16
- Garza FamilyTransfer / Funding In Progress · Digital Low-TouchOn TrackMedium riskMarcus Chen95 · day 13
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