S2S — Staff Dashboard

Payment Migration

14,238/20K

71% moved off Authorize.net

Active Clients

247

↑ 12 this month

Pending Intake

5 overdue

This Week's Sessions

3 today

Revenue (May)

$18,525

↑ 8% vs Apr

Completion Rate

73%

12-month rolling

Lane A → Lane B ready

Lane A clients past the promotion threshold

⚡ Threshold pending S2S

Review & promote to Lane B

Uncovered classes (start of week)

Classes this week still need a sub to sign up

Action needed

Open Sub-Coverage tab

Task Queue

7 open

Follow up: 3 clients missed payment deadline

View

Lopez, Martinez, Kim

Due May 15 (overdue) TJT. Johnson 9:00 AM

Call M. Lopez — payment plan offered Email A. Martinez invoice reminder Flag D. Kim for tier-fee review

Review 2 evaluations pending sign-off

Review

Week 12 assessments — facilitator sign-off

Due May 20 DWDr. Williams

Generate court letter — LA County request

Generate

Client #AC-6591 — progress update

Due today TJT. Johnson 2:00 PM

Assign 2 new intake referrals — OC Probation

Assign

Received May 18 — awaiting assignment

Due May 21

Manually match 5 attendance records

Match

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

Due May 20 TJT. Johnson

Today's Sessions

10a

90 min

DV-BIP Group A — Week 12

Facilitator: Dr. Williams • 8 clients

In Progress

90 min

Anger Mgmt Group C — Week 6

Facilitator: T. Johnson • 10 clients

Upcoming

60 min

Individual — Carlos Mendez (AC-7823)

Facilitator: Dr. Williams • Makeup session

Upcoming

Client 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

Manage migration

Flake-Risk & Early Intervention

3 to intervene

Lane

Surface at risk ≥

RED — intervene now

10 /10

Marcus Lopez (AC-6591)

Lane B

Missed last 2 sessions • payment lapsed • no login 11 days • DV-BIP Group A, Wed 10a

9 /10

Brittany Cole (AC-7012)

Lane A

No-show 3 of last 4 • unreturned outreach (2 attempts) • Anger Management

AMBER — proactive nudge

8 /10

Dana Kim (AC-7104)

Lane C

Late to 3 of last 4 • homework overdue • Parenting / Anger Mgmt Group C, Mon 1p

7 /10

Andre Martinez (AC-6877)

Lane A

Payment lapsed • no login 9 days • DV 52-week

WATCH — monitor only

4 /10

Priya Nair (AC-7240)

Lane B

One recent late arrival • otherwise on track • below threshold

Monitoring

⚡ Pending S2S — at-risk scoring rules: input features (attendance, payment, login recency, homework, prior no-shows, outreach response) + weights, x/10 calibration, score→tier cutoffs (RED / AMBER / WATCH), lane-specific thresholds (A/B/C) & refresh cadence. Scores and tier assignments shown are mock.

Quick Actions

New Client Intake Schedule Webinar Generate Court Letter Export Reports

⚡ Operational metrics — pending master metrics list (Michael)

Daily operational metrics requested in Round 1. These are blocked on Michael's master metrics list — exact definitions, time windows, and computation are intentionally not assumed. Listed by name as disabled rows until the canonical list is confirmed; no values are shown.

Signups / day

Intake · requested by Perla

⚡ Pending

Referrals processed / day

Intake · requested by Perla

⚡ Pending

VIMs scheduled / day

Intake · requested by Perla

⚡ Pending

Intake fees collected / day

Intake · requested by Perla

⚡ Pending

Enrollments / day

Intake · requested by Perla

⚡ Pending

Big20 fill tracker

Facilitation · requested by Nichole

⚡ Pending