PETRE11I — Internal Operations Portal

📊 Reporting & Analytics

Retain Overview

Lead & retain intelligence dashboard

Leads → consults → retained funnel

Attorney billed hours & utilization rates

Petrelli Previtera firm metrics

Pre-filing clients who got decrees

Revenue vs Goal

Billed & collected vs $20M goal

Matter Lifecycle

Days to close by type & attorney

HTM revenue, goals, cash flow & business plan

State Performance

Revenue, retains & caseload by state

Intake lag vs conversion by lead source

Leads → consults → retained funnel

Consult-to-retain conversion timing

Intake QA Manager

Sortable call quality scores for all 4 specialists

Lead intake quality & audit log

CEA Leaderboard

Dragon rankings + smart routing

🐉 CEA/CES Dragons

CEA/CES Dragons Dashboard

Performance, leaderboards, commissions & bonuses

Dragon Commission Detail

Every retain · every payment · who got paid what & when

CEA/CES Commissions

Real-time commission & bonus tracker

🏢 Organization

EOS Vision/Traction Organizer

Petrelli Previtera org chart

Done Right org chart & structure

🤖 Agent Info

Mission Control

Firm-wide ops dashboard

Internal communications log