For firm leadership

See what is happening behind the production.

Explore an illustrative firm-level operating view across teams and advisor practices — connecting activity, pipeline, conversion and production.

Request a leadership walkthrough The platform

Illustrative operating model · invented data8 weeks

Sample firm · 3 teams · 19 advisorsSelect a team

In scope

Every team, every practice

Activity▲ 1% vs prior 4 wks24,135 dials

Meetings kept▲ 2% vs prior 4 wks1,421

Opportunities▼ 3% vs prior 4 wks433

Pipelineopen cases$960,500

Submitted62% of pipeline$594,000

Production54% of submitted paid$321,500

Conversion▼ 1.5 pts mtg → opp30.5%

Move from the aggregate to the underlying practice without leaving the operating record.

01 · Production is the result

See what happened before the result.

A production report tells leadership the outcome. TheGonch connects that outcome to the operating information upstream of it.

24,135

Activity

40%

32%

28%

1,421

Meetings

40%

33%

27%

5.9% booked

433

Opportunities

39%

28%

33%

30.5% conversion

$960,500

Pipeline

25%

34%

40%

$2,218 per case

$321,500

Production

25%

34%

41%

33% of pipeline paid

Growth Team creates 25% of new pipeline from NaN% of firm activity. Pipeline is concentrated in one team.

GrowthCoastalMetro

02 · Compare the organization

Different operating patterns, not a leaderboard.

This illustration compares each team with the firm median on the same operating measures. The point is not who ranks first. It is understanding how each part of the organization builds business.

TeamActivity / advisor / wkfirm 159Meetings kept ratefirm 5.9%Mtg → opp conversionfirm 29%Proposal → submittedfirm 12 daysOperating pattern

Growth Team7 advisors · Rosa Vance174+9%5.9%+0%29%+0%12 days+0%High activity, healthy conversion, production concentrated in three practices.

Coastal Team6 advisors · Jordan Marsh159+0%6.0%+2%26%−9%19 days+55%Strong pipeline, slow progression from proposal to submitted business.

Metro Team6 advisors · Dev Kaplan141−11%5.7%−4%38%+29%9 days−26%Lower activity, strong conversion, momentum softening over the last four weeks.

Bars show deviation from the firm median · centre tick = firmInvented data · 8 weeks

03 · From firm signal to management action

A firm-level signal, resolved to a specific operating pattern.

Executive visibility is only useful when it becomes management context. The same record that shows the firm signal contains the practice it comes from.

1 · Firm signal

Meetings → opportunities

29.7%▼ 1.5 pts

Firm-wide conversion over the last four weeks against the four before. Meeting volume is flat.

2 · Affected team

Growth Team▼ 0.7 pts

Coastal Team▼ 2.6 pts

Metro Team▼ 0.9 pts

The decline is concentrated in one team. The other two are flat or improving.

3 · Advisor practices

Mateo Reyes▼ 12.8 pts

June Halloran▼ 16.2 pts

Ari Feldman▲ 7.1 pts

Rae Cho▲ 1.2 pts

Lucas Duarte▲ 2.8 pts

Noor Iqbal▲ 3.4 pts

Two of six practices account for the team’s change.

4 · Operating pattern

Mateo Reyes · Coastal Team

Dials / wk168 · steady

Meetings kept / wk10.3 · steady

Opportunities / wk2.8 → 1.3

Meetings are occurring. Cases are not opening. First-appointment structure is the coaching context — and it now belongs to the manager.

Firm signal → affected team → advisor practices → operating pattern

04 · One consistent operating dataset

One organization. One operating picture.

Advisor activity can be read at team level. A firm-wide total must count each advisor once, including advisors who belong to more than one team. The illustrated teams have distinct rosters.

Firm3,015Growth Team · 1,221Coastal Team · 984Metro Team · 810Manager-level activity aggregates into firm visibility.

Growth Team1,2217 advisors · Dana Whitfield highlighted · Osei, Adeyemi, Lindqvist, Ortiz, Nakamura, BrandtAdvisor activity feeds manager oversight.

Dana Whitfield249249 dials, as logged by the advisor · 8.3% of the firm’s weekProduction connects back to the operating history upstream.

Dials this week · each bar is drawn to scale inside the one above itSample firm

Explore the firm-level operating model.

A working session with your firm’s teams, roles and reporting lines mapped onto the operating record.

Request a leadership walkthrough For managers