Manager Daily Submissions
Finance Managers submit activity, products, checklist completion, wins, and help needed.
leaderLeader Review
Finance Leader reviews submissions, flags follow-up, and creates coaching actions.
snapshotDaily Snapshot Status
Snapshot is pending until manager submissions and deal queues are reviewed.
pendingManager Checklists Pending
Demo review queue shows who submitted and who still needs leader attention.
Total Deals
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Open Deals
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Unassigned
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Assignment Alerts
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Needs Coaching
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Average Progress
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Store / Finance Health
-Healthy
Health blends workflow progress, coaching load, and assignment risk.
Recent VIN Workflow
Latest live finance deal movement.
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Alerts Panel
What needs action before it slips.
Coaching Opportunities
Leader-marked deals requiring manager development.
Goal Progress
Demo goals calculated from current finance deals.
Funding Completion100%
Accounting Completion100%
Average Workflow100%
Funding / Accounting Status
Where money and paperwork stand right now.
Funding Submitted
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Funded
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Accounting Complete
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Accounting Incomplete
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