Observation2468
Top 2 clients = 61% of pipeline
HHI 2468 (moderate concentration). Losing either Levine Personal Injury Law or Morrison & Associates would materially hit revenue. Consider diversification offers.
Thursday, October 22·8 active engagements
Portfolio cockpit.
Daily signal across every retainer — health, revenue, pipeline, and the quiet things worth paying attention to before the week unspools.
Active clients
8
retainer engagements
AI intake leads
193+47
vs. last month
Review response
92%+69pts
vs. 23% baseline
Est. pipeline
$2.09M
HHI 2468 · moderate concentration
This week
What you need to know
Watch64
1 client flagged for attention
Sunrise Family Dentistry (64/100). Schedule check-ins this week.
Signal+5.6
Westwood Family Dental is the fastest riser
GEO score up 5.6 points since onboarding — 167% relative gain. Worth a case study.
Signal$674K
Levine Personal Injury Law driving $674K pipeline
From 24 qualified+ intake leads. Their avg deal size is $22,000.
Revenue composition
How the portfolio breaks down
Each tile = estimated pipeline per client. Top 3 drive 84%. Click to drill in · ⌥-click to filter.
Health dimensions
Five axes of client health
Composite scoring across GEO, reviews, leads, pipeline, retention. Dashed = portfolio average.
Small multiples
Every client, every metric
At-a-glance trajectory across the portfolio. Click a client logo to pin the filter.
| Client | Health | GEO score | Leads / mo | Reviews | Pipeline |
|---|---|---|---|---|---|
Westwood Family Dental Brookline, MA | 71 | 8.0 +5.6 | 16 -2.0 | 4.8★ +41 | $58K +12650 |
Morrison & Associates New York, NY | 91 | 8.8 +3.9 | 38 +15 | 4.9★ +21 | $604K +132979 |
Brooklyn Aesthetic Medspa Brooklyn, NY | 72 | 6.9 +2.8 | 28 +3.0 | 4.7★ +61 | $57K +12524 |
Chen Orthopedic Group Queens, NY | 65 | 6.0 +4.5 | 19 0.0 | 4.6★ +30 | $122K +26899 |
Sunrise Family Dentistry Austin, TX | 64 | 5.8 +2.7 | 11 +1.0 | 4.5★ +28 | $29K +6307 |
Levine Personal Injury Law Melville, NY | 88 | 7.8 +3.6 | 31 +15 | 4.8★ +38 | $674K +148245 |
Manhattan Plastic Surgery New York, NY | 91 | 8.8 +2.7 | 26 +12 | 4.9★ +43 | $479K +105349 |
Queens Dental Partners Forest Hills, NY | 73 | 7.0 +3.6 | 24 +3.0 | 4.7★ +44 | $65K +14224 |
Correlation
GEO score vs. lead volume
Does ranking higher in AI answers drive more intake? Bubble = pipeline.
r = 0.66strong positiveBubble size = pipeline
Capacity
Where your time is going
Hours allocated this week by client and category. Flags any client over 25% of capacity.
57 hrs allocated this week · 1.4 FTE-equivClick a bar to open client
Activity
Last 12 weeks at a glance
Aggregate reviews and leads captured by day. Weekends are naturally quiet; mid-week dips warrant a look.
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Anomalies
What looks off
Auto-flagged spikes and dips across weekly time series.