Observation2438
Top 2 clients = 65% of pipeline
HHI 2438 (moderate concentration). Losing either Levine Personal Injury Law or Morrison & Associates would materially hit revenue. Consider diversification offers.
Monday, September 7·8 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
163+29
vs. last month
Review response
92%+69pts
vs. 23% baseline
Est. pipeline
$1.78M
HHI 2438 · moderate concentration
This week
What you need to know
Signal+5.5
Westwood Family Dental is the fastest riser
GEO score up 5.5 points since onboarding — 167% relative gain. Worth a case study.
Signal$624K
Levine Personal Injury Law driving $624K pipeline
From 25 qualified+ intake leads. Their avg deal size is $22,000.
Observation+1.7
6+ month cohort outperforming newer clients by 1.7 GEO pts
Consistent with expected onboarding curve. Newer clients will catch up around month 5 based on historical cohorts.
Revenue composition
How the portfolio breaks down
Each tile = estimated pipeline per client. Top 3 drive 79%. 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 | 85 | 8.0 +5.5 | 20 +6.0 | 4.8★ +44 | $88K +19470 |
Morrison & Associates New York, NY | 88 | 9.1 +4.6 | 27 +7.0 | 4.9★ +19 | $528K +116256 |
Brooklyn Aesthetic Medspa Brooklyn, NY | 74 | 7.1 +2.7 | 22 +4.0 | 4.7★ +59 | $39K +8594 |
Chen Orthopedic Group Queens, NY | 69 | 5.9 +4.0 | 22 +3.0 | 4.6★ +34 | $143K +31490 |
Sunrise Family Dentistry Austin, TX | 73 | 6.2 +2.8 | 10 +3.0 | 4.5★ +25 | $31K +6852 |
Levine Personal Injury Law Melville, NY | 78 | 7.9 +4.6 | 28 +3.0 | 4.8★ +37 | $624K +137324 |
Manhattan Plastic Surgery New York, NY | 78 | 9.0 +3.2 | 18 -1.0 | 4.9★ +57 | $257K +56440 |
Queens Dental Partners Forest Hills, NY | 77 | 6.8 +3.6 | 16 +4.0 | 4.7★ +50 | $66K +14560 |
Correlation
GEO score vs. lead volume
Does ranking higher in AI answers drive more intake? Bubble = pipeline.
r = 0.47moderateBubble size = pipeline
Capacity
Where your time is going
Hours allocated this week by client and category. Flags any client over 25% of capacity.
58 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.
No anomalies detected this week.