Six reports, not a report builder

The Reports & Leaderboard page (Practice Management → Reports & Leaderboard) is deliberately six fixed templates rather than a drag-and-drop builder — real answers to the questions a practice actually asks, without the cost or learning curve of a general BI tool:

• Pipeline by stage — how many applications, and how much requested volume, sits at each stage right now.
• Lead source ROI — which lead sources are actually converting.
• Settlement trend — settled volume and count over time.
• Broker performance — how each broker is tracking.
• Commission summary — commission received over the reporting window.
• Compliance completeness — how complete your compliance checklists are across the pipeline.

Pick a template, choose how many months of history to include, and export to CSV — every report is downloadable, not locked to on-screen viewing.

The leaderboard

Rank the team by settled volume, settled count, conversion rate, or commission received. Useful for a team stand-up without building a spreadsheet from scratch each time.