Company Dashboard

JC3 Wealth Legacy Group ยท Full Client Portfolio ยท

๐Ÿ””
๐Ÿ‘ฅ
Total Clients
25
โ†‘ 4 new this month
โœ…
Active Clients
21
84% of portfolio
๐Ÿ’ต
Total Funding Secured
$1.24M
โ†‘ $168K this month
โณ
Pipeline Value
$2.87M
18 active applications
๐Ÿ“Š
Avg Credit Score
694
โ†‘ +31 pts avg improvement
๐Ÿ† Top Performers
Ranked by Total Funding Secured
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Client Portfolio
Showing all 25 clients
25 clients
# โ†• Client โ†• Status โ†• Personal Score โ†• Biz Paydex โ†• Funding Secured โ†• Pipeline โ†• Credit Available โ†• Services Actions โ†• Last Activity
๐Ÿ’ต Funding by Client (Top 10)
Secured funding across portfolio
๐Ÿ“Š Credit Score Distribution
Personal FICO ranges across clients
๐Ÿ› ๏ธ Services Breakdown
Active service enrollments