Board-ready reporting
ROI Reporting
Summarize banker activity, pipeline value, deposits, product mix, county coverage, competitor displacement, and cost per qualified lead.
Calls made
0
CRM activity and call logs
Converted
3
Opened account outcomes
Estimated deposits
$705,000
Pipeline plus won accounts
Cost / qualified lead
Pending
Subscription cost benchmark
Feedback score
55/100
0% contacted-to-opened signal
Executive ROI Summary
Actual deposits
$610,000
CRM marked opened with deposit amount
Estimated-only deposits
$95,000
Actual deposit outcomes included
Estimated annual NII
$37,460
Uses a 3.2% planning spread
Displacement rate
0%
0 leads with likely competitor/lender context
Board Talking Points
Confidence
High: actual deposit outcomes are logged.
10.4x estimated annual NII to subscription cost.
0 qualified leads are in the active pipeline, with 0 contacted and 3 opened outcomes.
actual and estimated deposits total $705,000; estimated annual net interest income is $37,460.
0 leads (0%) carry competitor or lender context for displacement plays.
Account-Opened Attribution
3 accounts opened in the last 30 days, with $705,000 in attributed deposits and $37,460 in modeled annual value. 2 opened outcomes were tied directly to the core banking account-opened webhook.
Core webhook wins
2
67% of opened outcomes
Actual dollar coverage
87%
$610,000 actual balances
Treasury products sold
2
Fee-income attribution
Loans originated
1
Loan-product attribution
Source-To-Revenue Proof
5 leads contacted; 3 meetings or proposals booked.
3 opened relationships; 67% tied to account-opened webhook notes.
87% of deposit dollars are actual balances; the remainder is clearly labeled estimated until the core posts actual amounts.
2 treasury products sold and 1 loan relationship originated.
Conversion Funnel
Qualified leads0
Active CRM pipeline
Contacted0
Logged call or relationship activity
Opened0
Opened-account outcomes
Lost / not relevant0
Negative feedback for scoring
Pipeline Value
$705,000
0 qualified leads in the active pipeline.
Product Mix
Product mix appears after leads enter the pipeline.
Competitor Displacement
0
High-priority opportunities with likely competitive or lender context.
Board ROI Snapshot
Pipeline leads0
Contacted0
Opened accounts0
Conversion rate0%
Estimated annual NII$37,460
Feedback Learning Loop
No bad-number pattern is visible yet.
Not-relevant outcomes are low enough to keep current scoring stable.
Opened-account outcomes have not accumulated yet; keep collecting banker feedback.
Actual deposit fields are still sparse, so ROI should remain estimate-forward.
Board Risks To Watch
Contact quality feedback is not yet a major ROI drag.
Actual deposit balances are available for board reporting.
No contacted activity logged yet; adoption is the next proof point.
Next Executive Actions
Review conversion by source and product to identify the strongest next territory push.
Use actual deposit outcomes to tune scoring and budget justification.
Keep UCC, SBA, and mortgage lender matching active to find displacement opportunities.
County Coverage
County coverage appears after production leads are visible.