Genesis
Live snapshot — Thursday, April 16, 2026 (mid-day)
Client Success Dashboard
Backlog, completions, and team performance — forged from live workbook data
Open To-Dos
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Completed Today
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Above 1,000 target
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Refresh with the latest workbook
Drop Client Filter.xlsx (aging worklist) or Service Legal Sales.xlsx (team metrics). Dashboard auto-detects which file. Parsing happens in your browser; debtor names are stripped on load.
Focus view
Today's plan of attack
Upload Client Filter.xlsx using the Upload .xlsx button above. Debtor names are stripped on load; nothing is sent to a server.
No client filter data loaded yet
Download the latest Client Filter.xlsx from SharePoint and drop it on the Upload .xlsx button at the top. The dashboard auto-detects which file you uploaded.
Key metrics
Open Backlog
2,882
Steady-state target: 1,000
Above Target
+1,882
~85 biz-days to 1,000 at current pace
This Week Completed
2,330
5 biz-days · ~466/day average
Net Clearing
+22/day
30-day avg · completes 515 − inflow 493
Phantom Work (MISC + REV)
806
Completed this week · no matching To-Do
Today's activity · performance & trends
How each contributor is tracking — —
Today's output shown alongside each person's 60-day average and long-term baseline. No ranking — just where each person is relative to their own history.
Current week · 4/13 — 4/15
Open backlog — daily movement
Start-of-day count across the last 3 working days. Trend is slightly down.
Inflow vs. Completed
How fast items arrive vs. how fast they're cleared.
Document type mix — today's backlog
Where the volume lives. ADN, WFC and COM dominate.
Team performance
Daily output by contributor
Completions per person, Tue/Wed/Thu. Thursday is mid-day.
3-day leaderboard
Sum of items completed, ranked.
Individual contributors
Monthly activity · every contributor
Full-month output — last 12 months
Total items completed per person, month by month. Blank cells mean that person wasn't on the team yet. Use this to see seasonality, ramp-up, and month-over-month volume for everyone currently on the team.
Best day of week · team + individual
Team average by weekday
Average items completed per person per active day, across the full history. Higher bar = more productive day.
Per-person peak weekday
Which day each contributor hits their stride. Gold = their personal peak.
Ways to improve · team + individuals
Team-wide plays
Patterns visible across the whole history — things that would lift the team's average.
Individual coaching
Each person has a different lever. These are data-driven nudges per contributor.
Quarterly view · last 65 business days
Backlog — last quarter
Peak 8,765 on 1/8/26 → today's 2,882. Net burn of 5,883 over the last 65 biz-days (~90/day gross).
Completed by bucket — last quarter
All 9 buckets including MISC and REV (phantom work — cleared items with no matching To-Do).
Historical trend · Jan 2024 → today
Open backlog over time — 583 daily snapshots
Floor was ~900 in fall 2024; peak 8,765 on 1/8/26. Steady-state target of 1,000 marked in gold.
Daily completions — last 90 days
Raw daily completions plus a 10-day rolling average. Recent 30-day mean is 515 ± 110.
Daily inflow — last 90 days
Items arriving per day. 30-day mean is 493 ± 114 — essentially matching completions.
Backlog projection · target 1,000
Backlog burn-down — target 1,000 by when?
Business days only, starting 4/17/26. Four scenarios against a 1,000-item steady-state floor (gold line), with a widening confidence band around the current trend.
Scenarios to reach 1,000
When the backlog hits the 1,000 steady-state floor under different inflow assumptions.
Best — inflow −20%
May 7, 2026
~15 biz-days · net burn ≈ 120/day
Current trend (30-day)
Aug 14, 2026
~85 biz-days · net burn ≈ 22/day
Worse — inflow +10%
Won’t reach 1,000 in 2026
Net +27/day — backlog grows to ~7,800 by EOY
Worst — inflow +20%
Won’t reach 1,000 in 2026
Net +76/day — backlog grows to ~16,900 by EOY
Baseline: last 30 business days from the full 583-day history (Jan 2024 – Apr 15, 2026). Completed 515 ± 110/day, inflow 493 ± 114/day. The shaded band reflects that variance growing with √time. Steady-state target of 1,000 reflects the reality that inflow never drops to zero — new requests are constant.
Per-person projection
Expected throughput per contributor — weekly & through EOY 2026
Based on the two full days in our sample (Tue + Wed). EOY estimate multiplies the full-day avg across the ~184 business days remaining in 2026.
Caveats & next steps
Read this before you share the dashboard
- Target = 1,000, not zero: new requests never stop, so the backlog can’t clear to zero. 1,000 is the realistic steady-state floor — that’s the reference line everywhere on this dashboard. Today’s 2,882 is +1,882 above target.
- Historical data: full 583-day extract from the uploaded workbook (Jan 2, 2024 → Apr 15, 2026). Rate baseline is the last 30 business days (Completed 515 ± 110/day, Inflow 493 ± 114/day), giving a net clearing rate of ~22/day.
- Phantom Work (MISC + REV): these two buckets rarely have a To-Do count in the source sheet but together were the largest Completed buckets last quarter (10,088 MISC + 1,555 REV). The “Phantom Work” KPI and the quarterly bucket chart surface them so they stop hiding. Confirm with CS whether they bypass the To-Do workflow intentionally.
- Data cleanups: 12 days across the history showed single-day backlog swings >700 (mass deletes/re-imports in the source sheet, e.g. 3/22/24, 6/9-11/25, 8/1/25, 12/9-12/25, 1/28-29/26). Those points were linearly interpolated so they don’t distort the trend line. Raw values are preserved in the source .xlsx.
- Projection horizon: through Dec 31, 2026 (~184 business days). The shaded band grows with √time to reflect uncertainty. At the current +22/day net burn, we hit 1,000 around mid-August 2026.
- Today (4/16): in progress — not yet snapshotted in the workbook. The “current week” charts use the last 3 full business days (Mon 4/13 – Wed 4/15).
- Alec shows 0 on 4/14 but 75 on 4/15; Stacy was OUT on Tuesday. “No activity” flags need CS-lead context before acting.
- MISC is the biggest Completed bucket; ADN is the biggest open bucket. If ADN has a single root-cause (e.g., a specific doc the client isn’t producing) that’s the highest-leverage fix for getting to 1,000.
- Abbreviations (VDP, ADN, LWC) are placeholder guesses. Confirm with the CS team and I’ll update labels.
- This HTML dashboard is static — drop the latest workbook into the Upload button at the top of the page to refresh, and everything re-renders in-browser.
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Built by Josh Guerrero