Genesis · Sales / Client Services
Live snapshot — Thursday, April 16, 2026 (mid-day)
Document Request Dashboard
Backlog, completions, and team performance — forged from live workbook data
Open To-Dos
—
Completed Today
—
Est. Clear — current trend
—
Key metrics
Open Backlog
2,804
▼ 78 vs. yesterday's start
Completed Today (mid-day)
144
On pace for ~288 EOD
Completed Yesterday
458
Best day of the last 3
Avg Inflow / Day · 30d
494
σ ±116; completes ≈515/day (net +21)
Largest Bucket
ADN · 1,231
44% of entire backlog
Historical trend · Jan 2024 → today
Open backlog over time — 582 daily snapshots
Backlog spiked to ~8,100 in mid-January 2026 and has been burning down steadily since. Today's 2,804 is the lowest since October 2025.
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 (backlog change + completions). High day-to-day variance; 10-day rolling avg smooths it out.
Current week & document mix
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
Backlog projection
Burn-down — through Dec 31, 2026
Business days only, starting 4/17/26. Four scenario lines with a widening confidence band around the current trend.
Scenarios
How long until the backlog clears under different inflow assumptions.
Best — inflow −20%
May 21, 2026
Clears in ~24 biz-days · net burn ≈ 120/day
Current trend (30-day)
Oct 30, 2026
Clears in ~140 biz-days · net burn ≈ 21/day
Worse — inflow +10%
~8,200 by EOY
Grows +5,318 over ~184 biz-days
Worst — inflow +20%
~17,289 by EOY
Grows +14,407 over ~184 biz-days
Baseline: last 30 business days from the full 582-day history (Jan 2024 – Apr 15, 2026). Completed 515 ± 110/day, inflow 494 ± 114/day. The shaded band reflects that variance growing with √time. The team has been burning down the backlog consistently since its Jan 2026 peak of ~8,765.
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
- Historical data: full 582-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 494 ± 114/day), giving a net clearing rate of ~21/day.
- Data cleanups: 12 days across the history showed single-day backlog swings >700 (mass deletes or 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 from their neighbors 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 on the burn-down grows with √time to reflect uncertainty.
- 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.
- ADN alone is 43% of the backlog. If ADN has a single root-cause (e.g., a specific doc the client's not producing) that's the highest-leverage fix.
- MISC and REV are not tracked as open backlog but are the largest Completed buckets — worth confirming whether those items bypass the To-Do count.
- Abbreviations (VDP, ADN, LWC) are placeholder guesses. Confirm with the CS team and I'll update labels.
- This HTML dashboard is static — re-upload a fresh workbook to regenerate, or let me know and I'll wire up a weekly refresh.
Powered by Genesis Operations