Manager
90-day visibility across pipeline, P&L, and forecast.
Income target
Funnel reverse-calc
Revenue per funded loan
$9k
Leads needed
4712.1 / day
Apps needed
1653.7 / week
Funded loans needed
917.5 / month
Income
$787kgoal
YTD pace check
Funded YTD
0
Revenue YTD
$0
Expected by today
$655k
Behind by
$655k
YTD progress0.0% of $787k
Scenario — add Kathy Hoffman
Ramp = Kathy's volume as a multiple of your current monthly run-rate. After month 4 she holds 2.5x.
12-month cumulative revenue
Solo: $0
+ Kathy: $0
Goal: $787k
Now3mo6mo9mo12mo
Solo 12mo
$0
With Kathy
$0
Gap to goal
$787k
Beta-test plan
1
Backtest the funnel (1 hr)
Run the model against your last 6 months of funded data. If predicted revenue is within 10% of actual, trust it. If not, your Lead→App or App→Fund % is wrong — adjust above.
2
Shadow mode (2 weeks)
Each Friday, write down what this page predicts for next week's funded count + revenue. Compare Monday. Track prediction error before acting on it.
3
Kathy A/B (months 1–4)
Tag her files in the owner field. Compare her actual ramp to 0.3x → 0.8x → 1.6x → 2.5x. Adjust the multipliers from real data by month 2 — month 4's number is a guess until then.
4
Weekly check-in
Hit 2.1 leads/day and 3.7 apps/week. If you miss 2 weeks in a row, the funnel breaks before the year does.