Reference template
Business overview
KPI-first Home for a white-label administrator.
New customers
1,088
increased by 5.7% vs previous period
FTD conversion
14.3%
increased by 2.1 pts 156 first deposits
Retention
63.1%
decreased by 1.4 pts 98 retained
Net deposits
$964k
increased by 8.2% selected period
Withdrawals
$78.4k
5 pending
Open exposure
$2.4m
118 positions
Business performance
Net deposits, first deposits, and retention
Net deposits increased 8.2 percent over the selected period. First deposits and retention were broadly stable.
Lifecycle funnel
Leads1,088
Verified612
First deposit156
Retained98
Customer health
1,284 active
312 inactive · 18 unassigned
Operational exceptions
12 require attention
4 overdue · 3 KYC · 5 withdrawals
Team efficiency
81% within SLA
9 calls today · 24 follow-ups