Demo · synthetic data

Dashboard

Firm-wide view of clients, visa risk and adviser load.

Active clients
51
52 total on file
Expiring ≤30daction
7
visas needing action
Expiring 31–90dwatch
7
plan ahead
Expiredreview
2
no current visa
Assessments
27
checker runs on file

Adviser capacity

Megan Wallace15/18 · 83% · 3 expiring
Priya Sharma11/14 · 79% · 1 expiring
Aroha Ngata11/16 · 69% · 2 expiring
James Chen8/16 · 50% · 1 expiring
Tom Wilson6/12 · 50%