Reports

Performance across discovery, research, and pipeline.

Demo data

Date range

Producer

Industry

Date range is illustrative on demo data.

Prospects discovered

Research completion

78%

High-fit rate

47%

Approved prospects

Outreach drafts

Meetings booked

3Estimated

Quotes started

2Estimated

Accounts won

Pipeline value

$6.3MEstimated

Prospects discovered over time

Weekly discovery volume across the last 12 weeks (simulated).

Industry performance

Prospects discovered by industry.

Geography performance

Prospects discovered by state.

Fit-score distribution

How discovered prospects score against agency appetite.

Producer activity

Prospects worked by producer.

Demo data — fictional businesses and simulated AI results shown for demonstration. Meetings, quotes, and pipeline value are estimates derived from demo pipeline stages and do not reflect real outcomes.