Monthly Client Growth

Total onboarding requests over time

450
+18.4%
320
Jan
280
Feb
350
Mar
420
Apr
380
May
450
Jun
Clients by Status

Current distribution across stages

New Requests45
28.5% of total
In Progress68
43.0% of total
Pending Review32
20.3% of total
Completed13
8.2% of total
Active Client Onboarding
5 Active
Client NameStatusLast ActivityOutstanding DocsAssigned ToActions
Tech Innovators Ltd
25%
Pending1 day ago7 docs
MCMike Chen
Quantum Systems
45%
In Progress5 hours ago4 docs
SJSarah Johnson
Acme Corporation
60%
In Progress2 hours ago3 docs
SJSarah Johnson
Global Solutions Inc
80%
In Progress3 hours ago2 docs
EDEmma Davis
Sunrise Ventures
95%
In Review30 min ago1 docs
JWJames Wilson
Your Workflow