New leads (this week)
17
▲ 9 captured by AI after hours
Consultations booked
12
▲ 4 vs last week
Returns in progress
34
8 awaiting docs
Revenue (MTD)
$28,450
▲ 22% vs last month
AI-Captured Leads
New inquiries the AI assistant answered and logged automatically.
| Name | Source | Service | Status |
|---|---|---|---|
| Dana Whitfield | ✦ AI Assistant 9:32 PM | LLC + back taxes | Booked |
| Marcus Treadwell | ✦ AI Assistant 7:14 AM | Business advisory | Booked |
| Renee Kim | ✦ AI Assistant Yesterday | IRS resolution | In review |
| Priya & Daniel S. | Website form Yesterday | Joint return | New |
| Carlos M. | ✦ AI Assistant 2 days ago | Bookkeeping | Booked |
Upcoming Appointments
Next consultations on the calendar.
9:30 AM
Dana Whitfield
Free consult · CPA
11:00 AM
Marcus Treadwell
Business advisory
2:15 PM
Carlos M.
Bookkeeping setup
Returns Filed
Last 4 weeks
This is a demonstration dashboard built by Velonyx Systems — sample data only. ← Back to the demo site