Operations Overview
Welcome back, Mumbi. Here's your firm snapshot.
Total AUM
KES 33.0M
Assets under management
Active Customers
4
Managed portfolios
New Leads
2
Awaiting first contact
Month Revenue
KES 350K
Fees & commissions
Upcoming Events
2
Seminars & webinars
Team Task Feed
Today's priorities
Follow up with Amina Hassan — Insurance proposal
Collet· Due: Today
Verify KYC for James Kipchumba — Land purchase
Debbie· Due: Today
Publish March seminar page on website
Alexandria· Due: Tomorrow
Generate Q4 performance reports for Catherine Wambui
Denzel· Due: Feb 14
Review and approve commission payout — KES 35,000
Mumbi· Due: Feb 15
Recent Leads
Latest inquiries
| # | Name | Status |
|---|---|---|
| 001 | Wanjiku Muthoni | New |
| 002 | Kevin Odhiambo | Contacted |
| 003 | Amina Hassan | Qualified |
| 004 | Brian Kipchoge | New |
| 005 | Grace Akinyi | Proposal |