WTG Internal Reports

Analytics & data exports — updated as changes are made

Pipeline Reports

📈

Weekly Pipeline Dashboard

Live pipeline health, referral velocity, and stage-by-stage conversion. Updated weekly.

Weekly
⏱️

Deal Won Time Dashboard

Time-to-close metrics for won deals. Track deal velocity by stage, source, and insurance type.

Won Deals
🔍

Slowdown Analysis

Deep dive into pipeline bottlenecks and stalled deals. Week of May 4, 2026.

May 4, 2026

Referral Reports

📊

Dental & Ortho Referrals

All deals — April 2025 to March 2026. Filters by insurance type, referral source, and status.

Apr 2025 – Mar 2026
✅

Won Referrals Only

Closed/won deals subset. Same date range, filtered to converted referrals.

Won Deals

Mapping & Review Tools

🗂️

PPO Mapping Review

Pipedrive → HubSpot insurance plan reconciliation. Fuzzy-match scoring with manual override and JSON export.

Interactive Tool