Leafly
← Back to Avery's prototype
Portfolio view · 12 clients

Casey's three dashboards — same minute, three altitudes.

Lion Snacks ticks to 100% and the activity feed logs Avery and Maya — no email.
leafly.app/close
May · 11 business days to close

Close Dashboard

On-track to close
9/ 12
+4 vs last month
Auto-handled · May
237/ 248
96% — +26 pts since rollout
Owner-reply backlog
94pending
2 owners flagged
Avg time-to-confirm
42sec
−4m 18s vs email loop
Categorization rate
Last 9 months · portfolio avg
62% → 96%
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
96%
May
Rollout shipped Feb — the curve sells itself.
Auto-handled · daily volume
Charges resolved without human touch · 14 days
+74% MoM
2 wks agotoday251121
AI auto Owner replypeak 251 · today 248
12 closes · this month
Sorted by risk
ClientProgressAutoStatusOpen
Lion Snacks Inc.Just closed
100%
96%
Closed
—
Hawk Bicycles
94%
91%
On track
3
Mira Coffee Co.
100%
97%
Closed
—
Bridge Capital
89%
86%
On track
7
Field & Form
97%
93%
On track
2
Marigold Studio
41%
38%
At risk
22
Pico Roasters
28%
24%
Blocked
31
Hollow Mtn Co.
100%
95%
Closed
—
Bayside Yoga
78%
81%
On track
6
Trellis Floral
100%
94%
Closed
—
Indigo Press
65%
72%
On track
9
Quartz Brewing
52%
49%
At risk
14
Recent activity
Live
  • Avery · Lion Snacks
    Confirmed Amazon $524 as Props & Set
    2 min ago
  • Maya · Lion Snacks
    Uploaded receipt for PayPal $1,850 (N. Reyes)
    8 min ago
  • Avery · Lion Snacks
    Delegated PayPal $1,850 → Maya via SMS
    14 min ago
  • Leafly AI
    Auto-categorized 18 charges for Hollow Mtn Co.
    1h ago
  • Casey · You
    Approved Bridge Capital monthly close
    2h ago
  • Leafly AI
    Escalated Pico Roasters · 3 owner-replies stalled
    3h ago
0 emails sent this month — every reply happened in-app.

Clients sort by close-risk, not alphabet. The KPI strip frames the month: how many clients are on track, how much Leafly auto-handled (237 of 248 this month), and how many owner replies are still outstanding.