Workspace CRM Intelligence
Run ID: 20260206_1204

Cohort Lifecycle Flow (Annotated)

flowchart LR R[REGISTERED] -- "4%" --> A[ACCEPTED] A -- "70%" --> P[PAID] P --> E[ENROLLED] A -- "Rule REV_001" --> Q[ACTION QUEUE] Q -- "Recovery" --> P style Q fill:#fee2e2,stroke:#ef4444

Daily Trend: Accepted vs Paid

Top Revenue Risk Worklist (REV_001)

ID Person Program Tier Due Date Amount Action

Person 360°