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Guadalupe Barraza CPA LLC — Operations Dashboard
Prism Project Solutions · Convergence Path LLC
Live · Real-time
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MAY 2026 · MONTH TO DATE
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Pipeline Funnel
Total inquiries
—
this month
Right-fit
—
total contacts
—
confirmed fit
—
not a fit
—
uncertain
—
pending review
—
non-prospects
Month-to-month contact trends
Qualified
Converted
Redirected
Passed
Withdrew
Conversions — signed with Lupe
+ add
No conversions yet
Intake pipeline
+ add (opens Intake)
Hours this month
+ log
—
/ 8 base
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Platform build
+ add
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Hours breakdown
—
used
Upcoming syncs
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Upsell opportunities — existing clients
+ add (opens Intake)
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Operations sync notes
+ add note
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Monthly ops reports
+ post
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Contact Detail
Service
Tax prep
Bookkeeping
Payroll
Tax planning
Business advisory
Entity structuring
Audit / assurance
Full service package
Other
Source
Referral
Google
Social media
Networking
Website
Other
Status
New
Not reachable
Went with another firm
Contacted
Pending
Qualified
Discovery
Converted
Redirected
Passed
Withdrew
Identified
Discussed
Proposal sent
Won
Lost
On hold
Next step
CIC fit assessment
Pending
✅ Likely fit
⚠️ Uncertain
❌ Not a fit
n/a
Lupe confirmation
Pending review
✅ Confirmed fit
❌ Not a fit
n/a
Notes
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Hours Summary
Date
Category / Task Description
Hours
Total
Close
Log hours entry
Hours worked this month
Date
Hours
Category
Select category…
Client intake
Workflow documentation
Operations sync
Platform build
Administrative
Strategic advisory
Reporting
Other
Task description
Notes
(optional)
Cancel
Log entry
Add platform milestone
Phase 2 build tracker
Milestone title
Status
Pending
Not Started
In progress
Complete
Target date
Notes
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Save milestone
Add upcoming sync
Scheduled meetings and check-ins
Date
Title
Notes (optional)
Cancel
Save sync
Post monthly ops report
Monthly operations summary
Month
Contacts
Qualified
Summary
Attach PDF (optional)
Choose file
or click to browse
Cancel
Post report
Add operations sync note
Record of sync meeting with Lupe
Sync date
Title
Attendees
Discussion points
Action items
Next sync
Attach PDF (optional)
Choose file
or click to browse
Cancel
Save note
Record conversion
Prospect signed with Guadalupe Barraza CPA
Client name
Date signed
Service / engagement
Select…
Tax prep
Bookkeeping
Payroll
Tax planning
Business advisory
Full service package
Other
Est. annual value ($)
Notes (optional)
Cancel
Record conversion
Upsell opportunity
Service being pitched
Select…
Bookkeeping
Payroll
Tax planning
Business advisory
Entity structuring
Audit / assurance
Full service package
Other — fill in
Specify service
Raised by
Lupe
Intake
Other — fill in
Specify who
Strategic initiative / campaign
Est. value ($)
Status
Identified
Discussed
Proposal sent
Won
Lost
On hold
Follow-up date
Notes
Delete
Cancel
Save changes