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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
Month-to-month contact trends
Qualified
Converted
Redirected
Passed
Withdrew
Conversions — signed with Lupe
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No conversions yet
Intake pipeline
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Hours this month
+ log
—
/ 8 base
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Platform build
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Hours breakdown
—
used
Upcoming syncs
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Operations sync notes
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Monthly ops reports
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Add prospect contact
Intake pipeline — Barraza CPA
Name
Date
Service needed
Tax prep
Bookkeeping
Payroll
Tax planning
Business advisory
Other
Source
Referral
Google
Social media
Networking
Website
Other
Status
New
Contacted
Pending
Qualified
Discovery
Converted
Redirected
Passed
Withdrew
Next step
Notes
Cancel
Save contact
Contact Detail
Name
Date
Service
Tax prep
Bookkeeping
Payroll
Tax planning
Business advisory
Other
Source
Referral
Google
Social media
Networking
Website
Other
Status
New
Contacted
Pending
Qualified
Discovery
Converted
Redirected
Passed
Withdrew
Next step
Notes
Delete
Cancel
Save changes
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