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Guadalupe Barraza CPA LLC — Operations Dashboard
Prism Project Solutions · Convergence Path LLC
Live · Real-time data
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MAY 2026 · MONTH TO DATE
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Total inquiries
—
this month
Qualified
—
advanced to discovery
Redirected
—
not a fit
Pending
—
awaiting response
Intake pipeline
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Hours this month
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—
/ 12 cap
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Platform build
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Hours breakdown
—
used
Upcoming syncs
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Inquiry volume · last 7 days
Monthly ops reports
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Operations sync notes
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Month-to-month contact trends
Total
Qualified
Redirected
Pending
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
Qualified
Maybe
Pending
Redirected
Next step
Notes
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Save contact
Log hours entry
Hours worked this month
Date
Hours
Description
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Log entry
Add platform milestone
Phase 2 build tracker
Milestone title
Status
Pending
In progress
Complete
Target date
Notes
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Save milestone
Add upcoming sync
Scheduled meetings and check-ins
Date
Title
Notes (optional)
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Save sync
Post monthly ops report
Monthly operations summary
Month
Contacts
Qualified
Summary
Attach PDF (optional)
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or click to browse
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Post report
Add operations sync note
Record of sync meeting with Lupe
Sync date
Title
Attendees
Discussion points
Action items
Next sync
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or click to browse
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Save note