Analytics & Reports
PLATFORM PERFORMANCE · UPDATED 5 MIN AGO
Total Savings Delivered
$847K
▲ +24% vs last month
Active Clients
12
▲ +3 this month
Strategies Deployed
47
▲ +11 this month
Avg. Savings / Client
$70.6K
▲ +8% vs last month
Conversion Rate
68%
▼ -2% vs last month
Savings by Month
View Details →
Federal
Total (Fed + State)
Strategy Breakdown
47
Total
Income Shifting
16 strategies · 35%
Deductions
12 strategies · 25%
Retirement
10 strategies · 20%
Other
9 strategies · 20%
Client Performance
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| Client | Entity | Stage | Strategies | Savings | Trend | Status |
|---|---|---|---|---|---|---|
| Marcus Chen | S-Corp | M3 → M4 | 4 | $74,000 |
|
● Active |
| Sarah Williams | LLC | M5 | 6 | $128,000 |
|
● Active |
| David Park | S-Corp | M2 | — | $52,000 |
|
● Pending |
| Jennifer Torres | C-Corp | M9 | 8 | $245,000 |
|
● Renewed |
| Michael Roberts | S-Corp | M4 | 5 | $89,000 |
|
● Active |