Loading assisted filing funnel...

Last updated: -

Summaries Sent

-

Approved

-

Filing Attempted

-

Filed Successfully

-

Escalated

-

Assisted Filing Funnel

Track assisted users from summary approval to filing completion

Approval Rate

-%

Summaries → Approved

Filing Attempt Rate

-%

Approved → Attempted

Filing Success Rate

-%

Attempted → Filed

Escalation Rate

-%

Total Escalations

Individual User Journeys

Customer Name Plan Type Summary Sent Status Escalation Reason Tax Regime Time to Approval Total Time Actions