DAG Admin Portal
Analytics & Marketing Dashboard
Authorized users only
DAG Admin Portal
Practice Analytics & Marketing Intelligence
| Practice Name | NPI | DSO Parent | Address | City | State | Source |
|---|
| Name | NPI | State | Credential | Sole Proprietor |
|---|
| Name | NPI | Type | Address | State | Enumeration Date | Reason |
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| Date | New Practice | New NPI | Previous Practice | Previous NPI | Address | State |
|---|
| Score | Tier | Practice Name | NPI | Address | City | State | Enumeration | Associates | Competitors | DSO |
|---|
Export Mailing List
Download a CSV of new practice owners filtered by recency and state for direct mail campaigns.
| Practice Name | NPI-2 | Owner | Address | City | State | ZIP | Enumeration | Recency | DSO |
|---|
Sales Funnel
Conversion Funnel
Estimated New ARR
Cumulative new annual recurring revenue from signed proposals
Weekly Activity
Outstanding Proposals
| Event Type | Date Sent | Days Open |
|---|
Clients Signed This Year
| Name | Company | Source | Added | Conversion Date | Days to Sign |
|---|
Prospects & Leads
Warm Leads
--
Engaged + booked call
New Leads
--
First-touch contacts
Prospects
--
Active tracking
Cold Leads
--
Dormant (no recent activity)
Clients
--
Active accounting clients
Total Contacts
--
All categories
| Category | Name | Company | Source | Last Interaction | Last Date | Count | Last Tool Used | Added |
|---|
Ignition Financial Analytics
Current ARR
--
All active accepted accounting engagements
New ARR (Selected Year)
--
0 new clients
Lost ARR (Selected Year)
--
0 churned clients
Invoice Fees (Selected Year)
--
Add-ons & out-of-scope
Consulting Revenue (Selected Year)
--
Special projects
Churn Rate (Selected Year)
--
vs prior-year active
Touch Points & Engagement
Avg Sends per Deal
--
Mean Proposal Sent Count across sent proposals
Avg Reminders per Deal
--
Mean Reminder Sent Count
Proposal View Rate
--
viewed / sent
View → Accept
--
Of viewed proposals, how many closed
Monthly Proposal Activity
| Client / Prospect | Category | State | Value |
|---|
New ARR by Year
| Year | New Proposals | New ARR $ | Unique Clients |
|---|
Lost ARR by Year
| Year | Lost Proposals | Lost ARR $ | Unique Clients |
|---|
Invoice & Add-On Fees by Year
| Year | Invoices | Total $ |
|---|
Consulting Revenue by Year
| Year | Projects | Total $ |
|---|
Active Accounting Clients by Year
| Year | Active Clients |
|---|
Year-over-Year Churn Rate
| Year | Lost Clients | Prior-Year Active | Churn Rate |
|---|
New Business vs Expansion by Year
| Year | New Business $ | Expansion $ | Flat Renewals $ | Contraction $ | Total Revenue $ | New Clients | Renewals |
|---|
Existing Client Revenue Growth
Clients with 2+ accepted engagements. Compares their first-year engagement to their most recent engagement.
| Client | First → Latest | Trend | First $ | Latest $ | Δ $ | Δ % | Avg YoY | Forecast | # |
|---|
Database Operations
Bulk Import All States
Import NPI data for all 50 states + DC
Weekly NPI Refresh
Refresh rolling 10-state batch
Detect DSOs
Run DSO regex detection (all states)
Build Analytics
Rebuild analytics collections
Score Practices
Compute acquisition scores
Rebuild Stats
Recompute registration & deactivation rollups
Deduplicate Practices
Merge duplicate addresses