WEALTHPRIME™ Chart Preview
ILLUSTRATIVE EXAMPLE — all figures are synthetic test values, not your information, tax calculations, or forecasts. No sign-in required. Eight chart groups include every summary and complete table; Roth comparisons contain four tables.
Printable testing guide
Use this with TalkBack or VoiceOver. Every figure on this page is an ILLUSTRATIVE EXAMPLE — synthetic test values, not client data, tax calculations or forecasts. For each group below: read the chart summary, open "View chart data", then swipe through the table. The first column (age, year or period) stays pinned while you scroll sideways on a phone.
Keyboard-only testing
- Press Tab to move forward and Shift+Tab to move backward through every link, button, scenario choice and table. A teal outline must always show where you are.
- On the scenario choices, use the arrow keys to move between Smaller, Baseline, Larger and Custom; the charts update as the choice changes.
- With Custom chosen, Tab through the eight per-chart fields and type an exact value for each chart.
- Press Enter or Space on "View chart data" to open a table, then Tab once into the table and use the arrow keys to scroll it in any direction.
- In "Compare presets side by side", press Space on "Show only charts that differ" to hide the charts whose values match; the new count is read aloud after every change.
- Press Enter on "Export CSV" to download every chart's entered values and table results as a spreadsheet file, or on "Download PDF" for a readable, printable document with the same values, differences and illustrative-example labels.
- Press Enter or Space on "Swap A and B" to switch which preset is Preset A and which is Preset B. The new order is read aloud, the "B vs A" differences reverse, and your place stays on the button.
1. Fund · Grow · Spend
What it shows: Three-stage lifetime wealth journey (fund, grow, spend) as an area chart.
Tables to test: One table: age, phase, contributions, growth and after-tax wealth for each year.
Illustrative values: Synthetic 25-year path for a fictional saver starting at age 45; every dollar is an ILLUSTRATIVE EXAMPLE.
2. Roth comparisons
What it shows: Four Roth comparison charts: conversion timing, tax paid, after-tax outcome and break-even.
Tables to test: Four tables, one per chart; expand each "View chart data" button in turn.
Illustrative values: Fictional $500K traditional balance converting over 10 years at example tax rates; not a recommendation.
3. Retirement asset mix
What it shows: Stacked mix of account types (taxable, tax-deferred, Roth) across retirement ages.
Tables to test: One table: balance of each account type by age.
Illustrative values: Synthetic balances for a fictional retiree from age 60; no real client data.
4. Retirement income
What it shows: Annual retirement income by source across the distribution years.
Tables to test: One table: income per year; the year-count and start-age controls change the rows.
Illustrative values: Example distribution from age 65 over up to 25 years; amounts are invented.
5. Start now versus later
What it shows: Two lines comparing starting now versus starting later.
Tables to test: One table per scenario: projected value by age.
Illustrative values: Fictional comparison starting at 60 versus 63; the gap is illustrative only.
6. Projected taxes
What it shows: Projected taxes with and without a strategy, year by year.
Tables to test: One table: tax under each scenario by year.
Illustrative values: Example tax figures from the synthetic Roth model; not a tax calculation.
7. Asset projection
What it shows: Single-line projection of total assets by age.
Tables to test: One table: age and projected asset value.
Illustrative values: Same synthetic 25-year path as group 1, shown as a simple line.
8. Conversion funnel
What it shows: Admin conversion funnel with stage bars and a trend chart.
Tables to test: One "View data" table: stage counts, continuation and drop-off.
Illustrative values: 30 invented leads over 30 days from an "Example source / Example campaign"; no real analytics.
ILLUSTRATIVE EXAMPLE
1. Fund · Grow · Spend
Fund · Grow · Spend
Interactive wealth projection
Chart summary: ILLUSTRATIVE EXAMPLE. After-tax assets peak at $795,000 at age 89, and are $795,000 at age 89.
View chart data: Fund · Grow · Spend projection, ages 60 to 89(30 rows)
| Age | Phase | After-tax assets | After-tax income | Growth | Taxes |
|---|---|---|---|---|---|
| 60 | Fund / grow | $650,000 | $0 | $10,000 | $5,000 |
| 61 | Fund / grow | $655,000 | $0 | $10,000 | $5,000 |
| 62 | Fund / grow | $660,000 | $0 | $10,000 | $5,000 |
| 63 | Fund / grow | $665,000 | $0 | $10,000 | $5,000 |
| 64 | Fund / grow | $670,000 | $0 | $10,000 | $5,000 |
| 65 | Spend | $675,000 | $25,000 | $10,000 | $5,000 |
| 66 | Spend | $680,000 | $25,000 | $10,000 | $5,000 |
| 67 | Spend | $685,000 | $25,000 | $10,000 | $5,000 |
| 68 | Spend | $690,000 | $25,000 | $10,000 | $5,000 |
| 69 | Spend | $695,000 | $25,000 | $10,000 | $5,000 |
| 70 | Spend | $700,000 | $25,000 | $10,000 | $5,000 |
| 71 | Spend | $705,000 | $25,000 | $10,000 | $5,000 |
| 72 | Spend | $710,000 | $25,000 | $10,000 | $5,000 |
| 73 | Spend | $715,000 | $25,000 | $10,000 | $5,000 |
| 74 | Spend | $720,000 | $25,000 | $10,000 | $5,000 |
| 75 | Spend | $725,000 | $25,000 | $10,000 | $5,000 |
| 76 | Spend | $730,000 | $25,000 | $10,000 | $5,000 |
| 77 | Spend | $735,000 | $25,000 | $10,000 | $5,000 |
| 78 | Spend | $740,000 | $25,000 | $10,000 | $5,000 |
| 79 | Spend | $745,000 | $25,000 | $10,000 | $5,000 |
| 80 | Spend | $750,000 | $25,000 | $10,000 | $5,000 |
| 81 | Spend | $755,000 | $25,000 | $10,000 | $5,000 |
| 82 | Spend | $760,000 | $25,000 | $10,000 | $5,000 |
| 83 | Spend | $765,000 | $25,000 | $10,000 | $5,000 |
| 84 | Spend | $770,000 | $25,000 | $10,000 | $5,000 |
| 85 | Spend | $775,000 | $25,000 | $10,000 | $5,000 |
| 86 | Spend | $780,000 | $25,000 | $10,000 | $5,000 |
| 87 | Spend | $785,000 | $25,000 | $10,000 | $5,000 |
| 88 | Spend | $790,000 | $25,000 | $10,000 | $5,000 |
| 89 | Spend | $795,000 | $25,000 | $10,000 | $5,000 |
ILLUSTRATIVE EXAMPLE — synthetic test data, not client inputs, a tax calculation, or a forecast. Not guaranteed.
is the projected after-tax account value.
is annual spending funded after modeled taxes.
ILLUSTRATIVE EXAMPLE
2. Roth comparisons
Federal & state tax paid
Cumulative federal plus state income tax across the projection horizon. The proposed strategy front-loads tax during the conversion years, then flattens as pre-tax dollars — and the RMDs they force — shrink.
Chart summary: ILLUSTRATIVE EXAMPLE. Cumulative federal and state tax, do nothing versus proposed conversion, 2026 to 2055. Do nothing: $589K by 2055; Proposed: $584K by 2055.
View chart data: Cumulative federal and state tax, do nothing versus proposed conversion(30 rows)
| Year | Do nothing | Proposed |
|---|---|---|
| 2026 | $16K | $18K |
| 2027 | $32.3K | $36.1K |
| 2028 | $48.8K | $54.3K |
| 2029 | $65.5K | $72.6K |
| 2030 | $82.5K | $91K |
| 2031 | $99.8K | $110K |
| 2032 | $117K | $128K |
| 2033 | $135K | $147K |
| 2034 | $153K | $166K |
| 2035 | $171K | $185K |
| 2036 | $190K | $204K |
| 2037 | $209K | $223K |
| 2038 | $228K | $242K |
| 2039 | $247K | $261K |
| 2040 | $266K | $281K |
| 2041 | $286K | $300K |
| 2042 | $306K | $320K |
| 2043 | $326K | $339K |
| 2044 | $347K | $359K |
| 2045 | $368K | $379K |
| 2046 | $389K | $399K |
| 2047 | $410K | $419K |
| 2048 | $431K | $439K |
| 2049 | $453K | $460K |
| 2050 | $475K | $480K |
| 2051 | $497K | $501K |
| 2052 | $520K | $521K |
| 2053 | $543K | $542K |
| 2054 | $566K | $563K |
| 2055 | $589K | $584K |
ILLUSTRATIVE EXAMPLE — synthetic test data, not client inputs, a tax calculation, or a forecast. Not guaranteed.
Medicare IRMAA exposure
Cumulative illustrated IRMAA surcharges. Conversion years can push modified income over the assumed threshold sooner, while lower future RMDs can pull it back under.
Chart summary: ILLUSTRATIVE EXAMPLE. Cumulative IRMAA exposure, do nothing versus proposed conversion, 2026 to 2055. Do nothing: $30K by 2055; Proposed: $30K by 2055.
View chart data: Cumulative IRMAA exposure, do nothing versus proposed conversion(30 rows)
| Year | Do nothing | Proposed |
|---|---|---|
| 2026 | $0 | $0 |
| 2027 | $0 | $0 |
| 2028 | $0 | $0 |
| 2029 | $0 | $0 |
| 2030 | $0 | $0 |
| 2031 | $1.2K | $1.2K |
| 2032 | $2.4K | $2.4K |
| 2033 | $3.6K | $3.6K |
| 2034 | $4.8K | $4.8K |
| 2035 | $6K | $6K |
| 2036 | $7.2K | $7.2K |
| 2037 | $8.4K | $8.4K |
| 2038 | $9.6K | $9.6K |
| 2039 | $10.8K | $10.8K |
| 2040 | $12K | $12K |
| 2041 | $13.2K | $13.2K |
| 2042 | $14.4K | $14.4K |
| 2043 | $15.6K | $15.6K |
| 2044 | $16.8K | $16.8K |
| 2045 | $18K | $18K |
| 2046 | $19.2K | $19.2K |
| 2047 | $20.4K | $20.4K |
| 2048 | $21.6K | $21.6K |
| 2049 | $22.8K | $22.8K |
| 2050 | $24K | $24K |
| 2051 | $25.2K | $25.2K |
| 2052 | $26.4K | $26.4K |
| 2053 | $27.6K | $27.6K |
| 2054 | $28.8K | $28.8K |
| 2055 | $30K | $30K |
ILLUSTRATIVE EXAMPLE — synthetic test data, not client inputs, a tax calculation, or a forecast. Not guaranteed.
The Plan versus Roth balances
Where the money lives over time. The conversion strategy drains the taxable pre-tax balance into a Roth balance that grows without a future tax liability attached.
Chart summary: ILLUSTRATIVE EXAMPLE. The Plan and Roth balances over time for both scenarios, 2026 to 2055. Pretax do nothing: $378K by 2055; Pretax proposed: $88K by 2055; Roth proposed: $738K by 2055.
View chart data: The Plan and Roth balances over time for both scenarios(30 rows)
| Year | Pretax do nothing | Pretax proposed | Roth proposed |
|---|---|---|---|
| 2026 | $900K | $900K | $100K |
| 2027 | $882K | $872K | $122K |
| 2028 | $864K | $844K | $144K |
| 2029 | $846K | $816K | $166K |
| 2030 | $828K | $788K | $188K |
| 2031 | $810K | $760K | $210K |
| 2032 | $792K | $732K | $232K |
| 2033 | $774K | $704K | $254K |
| 2034 | $756K | $676K | $276K |
| 2035 | $738K | $648K | $298K |
| 2036 | $720K | $620K | $320K |
| 2037 | $702K | $592K | $342K |
| 2038 | $684K | $564K | $364K |
| 2039 | $666K | $536K | $386K |
| 2040 | $648K | $508K | $408K |
| 2041 | $630K | $480K | $430K |
| 2042 | $612K | $452K | $452K |
| 2043 | $594K | $424K | $474K |
| 2044 | $576K | $396K | $496K |
| 2045 | $558K | $368K | $518K |
| 2046 | $540K | $340K | $540K |
| 2047 | $522K | $312K | $562K |
| 2048 | $504K | $284K | $584K |
| 2049 | $486K | $256K | $606K |
| 2050 | $468K | $228K | $628K |
| 2051 | $450K | $200K | $650K |
| 2052 | $432K | $172K | $672K |
| 2053 | $414K | $144K | $694K |
| 2054 | $396K | $116K | $716K |
| 2055 | $378K | $88K | $738K |
ILLUSTRATIVE EXAMPLE — synthetic test data, not client inputs, a tax calculation, or a forecast. Not guaranteed.
After-tax wealth over time
Roth plus outside cash plus the pre-tax balance discounted at the assumed future tax rate — both scenarios valued on the same after-tax footing.
Chart summary: ILLUSTRATIVE EXAMPLE. Projected after-tax wealth over time, do nothing versus proposed conversion, 2026 to 2055. Do nothing: $974K by 2055; Proposed: $1.15M by 2055.
View chart data: Projected after-tax wealth over time, do nothing versus proposed conversion(30 rows)
| Year | Do nothing | Proposed |
|---|---|---|
| 2026 | $800K | $800K |
| 2027 | $806K | $812K |
| 2028 | $812K | $824K |
| 2029 | $818K | $836K |
| 2030 | $824K | $848K |
| 2031 | $830K | $860K |
| 2032 | $836K | $872K |
| 2033 | $842K | $884K |
| 2034 | $848K | $896K |
| 2035 | $854K | $908K |
| 2036 | $860K | $920K |
| 2037 | $866K | $932K |
| 2038 | $872K | $944K |
| 2039 | $878K | $956K |
| 2040 | $884K | $968K |
| 2041 | $890K | $980K |
| 2042 | $896K | $992K |
| 2043 | $902K | $1M |
| 2044 | $908K | $1.02M |
| 2045 | $914K | $1.03M |
| 2046 | $920K | $1.04M |
| 2047 | $926K | $1.05M |
| 2048 | $932K | $1.06M |
| 2049 | $938K | $1.08M |
| 2050 | $944K | $1.09M |
| 2051 | $950K | $1.1M |
| 2052 | $956K | $1.11M |
| 2053 | $962K | $1.12M |
| 2054 | $968K | $1.14M |
| 2055 | $974K | $1.15M |
ILLUSTRATIVE EXAMPLE — synthetic test data, not client inputs, a tax calculation, or a forecast. Not guaranteed.
Head-to-head totals
Whole-horizon totals for each scenario, side by side.
Current-year federal + state tax
Lifetime projected tax
Lifetime IRMAA exposure
Ending after-tax wealth
ILLUSTRATIVE EXAMPLE
3. Retirement asset mix
Projected retirement asset mix
Annual year-end balances calculated by the engine, from age 60 through the planning end age of 89. Every point is a projected value — no intermediate figures are estimated between years.
Chart summary: ILLUSTRATIVE EXAMPLE. Asset mix from age 60 to 89: at age 89, $88K pre-tax, $738K Roth and $50K taxable.
View chart data: Projected retirement asset mix by age, Roth strategy(30 rows)
| Age | Pre-tax | Roth | Taxable | Total |
|---|---|---|---|---|
| 60 | $900K | $100K | $50K | $1.05M |
| 61 | $872K | $122K | $50K | $1.04M |
| 62 | $844K | $144K | $50K | $1.04M |
| 63 | $816K | $166K | $50K | $1.03M |
| 64 | $788K | $188K | $50K | $1.03M |
| 65 | $760K | $210K | $50K | $1.02M |
| 66 | $732K | $232K | $50K | $1.01M |
| 67 | $704K | $254K | $50K | $1.01M |
| 68 | $676K | $276K | $50K | $1M |
| 69 | $648K | $298K | $50K | $996K |
| 70 | $620K | $320K | $50K | $990K |
| 71 | $592K | $342K | $50K | $984K |
| 72 | $564K | $364K | $50K | $978K |
| 73 | $536K | $386K | $50K | $972K |
| 74 | $508K | $408K | $50K | $966K |
| 75 | $480K | $430K | $50K | $960K |
| 76 | $452K | $452K | $50K | $954K |
| 77 | $424K | $474K | $50K | $948K |
| 78 | $396K | $496K | $50K | $942K |
| 79 | $368K | $518K | $50K | $936K |
| 80 | $340K | $540K | $50K | $930K |
| 81 | $312K | $562K | $50K | $924K |
| 82 | $284K | $584K | $50K | $918K |
| 83 | $256K | $606K | $50K | $912K |
| 84 | $228K | $628K | $50K | $906K |
| 85 | $200K | $650K | $50K | $900K |
| 86 | $172K | $672K | $50K | $894K |
| 87 | $144K | $694K | $50K | $888K |
| 88 | $116K | $716K | $50K | $882K |
| 89 | $88K | $738K | $50K | $876K |
ILLUSTRATIVE EXAMPLE — synthetic test data, not client inputs, a tax calculation, or a forecast. Not guaranteed.
Pre-tax at age 89
$88K
Roth at age 89
$738K
Taxable at age 89
$50K
Source: WealthPrime Roth projection engine using the assumed growth and tax rates — not verified tax law. Balances are gross account values before any tax on future pre-tax withdrawals. Growth, withdrawal and RMD behaviour follow the illustration assumptions shown elsewhere on this page.
ILLUSTRATIVE EXAMPLE
4. Retirement income
Projected cash flow
Retirement income, year by year
Projection — change Years of Income to see taxable income, total income and the remaining balance adjust.
Chart summary: ILLUSTRATIVE EXAMPLE. Distributions run from age 65 to 89. Total income over the period is $1M, with an estimated $250K remaining at age 89.
View chart data: Year-by-year retirement income(25 rows)
| Age | Taxable income | Total income (running) | Remaining balance |
|---|---|---|---|
| 65 | $40,000 | $40,000 | $970,000 |
| 66 | $40,000 | $80,000 | $940,000 |
| 67 | $40,000 | $120,000 | $910,000 |
| 68 | $40,000 | $160,000 | $880,000 |
| 69 | $40,000 | $200,000 | $850,000 |
| 70 | $40,000 | $240,000 | $820,000 |
| 71 | $40,000 | $280,000 | $790,000 |
| 72 | $40,000 | $320,000 | $760,000 |
| 73 | $40,000 | $360,000 | $730,000 |
| 74 | $40,000 | $400,000 | $700,000 |
| 75 | $40,000 | $440,000 | $670,000 |
| 76 | $40,000 | $480,000 | $640,000 |
| 77 | $40,000 | $520,000 | $610,000 |
| 78 | $40,000 | $560,000 | $580,000 |
| 79 | $40,000 | $600,000 | $550,000 |
| 80 | $40,000 | $640,000 | $520,000 |
| 81 | $40,000 | $680,000 | $490,000 |
| 82 | $40,000 | $720,000 | $460,000 |
| 83 | $40,000 | $760,000 | $430,000 |
| 84 | $40,000 | $800,000 | $400,000 |
| 85 | $40,000 | $840,000 | $370,000 |
| 86 | $40,000 | $880,000 | $340,000 |
| 87 | $40,000 | $920,000 | $310,000 |
| 88 | $40,000 | $960,000 | $280,000 |
| 89 | $40,000 | $1,000,000 | $250,000 |
ILLUSTRATIVE EXAMPLE — synthetic test data, not client inputs, a tax calculation, or a forecast. Not guaranteed.
Changing this age recalculates growth, retirement balance, annual income, total income, taxes, and every chart year.
ILLUSTRATIVE EXAMPLE
5. Start now versus later
Chart summary: ILLUSTRATIVE EXAMPLE. Starting now (age 60) reaches about $1M when distributions begin; starting at 63 reaches about $1M.
View chart data: Projected retirement balance by age: start now versus later(30 rows)
| Age | Start now (age 60) | Start at 63 |
|---|---|---|
| 60 | $800K | $0 |
| 61 | $820K | $0 |
| 62 | $840K | $0 |
| 63 | $860K | $700K |
| 64 | $880K | $720K |
| 65 | $970K | $970K |
| 66 | $940K | $940K |
| 67 | $910K | $910K |
| 68 | $880K | $880K |
| 69 | $850K | $850K |
| 70 | $820K | $820K |
| 71 | $790K | $790K |
| 72 | $760K | $760K |
| 73 | $730K | $730K |
| 74 | $700K | $700K |
| 75 | $670K | $670K |
| 76 | $640K | $640K |
| 77 | $610K | $610K |
| 78 | $580K | $580K |
| 79 | $550K | $550K |
| 80 | $520K | $520K |
| 81 | $490K | $490K |
| 82 | $460K | $460K |
| 83 | $430K | $430K |
| 84 | $400K | $400K |
| 85 | $370K | $370K |
| 86 | $340K | $340K |
| 87 | $310K | $310K |
| 88 | $280K | $280K |
| 89 | $250K | $250K |
ILLUSTRATIVE EXAMPLE — synthetic test data, not client inputs, a tax calculation, or a forecast. Not guaranteed.
ILLUSTRATIVE EXAMPLE
6. Projected taxes
Projected taxes over time
Estimated annual income tax under each scenario, from age 60 through the planning end age of 89. Conversion years typically show higher tax; later years reflect the smaller pre-tax balance and required distributions.
Chart summary: ILLUSTRATIVE EXAMPLE. Annual estimated tax from age 60 to 89. Lifetime total: $589K doing nothing versus $584K with the Roth strategy.
View chart data: Projected annual taxes by age(30 rows)
| Age | Do nothing | Roth conversion strategy |
|---|---|---|
| 60 | $16K | $18K |
| 61 | $16.3K | $18.1K |
| 62 | $16.5K | $18.2K |
| 63 | $16.8K | $18.3K |
| 64 | $17K | $18.4K |
| 65 | $17.3K | $18.5K |
| 66 | $17.5K | $18.6K |
| 67 | $17.8K | $18.7K |
| 68 | $18K | $18.8K |
| 69 | $18.3K | $18.9K |
| 70 | $18.5K | $19K |
| 71 | $18.8K | $19.1K |
| 72 | $19K | $19.2K |
| 73 | $19.3K | $19.3K |
| 74 | $19.5K | $19.4K |
| 75 | $19.8K | $19.5K |
| 76 | $20K | $19.6K |
| 77 | $20.3K | $19.7K |
| 78 | $20.5K | $19.8K |
| 79 | $20.8K | $19.9K |
| 80 | $21K | $20K |
| 81 | $21.3K | $20.1K |
| 82 | $21.5K | $20.2K |
| 83 | $21.8K | $20.3K |
| 84 | $22K | $20.4K |
| 85 | $22.3K | $20.5K |
| 86 | $22.5K | $20.6K |
| 87 | $22.8K | $20.7K |
| 88 | $23K | $20.8K |
| 89 | $23.3K | $20.9K |
ILLUSTRATIVE EXAMPLE — synthetic test data, not client inputs, a tax calculation, or a forecast. Not guaranteed.
Projected lifetime taxes — do nothing
$589K
Projected lifetime taxes — Roth strategy
$584K
Projected tax reduction
$5.25K
The strategy is projected to pay less total tax over the horizon.
Source: WealthPrime Roth projection engine using the assumed federal, state and future withdrawal rates — not verified tax law. A difference in lifetime tax is not by itself a savings figure — evaluate it alongside projected after-tax wealth, estate value, and the assumptions shown on this page.
ILLUSTRATIVE EXAMPLE
7. Asset projection
Retirement Asset Longevity
Projected asset value across retirement lifespan
Chart summary: ILLUSTRATIVE EXAMPLE. ILLUSTRATIVE EXAMPLE assets: peaks at $795K at age 89; $795K remains at age 89.
View chart data: Projected asset value by age(30 rows)
| Age | ILLUSTRATIVE EXAMPLE assets |
|---|---|
| 60 | $650K |
| 61 | $655K |
| 62 | $660K |
| 63 | $665K |
| 64 | $670K |
| 65 | $675K |
| 66 | $680K |
| 67 | $685K |
| 68 | $690K |
| 69 | $695K |
| 70 | $700K |
| 71 | $705K |
| 72 | $710K |
| 73 | $715K |
| 74 | $720K |
| 75 | $725K |
| 76 | $730K |
| 77 | $735K |
| 78 | $740K |
| 79 | $745K |
| 80 | $750K |
| 81 | $755K |
| 82 | $760K |
| 83 | $765K |
| 84 | $770K |
| 85 | $775K |
| 86 | $780K |
| 87 | $785K |
| 88 | $790K |
| 89 | $795K |
ILLUSTRATIVE EXAMPLE — synthetic test data, not client inputs, a tax calculation, or a forecast. Not guaranteed.
ILLUSTRATIVE EXAMPLE
8. Conversion funnel
Conversion funnel trends
Analyses started in the selected dates, and how far each has progressed, compared with the previous period of the same length.
Analyses started
30
Top of funnel
+30 vs previous (0)
Analyses completed
14
46.7% from previous step · 46.7% overall
+14 vs previous (0)
Opportunity identified
14
100% from previous step · 46.7% overall
+14 vs previous (0)
Strategy sessions requested
14
100% from previous step · 46.7% overall
+14 vs previous (0)
Clients
6
42.9% from previous step · 20% overall
+6 vs previous (0)
Previous period: 2026-08-18 to 2026-09-16. Stages count analyses by start date and their current status.
Chart summary: ILLUSTRATIVE EXAMPLE. 30 analyses started, 14 strategy sessions requested and 6 clients in the selected dates, grouped by day.
View chart data: Funnel trend data(30 rows)
| Period | Analyses started | Analyses completed | Opportunity identified | Strategy sessions requested | Clients |
|---|---|---|---|---|---|
| Sep 17 | 1 | 0 | 0 | 0 | 0 |
| Sep 18 | 1 | 0 | 0 | 0 | 0 |
| Sep 19 | 1 | 1 | 1 | 1 | 0 |
| Sep 20 | 1 | 0 | 0 | 0 | 0 |
| Sep 21 | 1 | 1 | 1 | 1 | 1 |
| Sep 22 | 1 | 1 | 1 | 1 | 0 |
| Sep 23 | 1 | 0 | 0 | 0 | 0 |
| Sep 24 | 1 | 0 | 0 | 0 | 0 |
| Sep 25 | 1 | 1 | 1 | 1 | 0 |
| Sep 26 | 1 | 1 | 1 | 1 | 1 |
| Sep 27 | 1 | 0 | 0 | 0 | 0 |
| Sep 28 | 1 | 1 | 1 | 1 | 0 |
| Sep 29 | 1 | 0 | 0 | 0 | 0 |
| Sep 30 | 1 | 0 | 0 | 0 | 0 |
| Oct 1 | 1 | 1 | 1 | 1 | 1 |
| Oct 2 | 1 | 0 | 0 | 0 | 0 |
| Oct 3 | 1 | 0 | 0 | 0 | 0 |
| Oct 4 | 1 | 1 | 1 | 1 | 0 |
| Oct 5 | 1 | 0 | 0 | 0 | 0 |
| Oct 6 | 1 | 1 | 1 | 1 | 1 |
| Oct 7 | 1 | 1 | 1 | 1 | 0 |
| Oct 8 | 1 | 0 | 0 | 0 | 0 |
| Oct 9 | 1 | 0 | 0 | 0 | 0 |
| Oct 10 | 1 | 1 | 1 | 1 | 0 |
| Oct 11 | 1 | 1 | 1 | 1 | 1 |
| Oct 12 | 1 | 0 | 0 | 0 | 0 |
| Oct 13 | 1 | 1 | 1 | 1 | 0 |
| Oct 14 | 1 | 0 | 0 | 0 | 0 |
| Oct 15 | 1 | 0 | 0 | 0 | 0 |
| Oct 16 | 1 | 1 | 1 | 1 | 1 |
ILLUSTRATIVE EXAMPLE — synthetic test data, not client inputs, a tax calculation, or a forecast. Not guaranteed.
Funnel by source
First-visit traffic source and campaign for analyses started in the selected dates. Analyses saved before tracking began show as Direct / unknown.
| Source / medium | Analyses | Strategy sessions | Qualified | Clients | Analysis → client |
|---|---|---|---|---|---|
| Example source | 30 | 14 (46.7%) | 6 (20%) | 6 (20%) | 20% |