Dashboard Overview
Welcome to the Q2Connect Wealth Group admin portal. Here is the latest lead analysis.
Total Assessments
17
Family Legacy
14
Business Succession
3
Average Score
38.3 / 100
Lead Acquisition (2026 Volume)
Assessment Ratios
Family Legacy
82%
Business Succession
18%
High preparedness ratios lead to better advisory outcomes. Focus marketing on weaker segments.
Recent Assessments
| Date | Client / Company Info | Type | Score | Grade | Actions | |
|---|---|---|---|---|---|---|
| Sep 18, 2026 | hepowhvsnf ronjiltk@immenseignite.info |
Family | 15/100 | Priority Review Recommended | View Report | |
| Jul 10, 2026 | David abc@gmail.com |
Family | 51/100 | Needs Attention | View Report | |
| Jul 09, 2026 | puepttklgj wqhmhsgr@immenseignite.info |
Family | 15/100 | Priority Review Recommended | View Report | |
| Jul 09, 2026 | Rabby Hasan rabby.netmow@gmail.com |
Family | 70/100 | Well Prepared | View Report | |
| Jul 09, 2026 | Gabriel Lim limwaiearn@yahoo.com |
Family | 26/100 | Priority Review Recommended | View Report |