VB

Director · Trends & analytics

Management

Year-over-year performance, workload balance, and commercial pipeline.

Cases — year over year

Volume of cases opened per month

This year 361 Last year 299
▲ 21% YoY
013253850JanFebMarAprMayJunJulAugSepOctNovDec

Revenue — year over year

Billings per month

This year € 1.501.000 Last year € 1.254.000
▲ 20% YoY
€ 0€ 45.000€ 90.000€ 135.000€ 180.000JanFebMarAprMayJunJulAugSepOctNovDec

Client NPS

Last 6 months

  • Jul52
  • Aug55
  • Sep57
  • Oct60
  • Nov58
  • Dec62

Workload by employee

17 active assignments

  • Lotte Smit6
  • Daan Pieters5
  • Mr. Visser5
  • Anouk Vermeer1

Where cases are waiting

Bottlenecks across roles

  • Client4
  • Compliance4
  • Legal5
  • Notary2
  • Signing2

Risk distribution

Across all open cases

22TOTAL
  • Low· 11
  • Medium· 7
  • High· 4

Cases per service

Demand mix

  • Share transfer3
  • Real estate transfer2
  • Company incorporation2
  • Foundation / holding setup2
  • Will / testament2
  • Mortgage deed2
  • Power of attorney2
  • Inheritance / estate1
  • Prenuptial agreement1
  • Donation deed1
  • Cohabitation agreement1
  • Divorce property division1
  • Legalization of signature1
  • Family asset restructuring1

Quote pipeline

€24k value · 40% conversion · 2/5 accepted

Open payments →

  • Helena Bakker

    Real estate transfer

    €4,400sent

  • Atlas Ventures BV

    Company incorporation

    €5,800open

  • Petra Janssen

    Will / testament

    €1,700accepted

  • Nova Holding

    Share transfer

    €9,200lost

  • Bram Kooistra

    Mortgage deed

    €2,700accepted