Latrice Fowler
Partner Success Manager & Owner
SP ID  1112667   ·   CSP ID  5953588
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Recruitment Forecast
Recruitment overall — this year
Contractor Qualification Intake
entries this year
Official Contractor Application
entries this year
SAR - Experience Survey
entries this year
Recruitment forecast — this week vs last week
Info session snapshot — this week
Registered
Dropped off
Confirmed next steps
Avg. time in session
PRP tool snapshot — this week
Registered
Failed PC scan
Issue encountered
90-day retake pause
Ready to finalize
Agent Roster
Synced from Financial Suite
Total Roster
All agents
Actively Servicing
Active SOW — any client
In Certification
Cert in progress
Newly Onboarded
No service periods yet
Inactive
Set inactive in suite
Pay Period Awareness
Current Pay Period
Invoice Posting Date
Direct Deposit Date
Tax Prep Awareness
Current Phase
Filing Target
Extension Confirmed
Not confirmed
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Financial Snapshot
Kingdom inQ LLC — Fiscal Year 2026
KIVS Net Income (YTD)
All income minus expenses
Admin Fees Retained (YTD)
All agents combined
Total Income (YTD)
All streams
Total Expenses (YTD)
All categories
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Recruitment Forecast Admin
This clears the Zoho Forms log behind the Contractor Qualification Intake, Official Contractor Application, and SAR - Experience Survey counts. This week, last week, and this year all reset together, since they're built from the same log. Info session and PRP numbers are not affected — clear test data for those inside their own admin tools.