Operations records and business planning tools.
Use this page to access business decisions, performance reporting, referral tracking, and pricing support tools.
Board owns decisions
KPI owns performance tracking
Pipeline owns demand follow-up
Business Records
Use these live tools for decisions, performance tracking, referral demand, and pricing support.
Decisions
Board Meeting
Record attendance, board decisions, and the linked action register from each meeting.
Demand
Client Pipeline
Track referrals from first contact through onboarding with follow-up dates and engagement history.
Pricing
Core Support Planner
Current NDIS pricing rates and funding plan calculations for service planning.