Evaluation operations
Invite people, assign support, reach a first result
Start a 7- or 14-day evaluation, add the MacroGuru staff who will guide it, then monitor progress without opening private investments or conversations.
Active—Currently evaluating
Not started—Need an opening step
Ending soon—Three days or fewer
Conversion-ready—Value has been demonstrated
Assigned help requests
Only controlled reason codes and state are shown—never holdings, asset names, values, or free text.
Privacy boundary: use progress to offer help, not to inspect customer investments. The server returns only evaluations assigned to you unless your role explicitly has supervisor scope.
Staff control
Evaluation team
Only active Trial Managers can be assigned to customers. Supervisors see only their explicitly linked managers.
| Customer | Type | Progress | Milestones | Activity counts only | Channels | Time | Assigned | Last activity | Actions |
|---|
No assigned evaluations match these filtersChange a filter or ask a supervisor to confirm assignment scope.