Sale Tracker
Log a sale and see it flow straight into the leaderboard.
Log a Sale
Leaderboard
| # | Agent | Deals | AP Total | Avg Deal |
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Recent Sales
Activity Commit
Weekly AP goal tracking with live pace math — exactly what it takes, per day, to hit Sunday's number.
Full Team — This Week's Commit
Daily pace needed to hit weekly AP goal by Sunday 5PM| Agent | Goal | Current AP | % to Goal | Dials/day | Pickups/day | Sits/day | Closes/day | Status |
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Dial Tracker
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Last 7 Days
Your own daily totals| Date | Dials | Pickups | Beneficiary | Packages | Application | Sold |
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Client Book
Your leads, live from the agency lead sheet.
My Leads
Loading…Training
Onboarding curriculum and reference content.
Scripts
Word-for-word scripts, linked out to their Google Docs.
PNL
Agency deposits, expenses, and monthly profit.
Add Entry
Ledger
Most recent first| Date | Type | Category | Note | Amount |
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Carriers
Quick links, support lines, and contracting steps.
Leads
Vendor portals and acquisition performance.
Vendor Performance
Ranked by cost per acquisition| Vendor | Leads (mo) | Submitted | Issued | Spend | CPA |
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Quick Links
Quoting tools, trackers, licensing, and phone reputation — one click, opens in a new tab.
Goals & Forms
New-agent Why form and the mandatory monthly leader goal sheet — synced to your agent record.
New Agent "Why" Form
Loading…Monthly Leader Goal Sheet
Loading…Downline
Your reporting hierarchy — production, Why forms, goal sheets, and expected overrides.
Expected Overrides
| Agent | Sales Counted | Expected Override |
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Your Downline
Team
Agency hierarchy and live competitions.
Agency Hierarchy
Competitions Board
| Rank | Agent | Deals | AP Total | Prize |
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