$0
Total AP
0
Sales
0
Total Dials
0
Contacts
0
Presentations
0
Appointments
$0
Lead Spend
—
ROI on Leads
0h
Hours Worked
📈 Conversion Rates
Contact Rate
—
Contacts ÷ Dials
Presentation Rate
—
Presentations ÷ Contacts
Close Ratio
—
Sales ÷ Presentations
Approval Rate
—
Approved + Paid ÷ Total Sales
Placement Rate
—
Placed / Issued ÷ Submitted
Immediate Draft
—
Same-day draft ÷ Sales
Appt Show Rate
—
Shown ÷ (Shown + No-Show)
Persistency Rate
—
Auto — Approved & Paid not charged back
⚙️ Efficiency Ratios
Dials per Sale
—
Lower is better
Contacts per Sale
—
Lower is better
Dials per Presentation
—
Lower is better
Presentations per Sale
—
Lower is better
Appts per Day
—
Based on logged days
Contacts per Appt
—
Contacts ÷ Appts Set
Dials per Appt
—
Dials ÷ Appts Set
Hours Worked
—
Dials×1m + Pres×60m
💰 Revenue & ROI Metrics
Written AP
—
All submitted apps
Placed AP
—
Issued & active only
Avg AP per Sale
—
Est. Commission
—
Sum of projected pay
Total Deposits
$0
Chargeback AP
$0
Lead Spend
$0
Cost per Appointment
—
Lead Spend ÷ Appts
Cost per Sale
—
Lead Spend ÷ Sales
ROI on Lead Spend
—
Written AP ÷ Lead Spend
🔄 Underwriting Pipeline
No sales data yet
🎯 Goal Tracking
⚙ Set Goals
You sell — in AP for every dial you make
You sell — in AP for every person that answers the phone
You sell — in AP for every appointment you have
You sell — in AP for every presentation you make
📊 Breakdowns
By Lead Type
Lead TypeSalesAPROI
By Carrier
CarrierSalesAP
By Appointment Type
Appt TypeSalesAP
By Lead Age
Lead AgeSalesAP
By Day of Week
DaySalesAP
💰 Lead Spend
Total Invested
$0
Total Leads
0
Avg $/Lead
—
ROI Breakdown by Vendor
VendorSpendLeadsSalesAP$/LeadROI
➕ Log Lead Purchase
Purchase History
DateVendorTypeQtyAmount$/Lead
📋 Log Daily Activity
👤 Client Information
📋 Lead Information
📄 Policy Details
💵 Projected Commission
%
Formula: AP × Comp% × Advance × Split
Projected Commission
—
Activity History (click to expand)
DateDialsContactsPres.Appts SetShownNo-ShowShow RateHours
Gross Income 🔍
$0
Net Profit
$0
Lead Spend
$0
Total Expenses
$0
Chargebacks
$0
Other Income
—
Advance Comm.
—
Carry Over
—
Overrides
—
Bonus
—
Residual
—
💵 Log Income
💸 Log Expense
📅 Monthly P&L Summary
Month Advance Comm.ResidualBonusOverridesCarry Over Gross Income Lead SpendBusiness Exp.Chargebacks Total Out Net Profit
▸💳 Commission Payments — logged via Sales Log → Pay button
DateClientCarrierTypeAmountNotes
▸Income Log
DateTypeAmountSourceNotes
▸Expense Log
DateCategoryVendorAmountNotes
🏆 Leaderboard
$0
Total AP
0
Policies
0
Agents
$0
Top AP
Rankings
#AgentAPPoliciesAvg APDialsContact%Close%
Loading…
👥 Team Dashboard
Live view of all agent performance
$0
Team AP
0
Team Sales
0
Team Dials
0
Contacts
0
Active Agents
$0
Avg AP/Agent
🏆 Leaderboard
RankAgentSalesWritten APDialsContactsPresContact%Close%Avg APLast Active
Loading…
🔍 Agent Detail
⚙️ Agent Management
Manage agents, assign teams, export data
Registered Agents
NameRoleTeamRegisteredLast SyncStatusActions
Loading…
🔀 Merge Duplicate Agents
Found the same person registered twice (e.g. typo'd name)? Combine their activity, sales, leads, and financials into one profile — this cannot be undone.
👥 Clients — click any row to edit
STATUS: Pending Submitted Approved Approved - OTA Approved & Paid Placed / Issued Persisted Declined / CB Rated / Withdrawn
DateClientStateAPCarrierStatusPaidPolicyCoverageVendorLead AgeAppt Type
Weekly Activity Grid
—
This Week's Totals
Dials per Sale
—
Total AP
—
Sales
—
Hours Worked
—
🗺️ AP by State
$0
$100k+
📊 Breakdown
State map, age bands, carrier breakdown
$0
Total AP
0
Policies
0
States
$0
Avg AP
—
Top State
👥 Age Band Performance
📅 Best Days to Write
AP written by day of week
📈 Weekly AP Trend
Last 12 weeks
🏢 Carrier Deep Dive
CARRIER POLICIES AP AVG AP TOP STATE
🎯 Lead Source ROI
Sales and AP by vendor
VENDOR SALES AP AVG AP CLOSE%
🗺️ State Breakdown Click any state to drill down
State Total Submitted Approved Placed/Issued Declined/CB Withdrawn Total AP Avg AP % of Total