BUSINESS INTELLIGENCE

Command Center .

Your activity, production and profit — in one place.

BUSINESS OVERVIEW

THE BIG PICTURE

Do the work.
Build the paycheck.

From the first dial to the final commission, track what moves your business forward.

ESTIMATED COMMISSIONS ON ISSUED APV

$080% contract rate · Forecast, not cash received

Performance at a glance

Current month

Activity breakdown

ADO compared with Overflow

LEAD INTELLIGENCE

Money in & money out

Cash-based operating snapshot

FINANCIAL HEALTH

NET CASH PROFIT$0.00

Issued APV productivity

Production ÷ activity

ⓘ Issued APV is policy premium volume, not money paid to you. Actual profit uses recorded commission payments minus recorded expenses. Rejections = not interested + no-shows + unsuccessful presentations.

DAILY EXECUTION

Dialing Sessions.

Track three calling windows per day, by lead type.

Session history

Saturday–Friday calendar weeks; each entry has its own date and time window

Date	Window	Lead type	Leads	Dials	Contacts	Appts	N.I.	Hours

POLICY PIPELINE

Production.

Track appointments, individual applications, issued policies and chargebacks.

Appointments & Policy Ledger

Individual records · All figures update automatically

Appointments

Record completed, sold, no-show, canceled and rescheduled appointments

Date	Client	Lead	Outcome	Note

Individual policy ledger

Submit once; update when issued or declined. LegalShield sales count as written APV immediately; once issued, qualifying APV contributes to Agents First promotions. Its commission is entered as a fixed amount separately.

Client	Carrier	Source	Submitted	Status	Submitted APV	Issued APV	Contract	Chargebacks

Chargeback history

Recorded against the originating policy. Assessments are not deducted from cash profit until reflected in a commission transaction.

Chargebacks assessed in selected month$0.00

Date	Client	Carrier	Reason	Assessed	Note

Legacy production entries

Existing summary records preserved

Production log

Separate issued APV from submitted APV

Date	Lead type	Carrier / note	Showed	No-shows	Presentations	Sales	Submitted APV	Issued APV

INCOME TRACKING

Commissions.

Separate projected commissions from money actually deposited.

Commission payment ledger

Enter gross paid and signed adjustments, including chargebacks

Paid on	Carrier	Lead source	Type	Gross paid	Adjustment	Net paid

COST CONTROL

Business Expenses.

Know exactly what it costs to keep Brandon Life moving.

Spending by category

For the selected month

Financial snapshot

Commissions actually received

Expense ledger

Record lead purchases here, once, to avoid double-counting

Date	Category	Vendor / Description	Lead type	Amount

LEAD SUPPLY INTELLIGENCE

Fresh Lead Delivery.

Know which ADO lead orders are late, arriving, or outstanding.

Open lead orders

Expected quantity, delivery schedule and outstanding balance

Ordered	Source / Vendor	Expected by	Ordered	Delivered	Outstanding	Timing

Daily arrivals

Each batch of fresh leads is counted once, on its actual arrival date

Arrival Date	Order / Vendor	Lead Type	Qty Received	Notes

Lead delivery entries are inventory records, not expense entries. Record purchases separately on the Expenses page to avoid duplicate lead spending. Delivery timeliness compares the expected date to arrivals, not dialing activity.

AGENTS FIRST INSURANCE GROUP

Promotions.

Track your contract advancement using qualifying issued APV, including LegalShield.

Promotion track

Track selection changes qualification thresholds; it does not change your approved contract.

Agents First promotion ladder

Each of the qualifying months must meet its threshold; approvals are recorded manually.

Level	Monthly Issued APV Required	Consecutive Months	Current Streak	Qualification

Promotion submissions & approvals

Submission does not automatically change commission rate. Add an effective-dated rate in Goals & Settings after approval.

Filed	Level	Status	Approved / Effective	Note

Official Agents First links

Submit a promotion request ↗

Report sales for promotion credit ↗

Requests are due within five days after the qualifying period ends; for multi-month requirements submit after the last month. Business must be issued, in good standing, and reported. A declaration of intent applies at level 105. Confirm eligibility with Agents First; this tracker is not an approval.

YOUR ROADMAP TO THE NUMBER

Goal Projections.

Set a financial target. Your required activity recalculates from your actual results.

LIVE MODEL

Annual goal & planning assumptions

Figures you can control; live conversion rates are drawn from recorded results

TARGET BUILDER

Goal pace

Cash results versus calendar-year target

Conversion intelligence

Actual observations and data coverage

Remaining work required

Dynamic funnel from income shortfall to production, appointments, contacts, dials, time and lead supply

ADAPTIVE REQUIREMENTS

Metric	Still needed	Per remaining week	Basis

What if performance changes?

Conservative / current / optimistic scenarios; scenarios are sensitivity estimates, not guarantees

Scenario	Estimated remaining dials	Dialing hours	Appointments	Leads needed	Lead purchasing budget

Reverse projection: schedule and budget → potential income

Uses the same observed conversion funnel; actual lead supply and policy issuance may lag

THE NUMBERS DON'T LIE

Performance Analytics.

Find your most effective calling windows and lead sources.

Dialing session comparison

Dials, contacts and appointment efficiency

Session	Dials	Contacts	Contact %	Appts	Appt %

Lead source comparison

Performance and cost by source

Source	Dials	Contacts	Appts	Issued APV	Lead cost

Month-by-month trend

Last six months of dials and issued APV

YOUR BUSINESS, YOUR RULES

Goals & Settings.

Set targets, preserve contract history, and protect your records.

Annual business goals

Set your income and production targets

Commission contract history

Rates applied by effective date

Effective	Rate

Issued APV uses the contract rate effective on its production date. Carrier-specific compensation and advances may differ.

☁ Cloud account & sync

Optional private sync across your devices, once configured and hosted.

LOCAL MODE

Cloud service is not configured. Your existing browser data is unchanged.

Only activate after setting up Supabase, RLS policies and HTTPS hosting. Local backups remain recommended.

Your data & backups

This prototype stores data in this browser on this device only.

October 2026 historical activity

Import daily activity from your heatmap without overwriting existing records

5,594 dials · 94 contacts · 7 appointments · 4 presentations · 2 LegalShield sales. Each LegalShield sale: $599 written APV and $168 commission paid. Total October written APV: $1,198. Lead source: Other. Client names, actual issue dates, and exact commission payment dates were not provided. For now payments are attributed to October (month only) and the two policies remain Submitted until their issuance is confirmed.

Safe to run again; duplicates are skipped by import ID.

↑ Import JSON Backup

Export regular backups. Clearing browser data or switching devices can remove locally saved records. No cloud account, synchronization, or authentication is included yet. Do not store client medical or other sensitive personal information.