Business command center.
One clear view of activity, written business, and money kept.
Do the Work. Build the Paycheck.
Projections use recorded results, not guarantees.
▱ Production Summary
▥ Activity Performance
◇ Lead Performance
▦ Year-to-Date Performance at a Glance
◷ Productivity Metrics
Performance at a Glance
Detailed monthly KPIs
Business lines and source intelligence
Production by business line
Written / issued APV and actual commission| Business line | Written APV | Issued APV | Commission received | Acquisition |
|---|
Lead source performance
Cash-flow detail
Issued APV efficiency
Dialing Sessions.
Track ADO Fresh, Overflow, and Other together in one session, with hours counted once.
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. | LS Pivots | LS Closes | Hours |
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Production.
Track appointments, individual applications, issued policies and chargebacks.
Appointments & Policy Ledger
Individual records · All figures update automaticallyAppointments
Manage meeting outcomes and no-shows.
Appointments
Record completed, sold, no-show, canceled and rescheduled appointments| Date | Client | Lead | Outcome | Note |
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Policy pipeline
Submitted APV and issued APV remain separate.
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 |
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Policy adjustments
Monitor chargeback assessments without double-counting cash deductions.
Chargeback history
Recorded against the originating policy. Assessments are not deducted from cash profit until reflected in a commission transaction.| Date | Client | Carrier | Reason | Assessed | Note |
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Legacy production entries
Existing summary records preservedProduction log
Separate issued APV from submitted APV| Date | Lead type | Carrier / note | Showed | No-shows | Presentations | Sales | Submitted APV | Issued APV |
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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 |
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Business Expenses.
Know exactly what it costs to keep Brandon Life moving.
Spending by category
For the selected monthFinancial snapshot
Commissions actually receivedExpense ledger
Record lead purchases here, once, to avoid double-counting| Date | Category | Vendor / Description | Lead type | Amount |
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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 |
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Daily arrivals
Each batch of fresh leads is counted once, on its actual arrival date| Arrival Date | Order / Vendor | Lead Type | Qty Received | Notes |
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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.
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 |
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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 |
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Official Agents First links
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.
Goal Projections.
Set a financial target. Your required activity recalculates from your actual results.
Annual goal & planning assumptions
Figures you can control; live conversion rates are drawn from recorded resultsGoal pace
Cash results versus calendar-year targetConversion intelligence
Actual observations and data coverageRemaining work required
Dynamic funnel from income shortfall to production, appointments, contacts, dials, time and lead supply| Metric | Still needed | Per remaining week | Basis |
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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 |
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Reverse projection: schedule and budget → potential income
Uses the same observed conversion funnel; actual lead supply and policy issuance may lagPerformance Analytics.
Find your most effective calling windows and lead sources.
Dialing session comparison
Dials, contacts and appointment efficiency| Session | Dials | Contacts | Contact % | Appts | Appt % |
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Lead source comparison
Performance and cost by source| Source | Dials | Contacts | Appts | Issued APV | Lead cost |
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Month-by-month trend
Last six months of dials and issued APVGoals & Settings.
Set targets, preserve contract history, and protect your records.
Annual business goals
Set your income and production targetsCommission contract history
Rates applied by effective date| Effective | Rate |
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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.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 reconciliation
Restore missing LegalShield policy and commission records without re-entering dials5,594 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.
October 2026 lead costs & appointment attribution
Add known expenses and lead-source appointment counts without changing historical dialing categoriesOctober lead purchases: $600 ADO and $160 Overflow (total $760). Of 7 appointments booked: 3 ADO, 1 Overflow, 3 Other/unattributed. Purchase dates, lead quantities and appointment source dates are unknown. Expenses are recorded with month-only dates, and no quantities will be invented.
October baseline · hours, warm-market sales & overhead
One-time reconciliation based on user-reported estimates and recurring expensesEstimate 2.5 hours per unique dialing day, not per session. Two LegalShield memberships were sold to warm-market contacts, not purchased leads. Record recurring October E&O $30, CRM $40, LegalShield/IDShield membership $85. No extra sale, APV, or commission records will be created. Records already matching the unique expense IDs are skipped.
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.