📊 Dashboard
This Month · Persistency · Renewals · P&L · Commission Level
🥇 Level: Set in Comp Reference
This Month — Policies
0
Written this month
This Month — AP
$0
Annualized premium
9-Mo Advance
$0
Active only
Est. Commission
$0
Active only
Persistency
—
No policies
📅 Next 4 Weeks — Projected
View all weeks →
🔄 Renewals (next 90 days)
Open Renewals →
📋 Daily Tasks
Current Quarter P&L
📋 Sales Tracker
Every policy you've written — the source of truth
Active
0
Paying policies
Lapsed / Cancelled
0
Chargeback risk
Withdrawn / Denied
0
Never issued
Total Written
0
All time
Persistency
—
0 of 0
9-Mo Advance Total
$0
Active only
Est. Commission Total
$0
Active only
All Policies
| Sale / Issue | Client | ST | Product | Carrier | Monthly | Annual | Lead | Status | Adv. Type | Advance sheet / calc |
Commission sheet / calc |
|---|
💵 Expenses
Track leads, licensing, tools, and everything else
Total Spend
$0
This year
Lead Cost
$0
0% of spend
Net Impact
$0
Active policies AP − costs
Best ROI Lead Source
—
No data yet
Expense Summary
Leads Tracker (ROI per source)
Expense Log
| Date | Category | Source | Amount | Notes | Year | Quarter | Month |
|---|
🎯 Monthly Goals
Target vs actual AP + policy count goals
Monthly Targets
Year Summary
📈 Quarterly P&L
Revenue − costs by quarter, by year
By Quarter
Year Total
🌱 Lead Sources
ROI per source · revenue ÷ lead $
Sources
🔄 Renewals
Trail-earning policies · pick a month to work that batch
Renewing in selected period
0
Active policies
Trail AP
$0
Annualized
Est. Trail Commission
$0
~7.5% × level
Not Yet Called
0
Action needed
Renewals
| Renewal Date | Client | Carrier | Product | Annual | Est. Trail | Days Out | Call Status | Notes |
|---|
🚨 Save List
Cancelled & lapsed policies — work the list to save what you can
At Risk
0
Cancelled + Lapsed
AP at Risk
$0
Annualized
Saved
0
Recovery: —
Not Yet Called
0
Action needed
Policies to Save
| Sale / Issue | Client | Carrier / Product | Monthly | Annual | Status | Lead Source | Save Status | Notes |
|---|
📅 Weekly Cash Flow
Projected payouts vs actual · expenses pulled from the Expense Log
This Week — Projected P/L
$0
—
YTD Projected Net
$0
Projected − Expenses
Pipeline · Next 4 Wks
$0
Projected payouts coming
Avg Weekly Net
$0
Last 8 weeks
Weekly Breakdown
💡 Click any week to audit its policies and adjust pay dates if a payout slips
| Week | Policies | Projected Payout | Week Expenses | Projected P/L |
|---|
Week Detail
💡 Change any Pay Date below to slip a payout to a different week. Saves automatically.
| Client | Carrier / Product | Advance | Issue Date | Pay Date EDITABLE | Status |
|---|
📚 Comp Reference
Carrier × Product × Rate — the rate book that drives your advance estimates
Current Contract Level
picks the column from your comp grid for all advance calculations
Rate Book
| Carrier | Product | Rate @ 105% | Advance Type | Advance Months | Notes |
|---|
🩺 Policy Audit
Find policies with missing or unmatched data — fix in bulk before the numbers go live
Unknown Carriers
0
No matching rate book
Unmatched Products
0
Carrier OK, product missing
Missing Issue Date
0
Won't show on this-month AP
Missing Lead Source
0
No ROI attribution
Missing State
0
Issues
| Sale | Issue | Client | Carrier → Product | Monthly | Issues |
|---|
👥 Team
Read-only summary of every agent's book · click an agent to drill in
Agents
0
With saved data
Total Active Policies
0
Across all agents
Combined AP
$0
Active only
Combined Commission
$0
Est. across team
Agents