KPI Performance Dashboard

Live team totals · agent leaderboard · daily submissions

Prospects / Referrals

365

94 Directs
7-Day Team Volume

Appointments Scheduled

239

Show & Completion Rate

72.4% Conversion

72%Show %

Total Apps Submitted

115

12 Mo. Partners
Families Helped

Total Production ($)

$142.1k

Top Revenue
Mo. Prod: $82,947

🏆 AGENT LEADERBOARD

Dynamic team ranking · Click column headers to sort

5 Active Agents
AgentProspects / RefDirectsAppts SchedAppts DoneShow RateApps SubTotal ProdMo. PartnersMo. Prod
1
DL

David L.

9827634978%38$43,6924$23,791
2
SJ

Sarah J.

8722594271%28$36,0513$20,336
3
AR

Alex R.

6817453271%21$25,0612$15,019
4
ES

Emily S.

6117382874%17$21,4872$13,710
5
MK

Mike K.

5111342265%11$15,8521$10,091

TEAM DAILY ACTIVITY TRENDS

Activity trends over the last 7 days

Appts SchedAppts DoneProduction ($)
FriSatSunMonTueWedThu

DAILY KPI SUBMISSION

Submit personal weekly accountability metrics (DreamTeam GFI)

7-Day Accountability Metrics

Prospects / Referrals *
Personal Directs *
Appts Scheduled *
Appts Done *
Total Apps Submitted *
Total Production ($) *

Monthly Status (Total Submitted)

Personal Business Partners *
Personal Production ($) *