Company-wide win rate across every Win the Day profile (Sales, Customer Care Rep, Customer Care Manager, Marketing Coordinator), excluding excused days. The 14-day strip shows each day's win rate as a bar — taller and greener is better.

Agents worth a quick conversation: a losing streak of 2+ reported days in a row (excused days don't break or count toward a streak), or Win the Day reports still pending from a day they clearly worked. Click an agent to jump to their report.

Every Life/Health conversation follow-up captured from the Conversations card above (logging a Life or Health Conversation asks whether it led to a quote) — whether it turned into a quote (Accepted/Declined) or not (No Quote, with a reason). An Accepted quote still needs to be logged separately in Sell Something once the policy actually issues; this log doesn't create a policy on its own.

Life insurance conversations and the objections behind them, ready to send to our financial services coach. Defaults to last week (Monday to Sunday). Client names are left out unless you tick the box below; premium amounts are never included.

Appointments Scheduled and Appointments Completed are always tracked here for Customer Care Rep, even before a monthly goal is set (shown as a plain running count until one is). IFR Appointment Completed needs a monthly goal set in Settings → Activity Types before its speedometer shows. Click + right after each occurrence to keep it current — click − to undo a misclick.

Every IFR Appointment Completed pop-up captured: who it was for, how it was conducted, whether something was sold (which also writes a policy into the Policy Log automatically), and whether FORM info was collected.

Every appointment a Customer Care Rep has scheduled (captured via the pop-up right after logging "Appointment Scheduled"), plus the day-after follow-up outcome once it's answered. "Pending follow-up" means the appointment date has passed and the reminder pop-up hasn't been resolved yet for that CC Rep — it'll keep reappearing the next time they're selected above.

Saving a Household (retention saves), Liability Upgrade, and Google Review each get their own monthly target here — set one in Settings → Activity Types (Monthly goal) to see its speedometer below; without a goal set, that one just doesn't show yet. Click + right after each occurrence to keep it current — click − to undo a misclick. Pick an agent above to see theirs.

Win the day by hitting most of your daily goals. Junior/Senior Sales Rep and Sales Manager: 3 of 4 — 5 Auto/Fire Household Quotes, Close 1 New Household (a new Auto or Fire policy written today), 3 Life Conversations, and Complete All Sales & Service Tasks Assigned. Customer Care Rep: 3 of 4 — Complete All Sales & Service Tasks Assigned, Schedule 5 IFR or IPS Demo Appointments, 3 Life Conversations, and 1 New Sale (any line, written today). Customer Care Manager: 3 of 4 — 1 IPS Demo Scheduled, 3 Life Conversations, Complete All Sales & Service Tasks Assigned, and 1 New Sale Written (any line, written today). Marketing Coordinator: 2 of 3 — Complete All Sales & Service Tasks Assigned, 4 Sales Pivots, and 1 Closed Pivot or New Sale (a pivot you made closing today, or a policy of your own written today, any line). The computed goals update automatically as you log activities, pivots, and policies for the agent/date selected above — the Sales & Service Tasks goal is a quick self-check at the end of the day. Didn't win today? Add a quick comment so your manager knows what came up.

Every Win the Day report submitted by Junior Sales Rep, Senior Sales Rep, Sales Manager, Customer Care Rep, Customer Care Manager, and Marketing Coordinator, most recent first. Comments show on any day that wasn't won (and any "proud of" note the agent added on a day they won). "Goal 1/2/3" columns show each row's own goals inline (each profile uses a different goal set, so a Marketing Coordinator row — only 2 computed goals — shows a blank 3rd cell) — hover isn't needed, the label's right there in the cell.

The selected agent's current-month commission goals (Settings → Role Goals) — Fire policies, Life issued premium, Life/Health quotes, etc. These come from the Policy Log / net gain figures rather than a raw click-to-log count, so they're read-only here. 100% means right on track for the full-month target, based on how far through the month we are today.

Every Pivot to Sales a Marketing Coordinator has logged (captured via the pop-up right after logging "Pivot to Sales"), plus the "did it close?" outcome once it's answered. "Pending follow-up" means more follow-up was requested and the reminder pop-up hasn't been resolved yet — it'll keep reappearing the next time that Marketing Coordinator is selected above. Closing (immediately or via a later follow-up) pays a $25 bonus on top of the $10 paid per pivot logged.

Type a client's name to see every record for them: pipeline prospects, policies, quote log, appointments, IFR completions, pivots, and IPS appointments and demos. Capital letters and word order don't matter.

Every activity entry any agent has logged — every activity type, not just the ones with a $ rate set. Filter by office location, agent, activity tracking item, and a custom date range. Edit or delete any entry directly from this list.

Pick a product, enter the premium (or amount rolled over for annuities) and see the commission that one policy would earn — using this agent's real commission rates for the month selected above. Separate from the monthly what-if below; nothing is saved.

For each line, enter how many MORE apps you'd write on top of what's already actually written this month, and roughly what premium each one would run. Leave a line at 0 apps to leave it untouched.

Paid activities for this agent's role — enter how many MORE you'd log on top of what's already logged this month. Leave at 0 to leave it untouched.

Each office defaults to matching its real status this month. Flip either office to assume it hits a different tier instead — this only changes the Hypothetical column, never Current.

A reference for how commission and bonuses are actually calculated — every rate and threshold below is pulled live from the same numbers the Commission Report and Team Monthly Bonus above use, so this always matches what you're actually paid.

This bonus is a % of the total "Agent Scorecard Bonus" pool and depends on company-wide recognition (Travel tiers, Chairman's Circle, President's Club) which isn't derivable from activity data. Enter the pool amount and check what's been achieved. Visible to Sales Managers, Customer Care Managers, Operations Manager, and CEO only.

Upload your phone system's call activity export (RingCentral "Extension Activity" report — .xlsx or .csv) and inbound/outbound call counts are filled in automatically per agent per day, so reps don't have to track calls by hand. Everything else already logged for that day (quotes, appointments, etc.) is left untouched.

Upload a sales export from your agency admin system (columns like Product, Policy Name, Written By, Written Date, Issue Date, Policy Type, Written Premium, Issued Premium, Item Count — .xls, .xlsx or .csv) to bulk-load policies, e.g. to check a past month's commission report against known numbers. Each row becomes one policy record. Business Location defaults to the matched agent's home office. Written/issued premium is assumed to have issued exactly as written — edit an individual policy in the Sales log afterward if it came in differently.

Upload one general activity export from your agency's CRM/dialer (columns like Team Member, Tracking Item, Date, Logs, Source Type, Note — .xls, .xlsx or .csv) and this reads the whole file in a single pass: quotes, conversations, appointments, reviews, and any other tracked activity get sorted into Daily Activity Log counts below, while any "Pivot Made"/"Pivot Closed" rows are automatically routed into Pivot to Sales entries — no need to upload the same file twice through two different importers. Compensated activities (any Activity Type with a $ rate set) also get an automatic Compensated Activity Log entry per occurrence, with the client name pulled from the report's own Note column, so bulk-imported activity is just as traceable as logging it live.

Permanently deletes records from the shared Supabase database for every agent, every month — not just this browser. This cannot be undone; export a backup above first if there's any real data mixed in. Meant for clearing test/demo data before going live.

Weekdays the office is closed (holidays, storms, etc.). Win the Day never asks agents for a report on these dates — no sign-in prompt, red flag, or 4pm reminder. Saturdays and Sundays are always skipped automatically.

Feeds the Activity Leaderboard. Upload a screenshot of the ECRM (Salesforce) activity report — one row per agent. The app reads it in your browser, then you review and fix the numbers before saving. Saving the same agent and dates again replaces the old numbers. Use either a monthly upload or weekly uploads for the same dates, not both, or they'd be counted twice.

Used to calculate goal attainment % and the accountability multiplier. Edit if your agency's targets change.

Full-year targets, tracked against the Net Gain Trend on the Dashboard. Auto, Fire, and Life are all per office (matching the daily net gain entries). Saved separately for each calendar year below, so next year's targets don't erase this year's.

Per-office monthly targets by line of business. Drives the progress bars and daily/weekly pace guidance on the Dashboard's Monthly Overview.

Control which activities show up on the Daily Activity Log for each role. Uncheck a role to hide that field for them; remove an activity entirely to retire it agency-wide (already-logged history is kept, it just won't be trackable going forward). The "Comm. rate" column sets a flat $ paid per occurrence — this only applies to Customer Care Rep and Customer Care Manager pay; leave it at $0 for activities that should just be tracked, not paid. "Monthly goal" sets a volume target — any activity with a goal set shows up as a click-to-log circle on the Daily Activity Log's Activity Logging Goals card; leave it at 0 to leave that activity off that card (it still shows in the plain entry fields below). Add your own custom activities too.

Assign to roles: