Overview
Monthly goal
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of goal
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to go this month
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on pace for
Today
This week so far
Cash collected this month
This month's funnel
This month
Overdue
Due next 7 days
Year to date
Monthly call tracker
Commission invoice
A PDF listing every deal and payment this month with its commission, saved to the Commission Invoices folder in your Google Drive.
Payment plans
Instalments
| Client | Due | Payment | Amount | Status | Balance after | Plan balance |
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Goal calculator
Your goal
Saving updates the Commission Calculator tab and the goal ring on Home. The month range, working days and goal type are shared by both offers.
What you need to hit it
This month so far
Your rates
Delta and focus
Daily cash number
Focus for the next 1-2 weeks
Deltas this month
Breakdown
Raw performance dataCall Metrics
Closes: new vs follow-upClosed Deals
KPIs vs benchmarks
Diagnosis: where the money is leaking
Cash targets
Deltas2-3 is best
Follow-ups
Following up
Add a follow-up
Follow-up call booked
Recently closed or lost
Tasks
Add a task
Call reviews
Reviewed calls
By the numbers
What I'm seeingacross all reviews
Objectionstimes raised
Section by section
End of day
End of day reporttakes 30 seconds
Objections receivedlive calls
Objections overcome
New sale
New sale or payment
Payment plan