Daily activity log
Thirty seconds a day — and you can update any day anytime. Made more calls? Pick that date, bump the number, and hit Update.
Last 7 entries
| Date | Calls | Conv | In-person | Appt set | Appt held | F-ups | Mtgs | OH | Leads | Notes | |
|---|
Your goals
Set the year's targets, then the weekly activity that gets you there. The dashboard tracks you against these.
Weekly activity goals
Sales & pipeline
Track every deal from active to closed. Closed GCI counts toward your annual goal.
Your deals
| Label | Side | Status | Price | GCI | Close date |
|---|
Assignments from Jennifer
Homework and focus items from your coaching sessions. Check them off as you complete them.
Session notes
Notes and action items from your coaching sessions, so you always know what to work on next.
Resource library
Scripts, guides, and tools Jennifer has shared with the group.
Coach dashboard
Your agents at a glance — last login, last log, and this week's activity.
Roster
| Agent | Last login | Last log | Wk calls | Wk appts | Wk f-ups | Wk mtgs | Wk in-person |
|---|
Click an agent for details, their numbers, and to assign homework.
Agent
Progress vs. goals (this week)
Sales & pipeline
| Label | Side | Status | Price | GCI | Close |
|---|
Recent daily logs
| Date | Calls | Conv | In-person | Appt set | Appt held | F-ups | Mtgs | OH | Leads | Notes |
|---|
Assign homework to this agent
Add a session note for this agent
Add a resource for everyone
Recent activity (all agents)