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Dashboard
Overview of team sales performance
💰
Total Revenue
across all sales
🤝
Deals Closed
total transactions
📈
Avg Deal Size
per transaction
👥
Producing Agents
agents with sales
🎯
Avg per Agent
revenue per agent
🏆 Leaderboard
Ranked by total revenue · your row is highlighted
🏅

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📦 Top Products
🏢 Revenue by Carrier
⏱ Recent Sales
Last 10 transactions
DateAgentClientProductCarrierAmount
New Sale Entry
Fill in all required fields to record a sale
Auto-filled from your account
All Sales
0 transactions
🔍
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Sale DateAgentClientProductCarrierDraft DateAmount
💰
Total Revenue
across all sales
🤝
Deals Closed
total transactions
📈
Avg Deal Size
per transaction
👥
Producing Agents
agents with sales
🎯
Avg per Agent
revenue per agent
🏆 Leaderboard
Ranked by total revenue · all agents
📦 Top Products
🏢 Revenue by Carrier
⏱ Recent Sales
Last 10 transactions
DateAgentClientProductCarrierAmount
Pipeline
Benefits · Client acquisition pipeline
All Clients
0 clients
🔍
CompanyPlanEmployeesStageAgentMonthly Premium