Workspace/Dashboard
Good morning, Morgan.
Friday · August 7, 2026 · Week 32
Revenue YTD
$4.24M
12%vs. same period '25
Closings YTD
14
8%21 projected EOY
Contacts YTD
612
4%76/mo avg
Appts Set YTD
128
5%16/mo avg
Appts Met YTD
94
9%73% show rate
Pace to Goal
71%
$4.24Mof $6.00M
71%
YTD
Month over Month · 2026
Performance trend
YTD Total
$4.24M
Monthly Avg
$530K
Last Month
$669K
MoM Change
-67.1%
Monthly Goal
$500K
MonthlyCurrentRunning avgGoal
Reverse Calculator
Path to your goal
Activity
Year
Month
Week
Day
Closings needed
211
18
5
1
Appts met
603
51
12
3
Appts set
827
69
16
4
Contacts
3,939
329
76
16
Daily contacts to hit goal16
Based on 250 work days · your 90-day conversion rates
Conversion Funnel · YTD
Contacts to Closed
Overall2.3%
Contacts
612
↓ 484 dropped
Appts Set
12820.9%
↓ 34 dropped
Appts Met
9473.4%
↓ 56 dropped
Signed
3840.4%
↓ 24 dropped
Closed
1436.8%
Lead Pipeline · Active
Stage board
Active 17Pipeline value $13.87MWeighted $3.88M
New4
$2.79M
Priya Kapoor
$685K
Relocating from Denver
2d
Marcus Chen
$420K
1d
Ellen Whitaker
$1.15M
3d
Jamal Ford
$540K
5h
Contacted3
$1.99M
Rita & Sam Alvarez
$890K
Pre-approved w/ Guild
6d
Devon Park
$375K
4d
Sasha Nguyen
$720K
8d
Appt Set2
$1.56M
Trevor Boone
$950K
3d
Harper Lin
$610K
2d
Appt Met3
$2.64M
Aisha Bello
$825K
Touring 3 homes Sat
7d
Colin Rhodes
$465K
5d
Nadia Patel
$1.35M
Listing prep next week
9d
Signed2
$1.83M
Owen Delacroix
$780K
BRA signed
12d
Yuki Tanaka
$1.05M
Listing goes live 8/12
10d
Under Contract3
$3.06M
Reeves Family
$995K
18d
Bianca Ortiz
$640K
22d
Kai Whitfield
$1.42M
15d
Closed2
$2.13M
The Okonkwos
$875K
closed 8/01
Lena Frost
$1.25M
closed 7/29
Lost1
$520K
T. Ramírez
$520K
went w/ another agent
Daily KPI Log · Fri Aug 7
Today's activity
12 day streak
$
Score today: 70·Goal 80