Daily Review
Today's submissions from each agent. Edit anything if needed.
| Agent | Tier | Listing apptsseller meetings | New listingscaptados | Viewings | Offers | Reservationssales | Revenue CBI | Status |
|---|---|---|---|---|---|---|---|---|
| Team total | 0 | 0 | 0 | 0 | 0 | €0 |
Scorecard
EOS-style team measurables by month, quarter or week. Copy straight into your EOS tool.
Team Overview
Year to date
Pace to annual goal
Who needs your attention
Performance matrix
Activity vs. results — how to coach each agent.
Team sales funnel
Activity in period
Cumulative sales vs. pace line
Agent leaderboard
| Agent | Tier | Appts | Listings | Viewings | Offers | Sales | Mo/mo | Revenue CBI | Goal hit | Coaching focus |
|---|
Agent Coaching
Scorecard, diagnosis and an action plan for your 1-on-1.
Settings
Goal, tiers, team, PINs and data.
Access
Each agent has their own PIN — set them in the Agents table below. Change PINs regularly and after anyone leaves.
Annual team goal
Performance tiers (monthly per agent)
| Tier | Sales | Listings | Appts | Viewings | Revenue CBI |
|---|
Agents
| Agent | Tier | PIN |
|---|
Data
The "Load my Excel data" button fills the database with the 2026 history (run once).