Sales and appointment performance, updated live from the master sheet.
Revenue Over Time
Commission (FYC) by month · dashed line = $20k/month goal
% Revenue by Product
Share of commission (FYC) each product drives
Production by Rep
Each rep's output for the selected range · click any column to sort · team totals at the bottom
Applications by Product Type
# of policies sold per product
Revenue by Product Type
Commission (FYC) per product
Revenue by Carrier
Top commission sources by carrier
Avg Commission per Policy, by Product
Which products pay the most each
Revenue per Client, by Month
First-year value of each Medicare client (plan + their ancillary), by the month they bought their Medicare plan · dashed line = $1.2k target
Revenue per Product, by Month
Commission (FYC) each product drove per month · click a legend item to toggle a line
Product Mix
Policy share, by count · respects the range & rep filters
Total Production by State
Share of commission (FYC) by state · hover for exact revenue
Average FYC by State
First-year value per Medicare client, by state · highest to lowest
Med Supp vs MA by State
Core policy mix per state · click any column to sort
Appointments Set
Counted by Set Date · dashed line = target of 8/day
Appointments by Source
Who set the appointment
Outcome Breakdown
All appointments past their date
Show Rate by Source
Showed ÷ should-have-happened
Daily Volume Trend
Set vs. Showed per day
Show Rate by Day
Showed ÷ due, per day appointment was scheduled
Show Rate Definition
How the headline number is computed
Collection Rate by Carrier
Received ÷ booked FYC per carrier · sorted worst first
A/R Aging
Outstanding $ by days past effective date, stacked by age bucket
Reconciliation by Carrier
Booked vs received per carrier · click any column to sort · totals at the bottom
Outstanding Payments Worklist
Every policy where received ≠ booked FYC · rows tinted red are 60+ days past effective — chase these first