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Team performance

Top performer

Conversion rates

Performance comparison

Date	Caller	Hours	Calls	Leads	Contracts	Hrs/Lead

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Role

Role permissions:
Admin — Full access · Invite/remove team · Change roles · Delete any entry
Manager — View all stats · Delete any entry · Cannot manage team
Caller — Log own stats · View team dashboard & leaderboard · No daily log access for others
View Only — Read-only access to dashboard & leaderboard · Cannot log stats

Team members

Pay summary

Agent	Hours Worked	Pay Rate/Hr	Base Pay	Bonus	Total Owed	Status

Pay period history

Team — Caller Profiles

Admin & Manager only

Biweekly Pay Period

Name	Role	Hours This Period	Training (Hours)	Hourly Rate	Base Pay	Bonus ($)	Biweekly Total	Status

Hourly Rates — Edit

Payment History — All Pay Periods

#	Pay Period	Members	Total Hours	Base Pay	Bonuses	Total Paid	Status

Contact information

Full name

Email

Phone

Address

Bank information

🔒 This information is private. Only you, managers, and admins can view it.

Bank name

Account holder name

Account number

City / Town

Leads and Salary are pulled live from the Call Center tab (logged leads, and total labor cost — pay, training & bonus — counted in the month each pay period ends), and Revenue and Closed Deals are pulled from the Deal Income page (assignment fees and deal count, by deal date). These update automatically. The remaining inputs — Data, Dialer, Offers — are entered here.

Cold calling — monthly KPIs

Month	Leads	Offers Made	Offers Accepted	Closed Deals	Data	Dialer	Salary	Total Expenses	Revenue	Net Revenue	Cost / Lead	Cost / Contract	Cost / Deal	ROAS

Revenue and Closed Deals are pulled from the Deal Income page for deals tagged SMS. The rest — Leads, Offers, and Spent — are entered here. Total Expenses equals Spent.

SMS — monthly KPIs

Month	Sends	Leads	Offers Made	Offers Accepted	Closed Deals	Spent	Total Expenses	Revenue	Net Revenue	Cost / Lead	Cost / Contract	Cost / Deal	ROAS

Revenue and Closed Deals are pulled from the Deal Income page for deals tagged PPL. The rest — Leads, Offers, and Spent — are entered here. Total Expenses equals Spent.

PPL — monthly KPIs

Month	Leads	Offers Made	Offers Accepted	Closed Deals	Spent	Total Expenses	Revenue	Net Revenue	Cost / Lead	Cost / Contract	Cost / Deal	ROAS

Deal income

Date	Seller Name	Address	Lead Source	Assignment Fee	Sales Rep Commission	Dispo Rep Commission	Net Profit

Income per month

Deals closed per month

Avg Income / Month

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net profit, across months with deals

Avg Deals / Month

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across months with deals

Live from Close CRM

Sales floor performance

Performance Analyst

Goal calls · hrs / rep / day

This Month vs Last Month

All Months

All agents

Trend

Pace vs Goal

All Months — Calls

All Months — Talk-time

Analyst note