Stratton Life GroupLead Tracker β€” Mortgage Protection
0 total 0 new 0 appointments 0 follow-up due 0 sold $0 lead spend
Contract Level
0 selected

Map your Excel columns

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Lead Type for this import
Name Type Age Gender City, State Tobacco Co-Borrower Mortgage Lender Lead Age Status Premium Face Amt Carrier Appointment Follow-up Calls
The Stratton LGCommand Center
No entries yet
This week
Commission
β€”
log a week below
Profit
β€”
comm - lead cost
Lead Cost
β€”
spent on leads
Close Rate
β€”
sales / appointments
Momentum this week vs last week
Activity ratios
Dial β†’ Contact
β€”
of dials reach someone
Contact β†’ Appt
β€”
of contacts set an appointment
Appt β†’ Sale
β€”
of appointments close
Dials Per Sale
β€”
dials needed per deal
Year to date
Total commission
β€”
β€”
Total profit
β€”
after lead spend
Total lead cost
β€”
invested in leads
Total sales
β€”
deals closed
Conversion rates
Log a week to see your metrics.
Activity to profitability

How your dials drive dollars β€” last 8 weeks

Commission vs lead cost

Funnel β€” last 4 weeks

What's working

Log at least 4 weeks to unlock performance insights.

Performance heat map
Each square = one week. Color = commission vs your average. Hover for details.
Low
High
Log a week
History
Monthly rollup
No data yet.
Data window
Dial simulator

If I make X dials this week...

Projects contacts, appointments, sales, and commission based on your real conversion rates.
Enter a number above.
Breakeven calculator

How many sales do I need to break even?

Enter your lead spend and an optional profit target. See the minimum sales to cover it.
Enter your lead cost above.
Monthly income goal

What does it take to hit my income goal this month?

Enter a monthly target. The simulator works backwards through your actual conversion funnel β€” and updates automatically as your rates improve week by week.
All-time personal bests
No data yet.
Weekly targets

Set your weekly goals. Progress bars show on the dashboard automatically. Use the date to backfill previous weeks.

Leave blank to use today's date
calls per week
people reached
set per week
closed per week
target earnings
budget ceiling
Goals saved!
Goals history

Every time you save goals, a snapshot is recorded here. Use this to track what was set week to week β€” helpful for agent check-ins.

No goal history yet. Save your first set of goals above.
Today's activity

Tap + to count as you go. Hit Save to log the day β€” it adds to your weekly running total below.

Dials
0
Contacts
0
Appointments
0
Sales
0
This week's log