SLG — Command Center

Stratton Life GroupLead Tracker — Mortgage Protection

0 total 0 new 0 appointments 0 follow-up due 0 sold $0 lead spend

My Commission %

⬆ Import Excel

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Map your Excel columns

Tell us which column is which. Leave blank to skip.

Lead Type for this import

	Name	Phone	Address	City, State	Type	Age	Gender	Tobacco	Co-Borrower	Mortgage	Lead Age	Status	Appointment	Follow-up	Calls	Premium	Face Amt	Carrier

This week

Commission

—

log a week below

Profit

—

comm - lead cost

Lead Cost

—

spent on leads

Close Rate

—

sales / appointments

Momentum this week vs last week

Activity ratios

Dial → Contact

—

of dials reach someone

Contact → Appt

—

of contacts set an appointment

Appt → Sale

—

of appointments close

Dials Per Sale
—
dials needed per deal

Year to date

Total commission

—

Total profit

—

after lead spend

Total lead cost

—

invested in leads

Total sales

—

deals closed

Conversion rates

Log a week to see your metrics.

Activity to profitability

How your dials drive dollars — last 8 weeks

Commission vs lead cost

Funnel — 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

Week of

Dials

Contacts

Appointments

No Shows

Sales

Commissions ($)

Lead Cost ($)

Notes (optional)

History

Monthly rollup

No data yet.

Data window

Base rates on:

Dial simulator

If I make X dials this week...

Projects contacts, appointments, sales, and commission based on your real conversion rates.

Dials planned

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.

Lead cost ($)

Profit target ($) (optional)

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 — and updates automatically as your rates improve week by week.

Monthly income goal ($)

Weeks in month

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.

Week of

Leave blank to use today's date

Dials goal

calls per week

Contacts goal

people reached

Appointments goal

set per week

Sales goal

closed per week

Commission goal ($)

target earnings

Max lead cost ($)

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 — 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 — it adds to your weekly running total below.

Dials

Contacts

Appointments

Sales

Date (leave blank for today)

This week's log

Week-over-week trends

Shows up to 12 weeks of activity. Data comes from your Daily log — save a day each evening to keep this accurate.

Each chart has its own scale — so a jump from 8 to 12 contacts looks like a jump, not a flatline. This shows how each metric moves over time, not just where it stands this week.

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