Reporting period
—
All Time
This Month
This Week
connecting…
Company-wide
Performance
Cash Collected by Week
EOC form · team + per rep
Closers
Cash Collected per Closer
EOD form + Sendblue
Setters
Growth scorecard · entered manually · Mon–Sun
Weekly Scorecard
Growth model · affiliate + outbound engines · auto-baselined on last month
PROJECTION
Drivers
AI co-pilot · answers from your live data · one-click PDF reports
ASK CLAUDE
Ask Claude
AI ANSWERS ON YOUR LIVE DATA
This month vs last
Top team
Who to coach
Reality check
Which lever
Team needed
Month-end pace
📄 PDF report