Atlas

This Month

Total Written AP

$0

Sales

0

Total Dials

0

Contacts

0

Presentations

0

Appointments

0

Lead Spend

$0

ROI on Leads

—

Hours Worked

0h

Conversion Rates

Contact Rate

—

Contacts ÷ Dials

Presentation Rate

—

Presentations ÷ Contacts

Close Ratio

—

Sales ÷ Presentations

Appt Show Rate

—

Shown ÷ (Shown + No-Show)

Approval Rate

—

Approved + Paid ÷ Total Sales

Placement Rate

—

Placed / Issued ÷ Submitted

Persistency by Policy Age

Approved & Paid business that hasn't charged back, measured from Date Paid (or sale date if unset)

3-Month Persistency

—

6-Month Persistency

—

9-Month Persistency

—

12-Month Persistency

—

Efficiency Ratios

Dials per Sale

—

Lower is better

Contacts per Sale

—

Lower is better

Dials per Presentation

—

Lower is better

Presentations per Sale

—

Lower is better

Appts per Day

—

Based on logged days

Contacts per Appt

—

Contacts ÷ Appts Set

Dials per Appt

—

Dials ÷ Appts Set

Hours Worked

—

Dials×1m + Pres×60m

Revenue & ROI Metrics

Written AP

—

All submitted apps

Placed AP

—

Issued & active only

Avg AP per Sale

—

Est. Commission

—

Sum of projected pay

Total Deposits

$0

Chargeback AP

$0

Lead Spend

$0

Cost per Appointment

—

Lead Spend ÷ Appts

Cost per Sale

—

Lead Spend ÷ Sales

ROI on Lead Spend

—

Written AP ÷ Lead Spend

Underwriting Pipeline

No sales data yet

You make — per hour you work

You sell — in AP for every dial you make

You sell — in AP for every person that answers the phone

You sell — in AP for every appointment you have

You sell — in AP for every presentation you make

Breakdowns

By Lead Type

Lead Type	Sales	AP	ROI

By Carrier

Carrier	Sales	AP

By Appointment Type

Appt Type	Sales	AP

By Lead Age

Lead Age	Sales	AP

By Day of Week

Day	Sales	AP

Goal Tracking

Set one monthly target per metric — weekly and daily pace are worked out for you automatically, based on working days (Mon\u2013Fri) in the current month. Status colors compare where you actually are today against where you'd need to be to stay on pace, not just the raw monthly total.

Set Monthly Goals

Monthly Dials

Monthly Contacts

Monthly Presentations

Monthly Sales

Monthly AP ($)

Lead Spend

Total Invested

$0

Total Leads

0

Avg $/Lead

—

ROI Breakdown by Vendor

Vendor	Spend	Leads	Sales	AP	$/Lead	ROI

Log Lead Purchase

Date

Vendor

Lead Type

Qty (# of leads)

Amount ($)

Purchase History

Date	Vendor	Type	Qty	Amount	$/Lead

Log Daily Activity

Date (auto-filled, change for past days)

Total Dials

Contacts (Answers)

Appts Set (total booked for today)

Appts Shown (ran today)

Presentations

Appts No-Show

Show Rate (auto-calc)

Hours Worked (today)

Client Information

Client Name *

Date of Application *

Time of Sale (optional)

Date of Birth

Age

Phone

Smoker?

Lead Information

Lead Vendor

Lead Type

Lead Age

Appointment Type

Policy Details

Carrier

State

Policy Type

Coverage Amount ($)

Premium $/mo

Annual Premium (AP) *

Status

Deposit Received ($)

Date Paid (optional)

Notes

Projected Commission

Product Comp %

%

Advance Rate

Split?

Formula: AP × Comp% × Advance × Split

Projected Commission

—

Activity History (click to expand)

Date	Dials	Contacts	Pres.	Appts Set	Shown	No-Show	Show Rate	Hours

Month A

Month B

Gross Income

$0

Net Profit

$0

Lead Spend

$0

Total Expenses

$0

Chargebacks

$0

Other Income

—

Advance Comm.

—

Carry Over

—

Overrides

—

Bonus

—

Residual

—

Log Income

Date

Type

Amount ($)

Carrier / Source

Notes

Log Expense

Date