Dashboard
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Pipeline by stage
Weighted forecast
Recent activity
Top deals
Contacts
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| Name | Company | Phone | Location | Buyer | Portfolio | Status | Re-engage | Deals |
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Pipeline
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| Deal | Champion | Product | Buyer | Value | Prob | Weighted | Stage | Close | Loss reason |
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Activities
Revenue targets
Analytics
📈 Performance
Monthly won revenue (last 12 months)
🗂 Snapshot Archive
Sales funnel
Buyer type
Product (Agent vs Flow vs Both)
Lead source
Deal value by stage
Loss reasons
Activity breakdown
Top contacts by deal value
Compliance triggers
Re-engage queue
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Commission Calculator
Reverse-engineer your £100k bonus
Adjust the sliders to model your earnings. The calculator shows your monthly and annual commission based on deal volume, portfolio size, and bundle rate — plus a month-by-month ramp to your £100k target.
⚙️ Deal Parameters
£450
20
4
40%
£150
£0
Monthly commission
£0
Annual commission
0
Buildings / month
📊 Monthly Earnings Ramp — path to £100k
Import & Export
Import contacts from CSV
Required: name. Optional: company, email, phone, location, buyer_type, portfolio_sqft, compliance_trigger, trigger_date, reengage_date, status, source, notes, tags
📂
Click to choose CSV or drag & drop
Export data
Restore backup