⚠ PREVIEW MODE — showing sample data. Not connected to the live Google Sheet. Deploy to GitHub Pages (or open the file in your browser) for real data.
Intake Team
Prequalify & Transfer
call data — sample for now, RingCentral pending
| Agent |
Incoming Calls |
Sent to Closers |
Handoff Rate |
Closers
Receive Transfers & Close
closes live from sheet · call data sample for now
| Agent |
Calls Received |
Closed |
Close Rate |
Annual Premium |
D1C |
D1C Rate |
Avg Premium |
Pipeline Funnel
closes by stage
▲ Where the numbers come from. Close-side data — policies closed, annual premium, D1C, close rate — is live, pulled from the same Google Sheet as the Live Sales Dashboard and grouped per agent. Call-side data — incoming calls, calls sent to closers, calls received — is currently sample data, shown so the full layout and KPIs are visible. These columns connect to real numbers once the RingCentral backend service is built. Roster: Olivia Zanoni, Mia Moss, and Sammy Wheeler are Intake; everyone else is a Closer. (Close rate = policies closed ÷ calls received.)