SLG — HQ

Dashboard

Active leads

0

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Appts this week

0

0 pending outcome

Commission MTD

$0

goal: —

Active recruits

0

0 overdue follow-up

⚠️ APV pace alert

Monthly APV goal:

Upcoming appointments

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Tasks due / overdue

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Follow-ups due today

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Projects near deadline

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Pipeline

0 leads total

New0

Contacted0

Appt Set0

Lost / Dead0

Sold0

⚡ Stratton Life Group Command Center

📋 Task Board

🕑 Tasks with a due date move up on their own. When a task reads 10d left it moves to Get It Done; at 5d left it moves to On Fire. They never move back down, and a task with no due date stays where you put it.

▼🔴 On Fire0

▼🔵 Get It Done0

▼🟢 On Deck0

⚠ Follow-ups overdue — contact these people today

Pipeline funnel

New recruit

Full name *

State *

Source

Previous career

Phone

Email

Date added

Next follow-up

Exam target date

Already licensed?

Yes — skip to Onboarded

Just a prospect?

Interview set up — not signed yet

Notes

Name	Stage	Follow-up	Momentum	Days in stage	Actions

⚠ Follow-ups overdue — contact these people today

Today's queue · 0 to contact

Pipeline funnel

Recruiting P&L

Subscriptions count themselves every month until you stop them. Each recruit belongs to the month you entered them — whatever they become later still credits that month's money.

Turnover · where we lose people

New recruit

Full name *

State *

Source

Previous career

Phone

Email

Whose candidate?

Date added

Next follow-up

Exam target date

Already licensed?

Yes — skip to Onboarded

Just a prospect?

Interview set up — not signed yet

Notes

Name	Stage	Follow-up	Momentum	Days in stage	Actions

Edit recruit

Edit recruit