PERFORMANCE SCORECARD
Dashboard
Calls, appointments, lives changed and cash in one view.
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01
Top 1% · 30 dials/dayOutbound Calling Metrics
—Total
Agents
Detailed status pending refresh| Agent | Total calls | Answered | Avg duration | Unique leads |
|---|---|---|---|---|
| Sign in to view call activity. | ||||
02
Top 1% · 6/dayAppointments
Webinar—
Organic—
Paid—
Live Event—
Ascension—
03
Top 1% · 70%+Show Rate
—Shows ÷ shows and no-shows
04
Top 1% · 1/dayLives Changed
Webinar—
Organic—
Paid—
Live Event—
Ascension—
05
Top 1% · 30%+Booked Appointment LC %
—Lives changed ÷ matched booked appointments
06
Top 1% · $20k MTD · $60k QTD · $240k YTDCash & Revenue
| Metric | MTD | QTD | YTD |
|---|---|---|---|
| Cash Collected | — | — | — |
| Total Cash | — | — | — |
| Revenue | — | — | — |
| Estimated Accounts Receivable | — | — | — |
07
Career history backfill pendingCareer Financials
08
Top 1% · PIF 65%+Offer Mix
09
Top 1% · $2k cash · $2.5k revenuePer Appointment
Total Cash / Apt—
Revenue / Apt—
10
Top 1% · under 5%Refund Rate
—Refunded dollars ÷ enrollment cash
Account mappings
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Connection status
| Client | Connection | Last successful sync | Readiness |
|---|
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FMTM connection
Not connected- Client
- From Military to Millionaire
- Timezone
- America/Chicago
- Currency
- USD
- Cash history
- May 1, 2026 onward