| # | Agent | Sales | Shows | Dials | Ref Sales | Close % | ALP/Sale | Gross ALP |
|---|
CSV imports & nightly checkouts
Weekly leaderboard, net business, and approval queue
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Upload CSV with agent_name + production data. If CSV has a 'date' column, each row uses its own date. Otherwise uses the date picker below.
Upload NET_BIZ_REPORT CSV with month, name, agent_number, level, net_submit, cur_ytd. Multi-level support.
Approve agent daily submissions. Approved data flows into lb_weeks.
Manual Hire Entry
Add one manager's weekly hires without uploading a CSV
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Writes to lb_hires with the same schema and doc ID format as the CSV import. Submitting the same manager + week overwrites the existing entry.
Manual entry — single agent
Add or edit one agent's numbers without CSV upload
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Add or edit one agent's numbers without uploading a CSV. Defaults to overwrite (same as CSV import). Toggle "Add to existing" to increment instead. Use "Load existing" to see what's already saved for that agent + date.
Manual Net Business Entry — bulk
Same schema as Net Business CSV. Stage many rows, then process all at once.
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Writes to lb_net — same collection and doc ID format as the Net Business CSV import ({month}_{agent_number}). Re-saving the same month + agent number overwrites. Fields match the CSV: month, name, agent_number, level, net_submit, cur_ytd.
▸ Saved net business entries (0)
Historical Lead-Type Sales — bulk paste
Backfill past sold-by-lead-type numbers. Sold counts only — no appt/show data.
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Writes to lb_lead_history — doc ID {month}_{agent_number}. Re-pasting the same month + agent overwrites. This collection stores sold counts only (no appts/showed), so it stays separate from checkout data and won't distort show-rate / close-rate math.
BLS29, 2026-01, 4, 2, 0, 1, 3, 5, 0, 2, 1
BWE85, 2026-01, 1, 0, 2, 0, 1, 2, 1, 3, 0
▸ Saved historical lead-type entries (0)
Upload Codes CSV
Monthly coded names by manager (semicolon-separated)
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Format: Manager Name, Year, Month (1-12), Coded Names (semicolon-separated). Re-uploads overwrite.
Upload agent photo
Attach a photo to an agent's profile
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Select an agent and upload their photo. Stored in lb_agents.
Add person
Create a new agent, manager, or MGA
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Add a new agent, manager, or MGA to the system.
End of Month countdown
Holidays the countdown should skip (weekends auto-skipped)
0 holidays
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Configure holidays the EOM countdown should skip. Weekends are always skipped automatically. The countdown targets 4:30 PM Central Time on the last working day of each month.
Org structure
Assign each agent's RGA, MGA, and direct manager · Mark agents as quit
— agents
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| Agent | Role | RGA | MGA | Manager | Status | |
|---|---|---|---|---|---|---|
| Loading agents… | ||||||
Hide / unhide agent
Hidden agents disappear from leaderboard, dashboard, and profiles
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Hidden agents won't appear on the leaderboard, dashboard, or profiles.
⚠ Data management (admin)
Permanent deletion — use with caution
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These actions permanently delete data from Firestore. Use with caution.
Delete all lb_weeks entries for a specific week date.
Delete ALL entries from lb_weeks, lb_net, lb_checkins, and lb_ref_sales. Agents are preserved.
Delete all lb_hires entries for a specific Thursday week.
Delete ALL entries from lb_hires. Production data is preserved.
Delete all lb_codes entries for a specific year/month.
Delete ALL entries from lb_codes. Hires and production data preserved.
Import log
Recent imports from this session
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Dates snap to nearest Thursday. Re-importing the same MGA + week overwrites cleanly.
Submit your end-of-day numbers. Your manager will review and approve.
For each lead type you had appointments with today: how many appts, how many showed, and how many you sold. Leave rows at 0 if none.
First and last name of Proposed Insured A for each referral sale application or COD trial app placed. (If only Headstarts, list the name of C1.)
name is required):name, title, email, phone, zoom, notes