TrackRecord — Agency Performance Track

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🎤 Pitch demo mode — sample agency, sample data. Nothing here touches your real team's numbers.

Cunningham Agency

TRACKRECORD✦

Good morning.

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📊 Office Production — this month— real apps written vs. goal, by line

Show:

AI daily game plan

Agent scorecards

📈 Production & Commission

To fix a mistaken premium amount: switch to Premium, click "+ Log [product]," and enter a negative number. The − button in Apps view only removes an app, not a dollar amount.

Data is shared with anyone using this link · points: call ×1, quote ×4, policy ×12, life app ×20, cross-sell ×10

🏆 Leaderboards

Race to goal — this week

Office total apps — race to goal

📊 Office Production — this month— real apps written vs. goal, by line

Office leaderboard — this month

💰 Life Premium & Carryover — race to year-end

🏢 Total Office Premium — this month— every line combined, Auto + Fire + Life + Health

📋 Past Production & Payroll — a permanent record, month by month

🕐 Time Clock

💰 Payroll Period Calculator — pick the exact start and end date of a pay period to total everyone's real hours

Period start

Period end

📋 Weekly Hours Report

⚙ Weekly goals, season goals & roster settings

Editing goals for:

Their position (controls what actually shows for them)

Commission — exempt means production is tracked but no commission is calculated (e.g. the agency owner)

Clock in/out tracking

Weekly activity goals

Service activity goals

Office total apps — race goals

Production — apps per line, monthly

Production — premium $ per line, monthly

Commission plans and pay-related goals now live on their own dedicated page — see 🎯 Manager → 💰 Pay Plans.

Expected premium range per line (flags entries outside this for a second look)

👥 Team Roster

Marking someone inactive removes them from the live dashboard, scorecards, and leaderboards — their real sales, commission, and reports stay exactly as they are, untouched.

🧬 Daily Life Goal — the record

💬 Life Insurance Conversation — the ask itself

Every Auto, Fire, or Health sale requires an answer — did life insurance actually come up? This is the real record of whether the conversation is happening, not just whether the dollar goal got hit.

📊 Service Team — where the gap actually is

How often each real threshold or goal actually gets hit, week by week — this is what turns "doing great on reviews, not the rest" into a real, quantified pattern instead of a feeling.

🎯 Office at a glance —

Where everyone stands — this week

Clocked in right now

Trend — points by week

Needs your attention

🚩 Flagged for a check-in

🧾 Sales Report — every sale logged, who it was, and what happened

Add Sale —

Log everything from this one customer at once — multiple policies, one name, one premium total per line, one source.

Customer (first initial + last name)

Date of sale (optional — leave blank for today)

Only for correcting the record after the fact — this backdates production, commission, and leaderboard points to the real week the sale happened, not today.

What did they buy?

Enter a quantity for each policy type sold — leave at 0 for anything not part of this sale. Enter a negative quantity only to correct a mistaken entry.

Where did this one come from? *required

Pick where this one came from before continuing — every sale needs a source logged.

Enter at least one policy with a quantity before continuing.

Add a past sale to Sales Report

For a sale that already counted toward production and commission when it was originally logged, but never got a Sales Report record. This only creates the record here — it will NOT add anything to production totals or commission, since that premium is already counted.

Agent

Line

Customer name

Premium amount ($)

Date of sale

Where did this one come from? *required

Pick where this one came from before continuing — every sale needs a source logged.

Edit Production —

Directly corrects the stored numbers for one week — for fixing a mistaken entry, not for logging a new sale. This does not touch any individual Sales Report record.

Week to edit

Reason for this correction (optional, but helps if anyone asks later)

Edit Points —

Directly corrects the activity counts (calls, quotes, and similar) for one week — for entering a real, remembered estimate after the fact, not for today's normal +1/−1 logging.

Week to edit

Reason for this correction (optional, but helps if anyone asks later)

Where did this come from?

One tap — no customer info needed.

Timecard

Day Detail

Edit Punch

Clock in

Clock out

Reason for this correction *required

✦ HELP ME DO IT

Monthly Spend

What did the agency actually pay each vendor this month? Manager-entered — this is the only manual number ROI needs.

Estimated Agency Revenue

What does the agency actually receive per policy — not what the agent is paid, what the agency itself collects from the carrier. This is an estimate, clearly labeled as one everywhere it's shown.

📊 Marketing Sources — where the real sales are actually coming from

📝 Quote Follow-Ups — track a quote so it doesn't quietly go cold

This is separate from the quick "+1 Quote" counter on your scorecard — use this specifically for a quote you want to make sure gets followed up on. Notes can be added afterward by clicking into it.

📅 Monday Recap — last week's wins & losses, trends to watch, and where to focus this week

🏆 Last Week's Winners

Office total apps — last week vs. goal

Full standings — last week

📅 Where we stand this month

🎖️ Hall of Fame

✅ Morning Checklist — what actually needs doing right now

🕐 Clocked in

☀️ Daily missions

💼 Activity logged today

🎉 Special Reminders — birthdays, anniversaries, license renewals, anything worth not forgetting

🧑‍💼 Recruiting — hiring timing, candidate pipeline, and your own assessment

Is now a good time to hire?

Tap to get a real, data-backed read on whether now's a good time to bring someone new on — grounded in your team's actual production and capacity trends, not a guess.

Candidate pipeline

Your assessment — built and edited by you, sent as a link, answers come back here

🧠 Agency Intelligence

Ask a real question about the agency — it reasons over actual current production, race points, marketing source performance, and commission data to answer, not canned reports. The more history the office builds up, the sharper the answers to open-ended questions like coaching or predictions get over time.

💰 Pay Plans — every commission plan and pay-related goal, in one place, separate from team goals and roster settings

Life Premium goal — this year (shown on the Live Sales Results banner and the Life Premium & Carryover race)

Sales commission plan — 2026 comp plan (thresholds & rates, company-wide)

Robert's Service commission — weekly (this is the plan actually in effect)

Intern commission — weekly (Collin & George)

Converted Sales bonus — shared by Robert, Collin & George, weekly

Service commission — monthly (not currently used by anyone; only applies if a future Service-role agent is set to monthly cadence instead of weekly)

📋 Beginning of Day Tasks — your morning task guide: what to do, and the text to send

🎓 Training — word tracks: what to say, and how to handle the objection

🎓 TrackRecord University

Team progress

📞 Word Tracks & Templates — real scripts and copy-paste templates for setting life appointments, spotting the opening, and the easy asks

🚀 Travel Tracker — the journey to Level 3 and beyond

📈 Trend — potential total credits over time