Top-Line Performance
September 2026 · Goals tracked vs. monthly target
Gross Revenue
—
Goal: $100,000 / mo
Cost of Business
$1,724
Auto-tracked
Net Revenue
—
Goal: $70,000 / mo
Net Margin
—
Goal: 70%
Deals Locked
0
Goal: 5 / mo
Deals Closed
0
Goal: 4 / mo
Avg Rev / Deal
—
Goal: $15,000
Win Rate
—
Goal: 80%
SMS Sent (Mo)
16,494
Week: 0
Call Minutes
6h 7m
Out: 5h 35m
Positive Replies
413
of 2514 total
Offers Made
5
Goal: 40 / mo
Live SMS Cost · Updated Hourly
SMS Cost (Today)
$0.00
Updated hourly
SMS Cost (Week)
$0.00
SMS Cost (Month)
$329.88
SMS Cost (YTD)
$8,825
Monthly Scorecard 2026
| KPI | Goal/Mo | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Acquisition Funnel | ||||||||||||||
| Total Replies | 800 | — | — | — | — | 1,331 | 13,571 | 14,157 | 21,072 | 2,514 | — | — | — | 52,645 |
| Positive Responses | 100 | — | — | — | — | 229 | 1,723 | 1,605 | 2,757 | 413 | — | — | — | 6,727 |
| Qualified Leads | 120 | — | — | — | — | 15 | 19 | 77 | 231 | 19 | — | — | — | 361 |
| Offers Made | 40 | — | — | — | — | 11 | 8 | 4 | 31 | 4 | — | — | — | 58 |
| Contracts Sent | 10 | — | — | — | — | 0 | 0 | 0 | 0 | 0 | — | — | — | 0 |
| Contracts Locked | 5 | — | — | — | — | 0 | 1 | 2 | 2 | 0 | — | — | — | 5 |
| Dispo & Outcomes | ||||||||||||||
| Deals Closed | 4 | — | — | — | — | 0 | 0 | 3 | 5 | 0 | — | — | — | 8 |
| Disqualified | — | — | — | — | — | 0 | 0 | 0 | 0 | 0 | — | — | — | 0 |
| Dead / DNC | — | — | — | — | — | 0 | 0 | 0 | 0 | 0 | — | — | — | 0 |
| Business Summary | ||||||||||||||
| Gross Revenue | $100,000 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | — | — | — | — | — | — | — | — |
| Cost of Business | — | $0.00 | $0.00 | $0.00 | $3,200 | $2,394 | — | — | — | — | — | — | — | $5,594 |
Pipeline Funnel September 2026
Acquisition → Close
Recent Closed Deals · view all →
| Address | COE | CTC | Gross | Net | Acq Rep |
|---|---|---|---|---|---|
| No deals — see Deals Log to add | |||||
Team Performance September 2026
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Monthly Activity
| SMS Sent | 99 |
| Calls Made | 78 |
| Call Time | 1h 10m |
| Avg Call Min | 0.9 |
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Monthly Activity
| SMS Sent | 60 |
| Calls Made | 85 |
| Call Time | 0h 40m |
| Avg Call Min | 0.5 |
LP
Lorna Penalosa
Monthly Activity
| SMS Sent | 55 |
| Calls Made | 134 |
| Call Time | 1h 38m |
| Avg Call Min | 0.7 |
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Monthly Activity
| SMS Sent | 48 |
| Calls Made | 47 |
| Call Time | 0h 55m |
| Avg Call Min | 1.2 |
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Monthly Activity
| SMS Sent | 43 |
| Calls Made | 85 |
| Call Time | 1h 9m |
| Avg Call Min | 0.8 |
Expenses, Salaries & Tax All Costs · MTD
Edit Costs →
All Costs · Month-to-Date September 2026
Salaries (Fixed)
Lorna (base)$694.00
Salaries subtotal$694.00
Commissions (Computed MTD)
Lorna (100 per close)$0.00
Chris (30% per close)$0.00
Commissions subtotal$0.00
Recurring Tools (Monthly)
Deal Machine$700.00
Tools subtotal$700.00
SMS Cost (Auto · MTD)
SMS sending$329.88
SMS subtotal$329.88
GRAND TOTAL (September 2026)$1,724
Monthly Salaries + Commissions
Lorna (base)$694.00
Commissions (this month)
Lorna (100 per close)$0.00
Chris (30% per close)$0.00
Total$694.00
Recurring Tools
Deal Machine$700.00
Total$700.00
Tax Liability (Annual)
Annual Net Income$70,000
SE Tax (15.3%)$9,891
Standard Deduction$-15,000
Federal Income Tax$5,926
Wyoming State$0.00
Total Tax Liability$15,817
Set Aside / Month$1,318