Legacy Sheet source: Google Sheet · current cycle rules from the Apps Script
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Sheet · Sales this cycle
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vs 600 target
Sheet · CGM add-ons
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This cycle
Sheet · Collections logged
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R0
Sheet · Mediation deals
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R0
Top Agents this cycle · sheet
#
Agent
Sales
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Top Collectors this cycle · sheet
#
Agent
Deals
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Per-sale detail (drill-downs, source/product splits, lifecycle tracking) starts from when CRM went live on 12 May 2026. Anything before that lives only in the sheet and shows here as aggregate counts.
Sales Funnel this cycle
Member Lifecycle distribution
Top Agents confirmed sales this cycle
#
Agent
Confirmed
CGM
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Sales
Performance across timeframes · sources · agents
Headline Numbers
Period
Submitted
Confirmed
Signed
Cancelled
Conv. Rate
Confirmed Value
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Sales by Source last 30 days
Sales by Product last 30 days
Daily Trend last 14 days · confirmed sales
Agent Leaderboard confirmed sales · this month
#
Agent
Submitted
Confirmed
CGM Add-ons
Confirmed Value
Conv. %
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Staff
Manage user accounts and roles
All Staff (loading…)
Name
Email
Role
Status
Created
Actions
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Teams
Create confirmation teams, assign managers + confirmers. Managers only see their own team's stats in the Manager Portal.
All Teams (loading…)
Team Name
Manager
Members
Status
Actions
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Staff Team Assignments
Drag-free: pick a team for each staff member from the dropdown.
Staff Member
Role
Status
Team
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PandaDoc Templates
Library of signing templates (mandates, agreements, SLAs). Add new ones with their PandaDoc UUID, link to product codes so the Confirmer Portal auto-suggests them, and toggle active.
All Templates (loading…)
Category
Display Name
Template UUID
Product Codes
Auto-send
Status
Actions
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Add PandaDoc Template
The Template UUID is the long string in the PandaDoc template URL: app.pandadoc.com/a/#/templates/UUID
When the Confirmer Portal opens a sale with one of these products, this template will be auto-ticked.