Leadership Report
The one number · new closings YTD
ADUs + New Homes CLOSED (toward goal)
$2.4M/
420 closings · $2.4M ADUs+New Homes YTD = 82% of goal
Total closed incl. Home Services + VIP Memberships: $2.5M
Pacing 63% ahead of the $3.0M plan.
Sales pace · $94K/wk run-rate
By product line · annual cascade
Tracked separately · outside the $3.0M goal
Active Buyers
Book + new buyers closed
Active Buyers
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all-time buyers served
New Buyers Closed · YTD
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Loading First Advisor Calls…
What's working · what's failing
Who controls what
The controllable inputs, grouped by owner. Move these and the One Number above follows.
The headline marketing leading number — Advisor Calls Kept— is in the glance above (marketing's #1 controllable). Qualified-leads detail and the full acquisition funnel live on the Marketing tab.
Scorecard
Pipeline → Submitted → Closed/Paid · click a product to expand by rep
Asset Mix · ADUs / New Homes
YTD production mix per agent vs target · VIP Memberships excluded · Home Services folds into New Homes
New-Business Source Blend
% of new business by source vs the benchmark builder target · how classified
Pending → Paid
Under-contract → closed · Ops lane (~90% control)
Lagging result & detailAre-we-winning · production trends · weekly reportShow ▾Hide ▴
Are we winning?
Monday Meeting Matrix
Closed by period × product line · $ basis
ADUs · monthly trend
New Homes · monthly trend
Home Services · monthly trend
VIP Memberships · monthly trend
Weekly report
Generating this week's report…
Production by cohort · portfolio aggregate
Scorecard by Cohort
Pipeline → closed → funded $ · 2026 deals · referrals & existing clients should run high; new marketing lower
Financial ratios · owners-only
Loading financial ratios…