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Demo Mode — sample data for Sarah Mitchell, Ontario agent. All calculations are live and interactive.
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Set your 2027 goal. Each year's goal is separate, so 2027 starts with no goal unless you set one.

⚡ Good afternoon

Behind pace. The market doesn't know that yet.

24+ months

est. $40,290 position

Captain

Goal pace is your biggest drag right now. Closing one pipeline deal moves your score the most.

Goal Pace

19/100

Pipeline

66/100

Expenses

75/100

Benchmark

77/100

Survival

95/100

2 insights from your history

·Your monthly GCI is 71% below your usual level. Worth reviewing whether recent activity has slowed.

·Your deal count is 71% below your usual level. Worth reviewing whether recent activity has slowed.

YTD GCI
$0

59.3% of $200K goal

$52,385 to goal pace

Deals Closed
0

Avg Deal Size· $23,725

Pipeline Weighted
$0

5 deals · probability-weighted

Projected Year-End
$0
4 deals to goaldown

~4 more deals at avg size to hit goal

Daily Actions

Captain's Morning Brief

Thursday, October 29
Income

$118,625 of $200,000 goal. 59% earned, 86% through the year.($52,385 to goal pace)

Pipeline

5 deals: $54,031 weighted GCI in motion

Runway

24.0 months of operating runway

Behind pace on your annual goal

You're at 69% of expected pace. $81,375 to go, about 4 more deals at your average size.

Daily Briefing

Thursday, October 29

Pipeline: EmptyPace: Behind

All clear. No urgent actions today.

This is an estimate based on CRA rules and engine calculations. Verify with your accountant or tax professional before making any filing or financial decision. Terms of Service.

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