Start with the objective, not the activity log
The agency sets a monthly projection. The platform allocates it across the team and uses each person’s own historical conversion rates to back-solve the daily activity it takes — so “200 applications” becomes “41 calls before lunch.”
Agency projection · This month
118 / 200 apps
$150K of $260K premium objective
7
working days left
11.7
apps/day required
205
projected finish
The required pace recalculates every day. Leadership never has to re-do the “what do we still need?” math.
Allocated across the team
Ava Carter41 / 60
Diego Ramirez33 / 55
Elena Vasquez30 / 50
Priya Patel14 / 35
Activity back-solve · Diego Ramirez
Calls
→ Conversations: 22%
Conversations
→ Quotes: 38%
Quotes
→ Applications: 46%
Applications
→ Households: 71%
His remaining objective works out to 41 calls · 9 conversations · 4 quotes · 2 apps today — from his rates, not a generic benchmark.