MOCKUP  ·  one agent's view (Marissa)  ·  cards = real activity this week · pipeline = illustrative shape until the pod goes live

Marissa's Business — your pipeline, your people

Your whole funnel up top, weekly. Then who's driving each part: you, your setters, your admins. Brandon and Ry each get the identical cockpit, scoped to their own pod.

M

Your pipeline

this week
84Contacts
12Appointments set
4Booked
3Active listings
2Under contract
1Closed

Contacts (conversations) and appointments come from your setters. Booked = signed buyer or seller rep docs — your win — then active on MLS, under contract, closed. Raw weekly counts, all self-reported. Illustrative until the pod is live.

You

starts Jul 1
Dials
Contacts (conversations)
ABSs added
Booked / Active / UC / Closed

Your daily 30-second check fills these and feeds the pipeline above.

Your setters

1 active
VH
Viola Hajdini
In training
29
practice reps

When she goes live, her dials and appointments set roll into Contacts and Appointments above.

Your admins

2 active · auto
PE
Princess May Esogon
Jr Ops Coordinator
10 / 1
processed / prepped
JL
James Lin
Jr Ops Coordinator
9 / 0
processed / prepped

Two separate logs — offers processed and offers prepped — each tracked on its own.

One template, every agent gets their own

Built from the roster, so it renders per agent automatically — each sees only their pipeline and their people. Same isolation as your existing "Your Board."

Marissa · Viola + James + Princess
Brandon · Samuel + Rafferty
Ry · Anthony
Mockup · real card data (Jun 1 week) · illustrative pipeline · design system tokens · not built yet