Dashboard
—
Pipeline by stage
Weighted forecast
Recent activity
Top deals
Contacts
—
| Name | Company | Phone | Location | Buyer | Portfolio | Status | Re-engage | Deals |
|---|
Pipeline
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| Deal | Champion | Product | Buyer | Value | Prob | Weighted | Stage | Close | Loss reason |
|---|
Activities
Revenue targets
Analytics
📈 Performance
Monthly won revenue (last 12 months)
🗂 Snapshot Archive
Sales funnel
Buyer type
Product (Agent vs Flow vs Both)
Lead source
Deal value by stage
Loss reasons
Activity breakdown
Top contacts by deal value
Compliance triggers
Re-engage queue
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Meeting Tracker
Your #1 KPI — qualified meetings booked for the founder
This month
0
meetings booked
Held
0
founder attended
Converted
0
to pipeline deal
Conversion rate
—
held → deal
🎯 Your role: book qualified meetings with decision-makers
Target buyer typesProperty managers · Asset managers · Managing agents
Founder joinsAll calls after initial qualification
Commission triggersContract signed + building live on Moca platform (Double Lock)
No meetings logged yet. Use + Book meeting to track your first qualified call.
Events & Conferences
Track industry events, contacts met, follow-ups due
Target events: MIPIM · RESI · UK REiiF · GRESB Forum · RICS events · CIBSE · Local Bristol property networking.
Goal: 1–2 relevant contacts per event who become qualified prospects within 30 days.
Goal: 1–2 relevant contacts per event who become qualified prospects within 30 days.
No events logged. Use + Add event to track conferences and networking.
Commission Calculator
Reverse-engineer your £100k bonus
Adjust the sliders to model your target earnings. The Live Pipeline panel above the sliders automatically reflects deals you have marked as Won in the Pipeline this month.
🔴 Live Pipeline
Auto-updates from Pipeline
Loading pipeline data…
⚙️ Deal Parameters
£450
20
4
40%
£150
£0
Monthly commission
£0
Annual commission
0
Buildings / month
📊 Monthly Earnings Ramp — path to £100k
Import & Export
Import contacts from CSV
Required: name. Optional: company, email, phone, location, buyer_type, portfolio_sqft, compliance_trigger, trigger_date, reengage_date, status, source, notes, tags
📂
Click to choose CSV or drag & drop
Export data
Restore backup