Command Center

Performance Panel

Date—
MST—
Welcome back

Everything between you and The Sales Lever — in one place. Always live.

Live Performance Dashboard

IUL Insiders

Conductors, SDRs, and revenue — pulled live from your sheet.

LIVE
Updated May 21, 2026 · 7:00 AM MT
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Overview

All-time totals across the full pipeline

Performance Panel

Actual vs benchmark across every core KPI

Cash Collected by Month

Sales by Product

Pipeline Funnel (filtered period)

Recent Sales

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Date Customer Product Conductor Cash Collected Cash Generated

Conductor Performance

Lead flow, sets, appointments, show-ups, closes, and revenue — all in one view

Daily Leads, Sets & Sales

Lead Quality Over Time

Appointments vs Show-Ups vs Sales

Cash Collected Over Time

Revenue

Commissions breakdown · cash collected vs generated · product mix

Revenue by Month

Sales Mix by Product (Revenue)

Cipher

Your business, decoded. Ask Cipher anything about performance, verification, refunds, or the Sales Lever process.

Read-only
CIPHER
The Sales Lever AI · Decoding your business in real time
Online · Ready

I’m Cipher. I have live access to your performance data, verification reports, call recordings, and the full IUL Insiders framework. Ask me anything.

Cipher’s answers are decoded from your live command center data. For account-level changes, ask Tatenda.

Call Recordings

Every sales call, decoded by Cipher against the Art of Sales Leverage framework.

— calls
Live · tldv connected

Every IUL Insiders call gets pulled, transcribed, and graded by Cipher automatically.

Cipher grades each call against the seven A.R.T. dimensions — Ask, Restate, Transform, Always Be Caring, Pain & Vision, Money Frame, Energy & Posture — and now also gives a separate closing grade with the full objection map and the root-cause read on why the deal did or didn't close. Click any recording to see her breakdown.

Recent calls

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Recap Reports

Full-transparency weekly, monthly, and yearly recaps. Every Monday morning Cipher pulls the past week from the tracker and writes it up — exactly what happened, who you spoke to, what closed, what slipped.

Cipher is pulling your recap reports…

Build Out

Live progress on everything Tatenda is configuring inside your GoHighLevel account.

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Inside the Build Out
Every step tracked live

As Tatenda checks items off in GHL, they tick green here. Watch the build happen in real time.

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Testing Stage

Every system fully tested and approved before launch. Tick each item once it's verified end-to-end — when all 12 are green, you're cleared for launch.

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Final QA Pass
Approved + fully tested before launch

Each row gets one green check once the system is fully verified. Hit 12 of 12 and we cut launch.

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Launch Call

Open questions and outstanding decisions. Anything you drop in chat lands here — we walk it together on the launch call.

— open
Questions queue

Walk this list on the launch call

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Verification Reports

Each month, confirm sales & flag any refunds. One Approve & Send pushes it all back to your Sheet.

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Reporting period

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Last synced from Sheet · —

New sales —
Cash collected —
Commissions —
Refunds flagged 0

Monthly Verification Reports

Newest first · click a month to filter
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New Sales

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Date Customer Product Cash Commission Refund?
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Recurring Commissions

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Date Customer Product Payment Cash Commission Refund?
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Final step

Review looks good?

Approving locks in this report and pushes your refund toggles back to the Sheet. Once approved, our team is notified to close out the period.

View source Sheet ↗

Refunds & Churn

Live log of every refund processed. Feeds your churn-rate metric on the Performance Panel.

Synced from Refunds_Churn sheet

All time

Refunds (this period) —
Cash Refunded —
Total Refunds (all time) —
Churn Rate —
Refund Log
0 entries
Customer Email Product Date Sold Date Refunded Cash Refunded Month Source Reason
No refunds logged yet. When IUL Insiders approves a verification with refunds, they'll appear here.

Invoices

Monthly bill for Sales Lever commissions. Each row is the final payable number from that month’s verification report — net of refunds.

Auto-generated from verification data

All time

Total Invoiced (all time) —
Paid —
Outstanding —
Invoices Generated —
Monthly Invoices
0 entries
Invoice # Period Sales Gross Commissions Refund Adjustments Net Payable Status Verified
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Goals

Inspired by the 6-Month Challenge layout
90 Day$ —
18%
$ — collected toward 90-day target
6 Month$ —
9%
$ — collected toward 6-month target
12 Month$ —
4%
$ — collected toward 12-month target

Numbers pull live from Performance Panel once it's wired up. We'll mirror the trading-journal "6-Month Challenge" visual treatment.

Internal Leads

Send Cipher a lead and we'll route it straight to your Sales Lever sales team. Live status as the team works it.

Source of truth

Client Assets

Every document, link, and file we use to serve this client — organized so Cipher and your team can find it instantly.

Cipher · always on

Alerts

Every signal that needs your attention — in one feed. Cipher watches, files, and pings so nothing slips.

Live
Open alerts 0
Needing action 0
Cleared today 0
Monthly competition

Leaderboard

Head-to-head between Tyler and Fernando. New prize every month. Track your goals, race to the top, get rewarded.

August 2026
Tyler Clark
Tyler Clark
Conductor
Leading
VS
— days left
Fernando Morales
Fernando Morales
Conductor
Chasing
This Month's Prize
$1,000 Cash + Steak Dinner
Winner takes all. Runner-up gets bragging rights.

Live Scoreboard

Cash Collected is the ranking metric.
Cash Collected
$—
$—
Total Sales
—
—
Close Rate
—%
—%
Avg Deal Size
$—
$—

Monthly Goals

Click a value to edit. Set at start of month, race to the finish.
Tyler Clark
Goal $60,000
Currently $—
0% Awaiting data
Fernando Morales
Goal $40,000
Currently $—
0% Awaiting data

Product Mix — Who's Closing What

Sales split by product this month.
Product
Tyler
Fernando
Ignite
— $—
— $—
IUL Pro
— $—
— $—
Certification
— $—
— $—
Masters
— $—
— $—

Hall of Champions

Past monthly winners. Add a row when the month closes out.
Month
Winner
Prize
Cash Collected
Margin
No champions crowned yet. Ends of month will land here.