Command Center

Performance Panel

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MST—
Welcome back

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

Live Performance Dashboard

IUL Insiders

Conductor · Committer · SDR · 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

Cash Collected by Month

Sales by Product

Pipeline Funnel (filtered period)

Recent Sales

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Date Customer Product Committer 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.

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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.

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