This is the advisor's own screen. It carries their figures and the firm's percentage, and no colleague's target, ranking, revenue or commission, because the view model built for them does not contain the firm at all.
Your revenue goal
What your own leads have accepted this period, and how the firm is doing overall.October 2026Morgan Bennett
October 2026 · recurring value your leads accepted0%$0$4,000
$4,000 to go
1 open lead, estimated at $2,800. An estimate counts once a proposal is accepted.
Juniper Ledger Co. 18% of its October 2026 goal · Day 24 of 31