Client Services Center

Appointments Set — Today

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Board is showing an earlier date.

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Team Goal Progress

0%To Goal

0Remaining

0On-Pace Target

0Total Show

0%Sold %

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Team Pace

–Set %

–Show %

–Sold %

Total Appts Set — All Reps, by Day

Board Setup

Reps & daily set goals

RepGoal

Team goal

Working hours (drives the on-pace line)

The white tick on each bar shows where you should be right now based on the time of day.

Google Sheet — pull Show / Sold % per rep (Set stays manual)

Auto every 60s

Not connected.

Expected columns (any order): a rep/agent name column, plus Show and Sold (or Sold %). Names are matched to the board reps automatically. Set is always manual — logged with the +Set buttons — and is never changed by the sheet.

Can't reach the sheet? Paste the CSV instead

Top KPIs — Set% / Show% / Sold%

Set %Show %Sold %

Type the three percentages; they show up top-right instantly. Enter whole or decimal numbers (e.g. 27 or 27.5) — no % sign needed.

Daily totals — manual entry & correction

DayTotal

Today updates automatically as reps log sets. Use this to backfill earlier days or fix a number. Editing a day here only changes the chart, not any rep's live count.

Backup & restore

Data lives in this device/link's storage, not in the file itself. Export a backup before moving to another device or link, then Import it there so nothing is lost.

New day Goals and reps stay; only today's set counts clear. The board also flags automatically when the calendar day changes.

When opened from a shared Claude link, everyone — the TV, your laptop, a rep's phone — sees and updates the same board, syncing every few seconds. When opened as a standalone file, it saves to that device's own browser so it persists between reloads, but each device keeps its own copy.