Tomorrow's board, in fifteen minutes.

Upload tonight's enriched Salesforce export (Job Score and Home Value columns already filled in). The tool surfaces flags, ranks appointments, suggests rep assignments, and produces two PDF summaries when you're done.

1

Upload the enriched exportSalesforce report · Job Score + Home Value columns populated

Drop the file here or click to browse

.xlsx export with Job Score and Home Value columns at the end

2

Filter & review flagsConfirmed only · entered scores cross-checked against comments

Total

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Confirmed

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Held at intake

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Flagged

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need review

3

Suggested boardAdjust reps, fill missing values, bump with reason

4

Generate summariesExport PDF or copy to email