The Producer's Ledger
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The Producer's Ledger
Lead Spend · Annual Premium · Time · Team
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Dashboard
Lead Spend
AP & Sales
Hours & Days
Downline
Viewing Month
Cost Per Sale Trend
Return on Lead Spend (AP ÷ Spend)
Log Lead Spend
Date
Source / Vendor
Lead Type
Aged
Real-time
Mortgage Protection
Veteran
Final Expense
Referral
Other
Qty
Total Spend ($)
Add Entry
Lead Spend Log
Date
Source
Type
Qty
Spend
Cost/Lead
Log Sale / Annual Premium
Date
Client
Carrier
Transamerica
Ethos
Americo
American Amicable
Other
Product
Annual Premium ($)
Status
Submitted
Approved
Issued
Pending
Declined
Add Sale
Sales Log
Date
Client
Carrier
Product
AP
Status
Log Work Day
Date
Hours Worked
Dials / Contacts
Appts Set
Notes
Add Day
Work Log
Date
Hours
Dials
Appts
Notes
Add / Update Downline Agent
Agent Name
Tier
Personal Recruit
Level 2
Level 3+
Status
Active
Warming
Inactive
Their AP This Mo. ($)
Their Sales
Last Contact
Save Agent
Team Roster
Agent
Tier
Status
AP (mo)
Sales
Last Contact