Team advisors
5
5 active today
Branch leads
148
+12 this week
Converted today
2
AED 13,000 in
Overdue follow-ups
19
Needs attention
Advisor performance snapshotThis month
MJ
Mary Jhean Delos Santos
30 leads · 4 conversions · 9 overdue
JD
Jona Dela Cruz
28 leads · 3 conversions · 6 overdue
TD
Tobi De Villa
22 leads · 2 conversions · 4 overdue
SA
Sally Cruz
18 leads · 5 conversions · 0 overdue
Branch funnelAll advisors
Leads—
Today's meetings
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MJ
Mary Jhean Delos Santos
Sales Advisor · Tecom · Joined Jan 2024
30
Leads
4
Converted
9
Overdue
AED 2.6k
Commission
87%
Score
JD
Jona Dela Cruz
Sales Advisor · Tecom · Joined Mar 2024
28
Leads
3
Converted
6
Overdue
AED 1.9k
Commission
72%
Score
Branch target
AED 275k
AED 0 earned
Team conversions
18
Best month so far
Avg. advisor score
79%
Team rankings — Jun 2026By conversions · Tecom branch
🥇
AED 3,250
SA
Sally Cruz
5 conversions · AED 3,250 commission · 96% score
🥈
AED 2,600
MJ
Mary Jhean DS
4 conversions · AED 2,600 commission · 87% score
🥉
AED 1,950
JD
Jona Dela Cruz
3 conversions · AED 1,950 commission · 72% score
4
AED 1,300
TD
Tobi De Villa
2 conversions · AED 1,300 commission · 61% score
Active right now
4
of 5 advisors
Actions today
87
Calls made today
42
Team total
Live activity feed
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My leads
148
No answer
62
Interested
31
Converted
18
LeadContactBranchStatusAdvisorSourceAction
Yue Ai Ying
Work Permit
airenpabrique@gmail.com
975412442
Tecom
No answer
Mary Jhean DS
FB Ads
Credzletlet Let
Work Permit
michelecredo1991@gmail.com
36501924
Tecom
Converted
Mary Jhean DS
CSV Upload
Tibor Christy
Work Permit
tiborchristy@gmail.com
+63912345678
Tecom
Contract sent
Jona Dela Cruz
Referral
Maria Alcantara
PR Application
maria.a@gmail.com
+63987654321
Tecom
Interested
Tobi De Villa
Walk-in
Pending approval
2
Approved this month
8
Rejected
1
Transfer requestsTecom branch
TC
Tibor Christy
From: Jona Dela Cruz → To: Mary Jhean DS
Paid client · Work Permit · Reason: Client requested change · Jun 20
MA
Maria Alcantara
From: Tobi De Villa → To: Jona Dela Cruz
Interested · Work Permit · Reason: Advisor workload · Jun 19
Today (all advisors)
—
This week (booked)
—
No-shows
—
—
All advisors · branch-wide
Scheduled
Pending result
Passed / Completed
Failed / No-show
Live Interview StatusLatest updates
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All interviewsAll advisors · branch-wide
Date / TimeApplicantAdvisorStatusResult
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Interview Result SearchScore, verdict & email status
ClientEmailPositionScoreVerdictEmail Status
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Paid clients (branch)
…
Transferred to Processing
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Payment Verified
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Branch paid clientsLive · bank-verified
ClientAdvisorClaimedVerifiedClassificationCommission
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Unlocked (branch)
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Locked (pending)
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Paid out
—
Not tracked yet
Top earner
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Branch commission ledgerLive · bank-verified
ClientAdvisorFeeRateAmountStatus
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Branch target
AED 275k
Earned MTD
AED 0
Target gap
AED 275k
Monthly revenue trend
Conversions by advisor
New broadcast message
Recipients
Message type
Subject
Message
Sent broadcastsLast 7 days
Reminder: 19 overdue follow-ups!
Sent to whole team · Jun 19 · Read by 4/5
June targets update — aim for 25 conversions
Sent to whole team · Jun 17 · Read by 5/5
Communication CenterLoading…
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Unread
3
This week
7
Pinned
2
Memos from management
PinnedUrgentUnread
New processing SOP effective June 20
All advisors must follow the updated document checklist. Team leaders must ensure 100% compliance before submission to processing…
Sally C. (Processing Manager) · Jun 19
Team leaders
Branch target review — Jun 25 meeting
All team leaders to prepare branch performance summaries for the Jun 25 review with Marco Mangubat…
Marco Mangubat (GM) · Jun 18
Team completed
2
Team pending
5
Team progress
29%
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