Mission: #1 in Long Beach by October 2027. Finish line ~$720M / ~895 units (passing KW Pacific Estate). 2026 checkpoint: $640M / 851 units. Hold ~28-30% growth or the timeline slips.
How to read this board: every tracked metric carries a target and a tolerance — green at or ahead of target, amber in the watch band, red off target. The rule: no red leaves the Friday 1:1 without a named owner and one logged action.
At a Glance
Pace to Annual Goal — where we should be vs where we are
Producing-Agent Rate · catches a slide before net agents does
Supplier Dependency — % of closings from Zillow
Growing or Dying on the Vine — 2026 vs 2025
These are last year and this year side by side, so you see direction, not just level. YTD compares the same months in both years, apples to apples.
Circle Production — monthly, year over year
Simply Escrow — monthly, year over year
Recruiting — net agents & company dollar
Circle Real Estate — Production
Pace to Annual Goal · seasonality-weighted off last year
Simply Escrow
Pace to Annual Goal · moving to monthly fees
Where Business Comes From (by Source)
Nina's New Business · new clients she's brought in, not her existing book
New Business by Month · tagged "Nina new business" in the source log
Recruiting Funnel — where the leaks are
Funnel by Source (which leads actually produce)
Close Rate by Person (the coaching lever)
Ingrid — Bonus & Goals (goal: 75 recruits · $41,500)
Progress by Tier (joined vs goal)
The Leaky Bucket — agents in vs out
Monthly net agents & company dollar lost
Zillow Preferred
⏳ Zillow's funnel auto-pulls from Follow Up Boss, that wire is the next step. For now, the live funnel lives in FUB → Reporting → Zillow Reporting.