Mission: #1 in Long Beach by October 2027. Where we stand (Courted, last 12 months as of 10/26/26): #2 at $501M / 654 sides vs KW Pacific Estate at $634M / 676 sides. We're growing 15% a year to their 7%. At this pace we pass them in sides around February 2027, but not in volume until about 2029. Taking volume by October 2027 takes ~28-30% growth.
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
Circle money and leaks · live from BoldTrail since Sept 1
Fees missing on finalized files
Pending past the close date (clean up in BoldTrail)
Axiom Partners · its own income stream · since the Sept 1 cutover
Deals vs goal, month by month · goal 8 Zillow + 2 Axiom-team personal deals a month
Zillow program + ZHL · Rebecca's bonuses · $500 per funded ZHL loan · $500 any month the team beats 125% of Zillow's target
Axiom money not collected
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 Scorecard — this month (goal: 6 to 7 joins, 2 market share)
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
Axiom Partners
Pipeline — by stage · live from Follow Up Boss
In Escrow · live from Radius, right now
Compensation · since the Sept 1 cutover — Rebecca's override pays monthly; quarterly shown for reference only
Who's Doing What · every agent on the roster, even at zero
Zillow Preferred
This tab is for program activity and funnel standards (Answer Rate, ALM Appt Rate, pickup rate, and the rest) — that's the Monday deck's job (/zillow-monday-deck). Money and pipeline for these same agents now lives on the Axiom Partners tab, since Zillow Preferred closings run through Axiom, not Circle, as of Sept 1 2026.