Circle CEO Dashboard v5

⚙ Connect to Google Sheets — Paste your Web App URL to sync data across your team.

Weekly Pulse

YTD 2026

Week	Listings Taken	Listings Vol	In Escrow	Escrow Vol	Closed	Closed Vol	Simply from Circle

Circle Production

Weekly — Monica enters every Friday EOD

Week Ending

Listings Taken

Count

Total List Price ($)

In Escrow

Count

Total Sales Volume ($)

Closed This Week

Count

Total Sales Volume ($)

Buyers Closed

Sellers Closed

✓ Saved

Monthly Summary

Month	In Escrow	In Escrow Vol	Listings Taken	Buyers Closed	Sellers Closed	Total Closed	Closed Vol	Avg/Side

Weekly Detail

Week	Listings Taken / Vol	In Escrow / Vol	Closed / Vol	Buyers	Sellers

Simply Escrow

Weekly — Jocelyn enters every Friday EOD

Week Ending

● Circle listings auto-pull from Circle tab. No separate entry needed.

Linda

Files Opened

Files Closed

From Circle

Escrow Fees CO$ ($)

Sarah

Files Opened

Files Closed

From Circle

Escrow Fees CO$ ($)

Magally

Files Opened

Files Closed

From Circle

Escrow Fees CO$ ($)

Claudia

Files Opened

Files Closed

From Circle

Escrow Fees CO$ ($)

Amber

Files Opened

Files Closed

From Circle

Escrow Fees CO$ ($)

✓ Saved

Month / Officer	Files Opened	Escrow Fees CO$	% of Office	From Circle	Own Book	Circle Capture	Status	MTD Closed

Zillow Flex

Performance Improvement Window — Venus enters weekly team totals + monthly agent breakdown

Entry Type

Week Ending

Buyer Funnel

Leads Received

Pickups

Buyer Connections

Appointments Set

Appointments Met

Showings (2nd Date)

Offers Written

Accepted Offers

Closed Transactions

Pending Transactions

ZHL Pipeline

ZHL Transfers Attempted

ZHL Connected with LO

ZHL Pre-Approvals

ZHL Locks

ZHL Funded Loans

✓ Saved

Conversion Funnel vs Zillow Benchmarks

ZHL Pipeline

L6M Transaction Target

Agent Scorecard (Monthly)

Agent	Month	Rating	Pickups	Pickup %	Connections	Appt Set	Appt %	Met With	Met %	Showings	Show %	Offers	Offer %	Closed	CVR	ZHL Transfers	ZHL Connected	ZHL Pre-Appr	Insight

Weekly History

Week	Leads	Pickups	Connections	Appt Set	Appt %	Met	Met %	Showings	Show %	Offers	Offer %	Closed	ZHL Trans	ZHL Conn	ZHL PA

Recruiting

Weekly — log every lead and every departure

Week Ending

Always use the Friday end-of-week date

Leads This Week

No leads added yet.

Departures This Week

No departures this week.

Bonus tiers (L12M volume): <$1M = New Agent $150 · $1M–$2.5M = 1/4 Cap $500 · $2.5M–$4.5M = 1/2 Cap $1K · $4.5M+ = Cap $2K

✓ Saved

Monthly Summary

Month	Leads	Joined	Lost	No Shows	Lead→Join %	Held→Join %	CO$ In	CO$ Out	Net CO$	Ingrid Bonus	Total Agents

CO$ Tracking

Lead Counts

Conversion Funnel

Appointment Activity

Lead Sources

Goal Progress

Ingrid Bonus Tracker

Follow Up Queue ▲ collapse

All open leads. When a prospect joins or is lost, click Update to change their outcome.

Lead Log

To add or edit leads for a week, click Manage Week — it loads that week into the entry form above so you can add more leads without creating duplicates.

Week	Prospect	Source	Set By	Held By	No Show	Outcome	Tier	CO$	Ingrid Bonus

Departures Log

Week	Agent	L12M Vol	Simply Committed	CO$ Lost	Tier

VirtuLeverage

Client roster — live tracking

Add New Client

Client Name

Lead Source

Start Date

Monthly Rate ($)

✓ Added

Lead Sources

Client Roster

Client	Source	Start Date	Tenure	Monthly Rate	Status	Action

Mentorship Program

Coach: Patty — 50/50 split, first 3 deals — Circle 25% · Patty 25% · Paid after each close

Enroll New Agent

Agent Name

Program Start Date

Full Time or Part Time

✓ Enrolled

Log a Transaction

Agent Name

Type

Close Date

Sales Volume ($)

This is a Zillow deal (does not count toward 3-deal graduation)

✓ Logged

Patty Performance

Production Breakdown

Patty Earnings

Agent Roster

Agent	Status	Schedule	Start Date	Days In	Deals (of 3)	Zillow Deals	Days to 1st Close	Total Vol	Circle CO$	Patty CO$	Actions

Affiliate Contributions

Pledged vs. received — monthly

Month

Total Pledged ($)

Total Received ($)

Active Partners

Notes

✓ Saved

Month	Pledged	Received	Collection Rate	Partners	Notes