Dashboard

Here's your snapshot for today.

Your production figures were updated

Opportunities to move forward

The client opportunities that need your attention next.

Coming up

New leads

My Activity Plan

Your agreed monthly activities and what to focus on next.

Manager Dashboard

Your advisers' production and goal progress. Your own book is under My dashboard.

Month to Date Production

Income Insurance production only — third-party business is not included.

Year to Date Production

Income Insurance production only — third-party business is not included.

Conversion

Counts of activity in the window, per adviser. Percentages compare each step with the one above it in the same window, so read them as a direction of travel rather than an exact rate. No client names appear here — the funnel is counts and stages only.

My upcoming meetings

Where to look next

Team Pipeline

Where every adviser's cases are sitting, and which ones have stopped moving.

Pipeline

Track each opportunity from first conversation to issued.

My Tasks

Follow-ups and next actions.

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Linked case activity is managed in Pipeline.

Meetings

Schedule meetings and record what happened.

Open Google Calendar

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Request a meeting with your manager

Coaching, a case discussion or a joint-fieldwork prep. Your manager confirms the time.

Figures & targets

The only numbers typed in by hand. Everything else is counted from what advisers do.

Import performance summaryInstead of typing them

ActualProduction achieved

What each adviser actually did. This is the table the performance summary imports into, and you can always type over any value.

Month

Figures accurate as at

ActualMDRT / COT / TOT production

The insurer's report runs about two months behind, so the total is the last official report plus the closed months you have counted since — normally two. The month in progress is not counted until it ends. Move the report month forward when a newer one arrives and the months it now covers drop out of the total on their own; they stay on screen, greyed, as a record.

Method

Official report covers up to

Fill a month's Income Insurance figure from a Performance Details file: Or fill the official figure for the whole team from the MDRT Tracking file:

TargetMDRT / COT / TOT targetsSame for every adviser

Year

One set of targets for the whole team. Commission and Premium are alternative ways to qualify — an adviser needs to hit either, not both.

TargetWhat they're aiming for

What each adviser is aiming at. Nothing here is ever imported or counted as production — it is only what the actuals above get measured against.

Month

Production targets

Activity targets

Client meetings and qualified opportunities are no longer set here — the activity plan suggests them and the adviser commits to a number, which becomes their target. Cases submitted and new clients have no target at all: they are outcomes, and the production goal above already covers them.

My Leads

Track and follow up on your leads.

“Some will. Some won’t. Some are waiting.”

Team Activity Plan

Review PlanWise's estimate, propose a workable plan and send it for adviser agreement.

Adviser Effective period

1 Goals and current progress

Annual goals, progress to date and the monthly production still needed.

5 Conversion assumptions

Blend measured history automatically ~~A manager override remains in place until you remove it.~~

6 Historical performance

Propose monthly meeting targets

Send plan to adviser

My Performance

Where your year stands, and what it will take to finish it.

Team Pulse

Celebrate wins. Stay connected. Grow together.

Your Team Standing

See how you're progressing, where you stand and what to focus on next.

Top 5 Standings

Recorded Income Insurance production

Team Production

Who is behind, and by how much. Only you and the owner see this page.

Who needs attention

MDRT / COT / TOT Progress

Targets are set once, under Figures & targets.

Standings board

Rank by

What advisers see

Show actual figures to advisers Off: advisers see the top five by name and rank, plus their own number. On: the top five's figures are shown too. Either way an adviser only ever receives the top five and their own row — the rest never reaches their browser.

Team data

Who is on the team, which unit they are in, and the facts about them that aren't performance.

Team members

Hiding removes someone from team production, standings, the figures and targets grids and every adviser picker. Nothing is deleted and their name still shows on records they already own. It does not stop the account signing in — for that, delete the user under Authentication → Users in Supabase.

Assumed conversion

The Activity Plan works backwards from each adviser's production goal through conversion rates. Until an adviser has enough history of their own, these are the rates it uses — your assumptions, not measurements, and the page says so wherever they appear. Because it is a ratio chain, one set covers everyone and still asks more of a bigger goal. All six are needed: a half-filled chain stops part-way and cannot produce a plan.

Long absencesThe exception, not routine upkeep

Start dates and birthdays are in Personal details below — one line per adviser, typed once.
This panel is only for a month somebody will largely not be selling. Press Save below — nothing is written until you do.

Personal details

Only you and the owner can see this. Advisers can see and edit their own. Don't put NRIC, bank or CPF details here — PlanWise has no use for them, and a table that holds them is a table worth stealing. Those belong wherever your HR records already live.

Birthdays

Team Leads

Leads you have handed out, and the ones still waiting. Anything an adviser found themselves stays theirs.

This page shows your pool and the leads you assigned — not leads your advisers added themselves. Advisers see an assigned lead the next time they open PlanWise, on their dashboard and their Leads tab; a returned lead comes back to your unassigned pool.

Select all none selected

Lead sources

Where your leads come from — the firm, the branch, a unit, or your own.

Firm-wide sources are set by your manager and shared by everyone. Anything you add here is yours alone.

People

View and manage every prospect and client in one place.

Upcoming birthdays

Birthdays in the next 30 days.

Messages open for review before sending.

Person

Details

Contact details

Full name

Mobile

Email

Lead source

Lead stage

Personal information

Date of birth

Gender

Marital status

Occupation

Client relationship

Client since

Last contact

Last review

Next follow-up

Work & history

History Recorded activities, completed tasks and meetings

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Dashboard

Opportunities to move forward

Coming up

New leads

Birthdays

My Activity Plan

Manager Dashboard

Month to Date Production ‹ › This month

Year to Date Production

Conversion

My upcoming meetings

Team Pulse

Where to look next

Team Pipeline

Nothing to show yet

By adviser

Pipeline

Not switched on yet

Opportunities & cases

My Tasks

Meetings

Request a meeting with your manager

Figures & targets

Import performance summaryInstead of typing them

ActualProduction achieved Import from spreadsheet ↑

ActualMDRT / COT / TOT production

TargetMDRT / COT / TOT targetsSame for every adviser

TargetWhat they're aiming for

My Leads

Team Activity Plan

Activity model back-testCheck it before anyone relies on it

My Performance

My Production Year to date This month ‹ › This month

My MDRT Tracking

Activity Completed

My Conversion

Team Pulse

Your Team Standing

Top 5 Standings

Top 5 by APE per case

Team Production

Names missing

Who needs attention

MDRT / COT / TOT Progress

Standings board

Team data

Team members

UnitsWho reports to whom

Assumed conversion

Long absencesThe exception, not routine upkeep

Personal details

Birthdays

Team Leads

Add a leadClose

Import leads from a fileClose

Lead sources

People

Add someoneClose

Upcoming birthdays

Person

Details

Tasks & follow-ups All tasks →

Important dates & occasions + Add date

Work & history

Month to Date Production

ActualProduction achieved

My Production

Add a lead

Import leads from a file

Add someone

Tasks & follow-ups

Important dates & occasions