Agent Scorecards

The Agent Scorecards tab (Agency Hub → Admin Overview → Scorecards) is the screen we built for the owner's morning standup. Each advisor gets a card that answers, at a glance:

• Are they on pace to hit their goal?
• What's their booking trend over the last 12 months?
• Which suppliers are working for them?
• Are they turning leads into bookings?
• Are clients coming back?

This is what differentiates JourneyFuse from competitors that show you raw numbers but never the story.

Anatomy of a Scorecard

Each card has six elements:

1. Goal ring (top-right) — a progress arc filled by revenue earned ÷ goal target for the period. Color flips green at 100%.
2. Pace badge — compares the agent's goal completion % against the period elapsed %. Examples:
   • "+12pts ahead" — earned 60% of the goal but only 48% of the period has elapsed
   • "-20pts behind" — 50% earned, 70% elapsed
   • "on pace" — within 5 points
3. Trailing-12 sparkline — monthly revenue, oldest to newest. Quick read of momentum without leaving the card.
4. Top suppliers — top 3 by revenue this period. Tells you which brand relationships are warm.
5. Conversion (90d) — lead → booked rate over the trailing 90 days. e.g. 33% — 1/3.
6. Repeat clients — % of currently-active clients (booked in the last 12 months) who have booked 2+ times ever with this advisor. e.g. 40% — 4/10.

Plus footer stats: active trips and open pipeline value.

Period Toggle

Switch between Month / Quarter / Year at the top of the tab. The whole grid recomputes:

• Goal target is whichever target was set for that period (separate goals for each).
• Pace math respects the new period bounds.
• Top suppliers + conversion are also windowed.

"Quiet this period"

Advisors with no bookings and no active trips drop into a collapsed list at the bottom. This is the coaching candidate list — people whose pipeline has stalled. Click into a name to start a 1:1.

Setting Goals

Goals are defined on the Sales Goals & Scoreboard screen, or per-agent from Settings → Advisors → "Set" button in the Goal column. The scorecard reads whatever was last saved for the current period.

Tip: Setting goals per period type lets you run quarterly contests and annual targets simultaneously. Each tab in the scorecard reads the period-matching goal.

Who Sees This

Owners and admins only. The tab is hidden for agents and support staff.

Each agent sees their own goal and pace inside their personal dashboard widgets, but only owners/admins see the full team grid.

Pace Math, Plainly

When you see "-20pts behind" — what does that mean?

Period: This month (May 1 → May 31)
Today: May 22
Period elapsed: 22/31 = 71%
Goal: $50,000
Earned: $25,500 = 51% of goal
Pace delta: 51% - 71% = -20 pts behind

If the advisor were "on pace," their earned % would roughly match the elapsed %. Twenty points behind at 71% elapsed means they'd need to close the gap fast to land at 100% by month-end.

Conversion & Repeat-Client Math

• Conversion (90d): of leads created in the last 90 days assigned to this advisor, how many are in stage won today. We use a fixed 90-day window regardless of the period toggle because lead cycles span many weeks and we want a stable denominator.
• Repeat clients: clients with a trip created in the last 12 months ("active") who also have 2+ trips ever with this advisor.

If an advisor has zero active leads, conversion shows —. If an advisor has zero active clients, repeat shows —.

What This Doesn't Do (Yet)

• Drill-down per card. Click a card and you go to the advisor's profile — but we don't yet expand a card inline to show the bookings making up the goal. Coming soon.
• Custom metrics. The 5 metrics are fixed today. We'd like to let owners pick which 3-4 metrics show on cards. Tell us if you want this.
• Per-card goals over time. The card shows current-period goal but no history; we'll add a goal-vs-actual mini-chart in a follow-up.

FAQ

My pace says "behind" but I'm crushing it — what gives? Pace compares percent-elapsed to percent-of-goal. If you closed 80% of your goal in the first 10 days of the month, you'd show "+47pts ahead". If you're behind even after a good week, your goal might be too aggressive — adjust the target.

Why are some suppliers shown as "Unspecified"? Bookings without a supplier_name filled in get bucketed as Unspecified. Best practice is to assign a supplier on every booking — this report is one of the reasons.

Can support staff see scorecards? No. Scorecards include commission/revenue details. Support staff never see financial data.