My Dashboard — iPad · Personal Scorecard · interactive

Reports → My Dashboard. Three modules — Personal Scorecard, Monthly Volume Tracker, Monthly Personal Volume Calculator. Scorecard gauges fill to Actual / Goal — not yet met (red), met (green + check), exceeded (gold + star). Each module collapses via its chevron; ⓘ opens the KPI definitions. Matched to the CRM Figma. Sample data only.

9:41  Mon Jun 15●●●  100%
My Dashboard
Your business at a glance: how you're tracking this month, your volume to date, and where you're headed.
Dashboard Productivity
Personal Scorecard
MonthlyYearly
How you're doing this month
· June 2026% is Year to Date Comparison
Monthly Volume Tracker
· June 2026
$19,800
MTD Estimated Commissions
Rep type
$47,610
Monthly PV-Q
$7,500 to next commission 25%$2,000 to next bonus tier
$568,115
Yearly PV-Q
$1,250,000 estimated PV-Q
$29,800
Total Unsubmitted PV-Q
gross value of unsubmitted orders
Monthly Earnings· Trailing 12 months
$19,570
My Commission
22%
My Commission Rate
$200
T12M Bonus
Monthly Personal Volume Calculator
Monthly KPI
Avg last 12
Add
New total
My Average Order Value
$1,375
Projected Additional Volume
+$0 / month
Current Month PV $47,610
Productivity
Separate area — "Track Activity." Action counts (Today / This month / Lifetime) and the gamification model live here, not on the Dashboard.
To be designed next.