Agency Production Tracker

Connect your database

This tracker uses Supabase (free) so all agents sync to the same live dashboard. Takes about 3 minutes to set up.

Step 1

Go to supabase.com, create a free account, then click New project. Name it anything (e.g. "agency-tracker").

Step 2

In your project, click SQL Editor in the left sidebar, then run this query:

create table entries ( id bigint generated always as identity primary key, created_at timestamptz default now(), date date not null, agent text not null, dials int default 0, contacts int default 0, appts_set int default 0, appts_held int default 0, presentations int default 0, apps int default 0, policies int default 0, premium numeric(12,2) default 0, commission numeric(12,2) default 0, constraint entries_uq unique (date, agent) ); alter table entries enable row level security; create policy "open" on entries for all using (true) with check (true);

Step 3

Go to Project Settings → API. Copy your Project URL and anon public key and paste them below.

Project URL

Anon public key

Your credentials are saved only in this browser.

View As of

Leaderboard — premium

Team premium by month

Goal vs actual — this period

Agent View As of

Goal vs actual

Premium by month

Date

Agent	Dials	Contacts	Appts set	Appts held	Pres.	Apps	Policies	Premium ($)	Commission ($)

Rows with all zeros are skipped.

Agent Sort

Date	Agent	Dials	Contacts	Appts set	Appts held	Pres.	Apps	Policies	Premium	Commission	Contact%	Close%

View As of Sort by

Agent	Dials	Contacts	Contact%	Appts set	Appts held	Show%	Pres.	Apps	Policies	Close%	Premium	Commission

Agent names

Monthly goals (team-wide)

Dials

Contacts

Policies

Premium ($)

Commission ($)

Appts set

Appts held

Presentations

Apps submitted