Your client overview. Click any client to view their dashboard.

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Leaderboard

Year-to-date rankings across all clients. Click any column header to sort.

Period:

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Zoom Import

Paste a session summary or transcript. If it covers multiple clients, Claude will split them — you confirm each before saving.

Client (if known)

Import Client

Upload a client's Road Map spreadsheet. Review everything before saving — nothing is written until you confirm.

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Drop spreadsheet here

or click to browse — .xlsx files only

Company HealthAlign5

Priorities

Recent Activity

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Client Settings

Update this client's profile, brand, goals, and vision map content.

Profile

Full Name

First Name

Email

Business

Sends a magic-link email to the address above. Works for first-time invites and resends.

Industry

Current Quarter

Brand Colors

Primary Color (hex)

Accent Color (hex)

Logo URL (optional — paste a public image link)

Driver Inputs — enter these, everything else calculates

Net Profit Target ($)

Avg Purchase Price ($)

Commission Rate (%)

Tax Rate (%)

Expense % of GCI

Plan Type

Broker Cap ($)

Annual amount paid to broker once cap is hit (e.g. KW $15K)

Broker's %

Enter the broker's portion — e.g. 30 for a 70/30 split. Used pre-cap on cap plans, or as the flat % on commission plans.

Business Split

Buyer Transactions %

Seller Transactions %

Has Team

Team Share of Transactions %

Cost of Sale % (Team Agents)

Enable ISA Tracker

Adds an ISA Activity section to the daily tracker for this client (incoming calls, follow-ups, new leads, etc).

Conversion Rates — bottom of funnel (by side)

Sell Side

% Agreement to Close

% Appt to Agreement

Buy Side

% Agreement to Close

% Appt to Agreement

Top of Funnel

Contacts per Appointment

Dials per Contact

Lead Gen Days/Week

Vision Map

Vision Quote

Core Focus

Long Game (5-10 Year)

3-Year Map

1-Year Map

Growth Game

Resistance Areas (comma separated)

Quick Links

Add links to external tools, dashboards, and resources for this client.

Label

URL

Contacts YTD

—

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Appointments YTD

—

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Agreements

—

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Closed YTD

—

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Numbers

Marketing & Social

Recent ActivityLive

Align5 Health

Tap any pillar to update

This Week's Priorities

Financial Snapshot

Vision Map

Purpose, values, long-term picture, and quarterly priorities in one place.

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Core Focus

1-Year Map

3-Year Map

Growth Game

Long Game (5–10 Year)

Known Resistance Areas

Business Numbers

Your production funnel, progress to goal, and model assumptions.

Activity Tracker

Log your daily production and social activity. Syncs instantly across all devices.

Today's Date:

Log Daily Activity

Team Member

Entry Date

Dials / Messages

Contacts Made

Appointments Held

Seller Appointments

Buyer Appointments

Agreements Signed

Listing Agreements

Buyer Brokerage

Pipeline & Closings

Under Contract

Closed — Seller

Closed — Buyer

Notes (optional)

Recent Daily Entries

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Performance Pulse

Goal vs. actual across every time period. Know exactly where you stand.

At a Glance

Company Health — Click to Update

Tap any pillar to cycle: Winning → Caution → Off Track

Year to Date vs YTD Goal

Priorities

Weekly focus and quarterly commitments.

Weekly Priorities

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Resistance Release

Surface resistance, align on the truth, release into action.

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Surface resistance, align on the truth, and release into action.

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Session Notes

Summaries and insights from your coaching sessions.

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Financials

Your complete profit & loss picture. Updated as you go.

Profit & Loss Summary2026

Revenue Entries

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Systems & Processes

Documented playbooks and processes that keep the business running consistently.

Core Playbooks

Playbook Name

Workflow / Steps

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Client Touchpoints

Events

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Team

Everyone on your team. Names here populate the Team Member dropdown in the Daily Tracker.

Team Members

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Resources

Quick links and shared documents. Add anything you reference often.