Dashboard
—
Pipeline by stage
Weighted forecast
Recent activity
Top deals
Contacts
—
| Name | Company | Phone | Location | Buyer | Portfolio | Status | Re-engage | Deals |
|---|
Companies
—
Pipeline
—
| Deal | Champion | Product | Buyer | Value | Prob | Weighted | Stage | Close | Loss reason |
|---|
Activities
Revenue targets
Analytics
📈 Performance
Monthly won revenue (last 12 months)
🗂 Snapshot Archive
Sales funnel
Buyer type
Product (Agent vs Flow vs Both)
Lead source
Deal value by stage
Loss reasons
Activity breakdown
Top contacts by deal value
Compliance triggers
Re-engage queue
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Meeting Tracker
Your #1 KPI — qualified meetings booked for the founder
This month
0
meetings booked
Held
0
founder attended
Converted
0
to pipeline deal
Conversion rate
—
held → deal
🎯 Your role: book qualified meetings with decision-makers
Target buyer typesProperty managers · Asset managers · Managing agents
Founder joinsAll calls after initial qualification
Commission triggersContract signed + building live on Moca platform (Double Lock)
No meetings logged yet. Use + Book meeting to track your first qualified call.
Events & Conferences
Track industry events, contacts met, follow-ups due
Target events: MIPIM · RESI · UK REiiF · GRESB Forum · RICS events · CIBSE · Local Bristol property networking.
Goal: 1–2 relevant contacts per event who become qualified prospects within 30 days.
Goal: 1–2 relevant contacts per event who become qualified prospects within 30 days.
No events logged. Use + Add event to track conferences and networking.
Commission Calculator
Model your earnings — configure your base salary in Settings
£0
Total this month
base + commission
£0
Base salary / mo
net take-home configured in Settings
£0
Commission / mo
paid month after trigger
£0
Projected annual
base + 12 × commission
🎯 Real ACV Calculator
Based on your contract
Your commission: 20% of Net ACV · min £200 · max £1,000 per building.
ACV = monthly subscription × 12 (excluding VAT, setup fees, hardware).
ACV = monthly subscription × 12 (excluding VAT, setup fees, hardware).
🔴 Live Pipeline
Auto-updates from Pipeline
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📊 Earnings Planner
Model how many deals/buildings you need to hit your income goals on top of your base salary.
£450
20
4
40%
£150
0
Buildings / month
📅 Monthly Total Earnings — base + commission ramp
Shows your combined income each month. Grey line = base salary only.
Import & Export
Import data from CSV or Excel
Supports .csv and .xlsx / .xls files. Required: name. Optional: company, email, phone, location, buyer_type, portfolio_sqft, notes, tags, status, source
Importing: Contacts — columns will be mapped automatically
📂
Drag & drop your file here
.csv, .xlsx or .xls — click to browse
Export data
Restore backup
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✉ New Email
Settings
Configure your profile, earnings, and preferences
👤 Your Profile
💷 Earnings Configuration
Set your salary and commission structure for the Commission Calculator
🏢 Company
⚙ App Preferences