Link your account
Pick your role and send a request. Once it's approved, executives see the units assigned to them and managers see everything.
Requests to join
Executives
Only you, the owner, see all units. A linked executive sees only the units assigned to them. Units of executives who aren't linked yet stay visible to managers only.
Calling summary: FTD, MTD and YTD
Same figures as your Calling_Consent_Data Excel: calls up to 21 Oct 2026 from Calling_Consent_Data (August and September by month, October by day); from 22 Oct from calls logged in the app, per executive. Consents are counted per executive by consent signed date. YTD runs from 1 April. Change the date under "Calling activity by floor" to see an earlier day.
Consent progress by floor
Click a floor to list its owners with concerns below.Where owners stand, by floor
Each unit sits in one column: its meeting outcome if there is one, otherwise how far the calling got.
Calling activity by floor
Unique calls are counted once per owner on their start date; every later call is a follow-up. Connected, meetings and conditionally interested come from calls logged in the app. Consents use the consent signed date.
Executives by floor
Consents signed / units allocated.
Conditionally interested: owner concerns by floor
An owner can raise several concerns, so each owner is counted once under every concern they raised.
Monthly review PPT
Builds the Operation Review deck in the same design as the Sep 2026 review, with the chosen month's numbers taken from the tracker.
Consent targets and base unit figures
Targets feed slide 5. Base figures (units, SBA and carpet by floor, investors and traders) feed slides 4 to 7; they come from the inventory and only change when units are sold or cancelled. Consents, calls, meetings and concerns are always taken from the tracker.
Calling report
Executive scorecard
A unique call is an owner's first contact, counted once on their start date (day 1 of calling, including start dates from your Excel tracker). Every later call to that owner is a follow-up. Connected and meeting counts come from calls logged in the app. Consents come from the consent signed date. Calls up to 21 Oct 2026 are team totals from your Calling_Consent_Data report (August and September by month, October by day); from 22 Oct, when the app went live, each executive's calls are counted from the app. Consents are counted per executive from the consent signed date for the whole period.
| Unit | Owner | Phone | Floor | Market · Zone | Executive | Last call | Meeting outcome | Concerns | Next follow-up |
|---|
| # | Unit | Owner | Phone | Floor | Market · Zone | Executive | Consent signed date | Remarks |
|---|
Inventory
Reference only. Loading the inventory…
Import units
Upload an Excel (.xlsx) or CSV file. Columns are matched by name (Unit no, Executive, Floor, MKT, Customer contact, Call status, Conditionally interested 1 and 2, and so on). Allocation, floor, unit details and concerns come from the file. Call and meeting results come from the file only when its Current Date is later than the last call in the app, and a signed consent is never undone. Call history is kept.
Export
Download every unit with its latest status as a CSV, or all logged calls for a date range.
Calling report (Excel)
The Today calling report, executive scorecard and floor-wise activity use the same Calling_Consent_Data call figures up to 21 Oct and app-logged calls per executive from 22 Oct, so on-screen MTD and YTD match this Excel report.
Same layout as the Calling_Consent_Data workbook: Dashboard (FTD, MTD, YTD and month-wise), Call outcome (day-wise for the month), Executive wise (FTD / MTD / YTD per executive), Database and Consent. YTD runs from 1 April. Call figures up to 21 Oct 2026 come from your Calling_Consent_Data report (August and September as monthly totals, October day by day); from 22 Oct they are filled in per executive from calls logged in the app. Consents are counted per executive by consent signed date.