Pipeline Health (All Agents)

Lead Coverage

Team Snapshot

Agents in Your Unit

Sales figures below are scoped by Proposal Date to the selected range. Pending Payment and Renewals Due stay unfiltered (they're forward-looking pipeline signals), and the Open Tickets Follow-up list at the bottom always shows the current backlog regardless of this filter.

New Business vs. Renewal Business

Plan Mix

Includes the Group (Individual) / Group (Family) categories, each broken out by Company Name below.

Group Plans by Company

Payment Mode Mix

Lead Source Mix

Per-Agent Leaderboard

Per-Agent Leaderboard

Recent Submissions

Click a column heading to sort — including by Agent. Status is editable right in the table.

Open Tickets — Needs Follow-up

Every still-open IFG ticket, oldest first, so it's clear what's been sitting the longest. Not affected by the date filter above.

Sales figures below are scoped by Purchase Date to the selected range. Renewals Due/Overdue stay unfiltered (they're forward-looking pipeline signals), and the Open Tickets Follow-up list at the bottom always shows the current backlog regardless of this filter.

New Business vs. Renewal Business

Product Mix

Lead Source Mix

Per-Agent Leaderboard

Per-Agent Leaderboard

Recent Shop Link Submissions

Purchase Support Tickets

Open Tickets — Needs Follow-up

Every still-open Prepaid ticket, oldest first, so it's clear what's been sitting the longest. Not affected by the date filter above.

Leads/Calls/Emails/Saturation/Conversion are scoped by when the lead was created, the call was made, or the email was sent within the selected range. Sales are scoped by Purchase Date (Prepaid) / Proposal Date (IFG). Appointments are scoped by date of visit/appointment.

Team Comparison

Team Excellence is the org-wide rollup of every agent, so it always includes each real team's numbers too.

Leads

Every lead created in the selected range, broken down by where it came from and where it stands today.

By Source

By Status

Saturation

Per Agent

Calls & Emails

Calls by Disposition

Emails Sent by Team (Email Blast)

From the Email Blast tool — "Sent" is total recipients across every blast; Delivered/Opened/Clicked/Bounced are Brevo's tracked outcomes for those same sends.

Conversion

A lead "converts" the moment it's turned into a logged Sale (Prepaid or IFG) via the 🎉 Convert action on the lead.

By Team

By Agent

Sales

Appointments

HBC field visits (School/Business/LGU/Organization) plus call-booked appointments — the same merged calendar as the Appointments tab — scoped by date of visit/appointment within the selected range.

Leads, appointments, tasks, and disbursements are scoped by when they were created within the selected range. Active Seats, Contacts, Companies, and Attachments Stored are always all-time (a roster count and a storage footprint don't reset month to month).

Organizations (Multi-Tenant Foundation)

Every account will eventually belong to an Organization (one per paying subscriber) so each Agency's data stays logically separated from every other Agency's, while you keep cross-org visibility here. This is Phase 1: the schema, an organizations collection, and a one-time backfill so today's roster and their existing records get tagged as the first Organization. Nothing is enforced/restricted by org yet — firestore.rules only gets the org field wired in, existing access rules are untouched until a later phase turns enforcement on.

Initialize / Sync Organizations

Plan Quota Utilization

Every seat's base plan includes 500 leads and 200 document attachments per month, regardless of role. This estimates whether this project's roster is running inside or over that included quota — a signal for upsell (extra lead packs, Document Storage add-on) as much as for cost.

Usage by Agent

Per-seat activity in the selected range — useful for spotting which seats are driving the most load, and which are barely active.

Firebase Cost (not yet connected)

Actual ₱/$ Firebase spend (Firestore reads/writes, Cloud Functions invocations, Hosting bandwidth, Storage) isn't available here yet — it requires enabling Google Cloud Billing Export to BigQuery for this project, which takes about 24 hours to start populating after it's turned on. The numbers above are a usage-based proxy in the meantime, not real billing data.

Recipients

Pulled from every client (Sales) AND lead/prospect (Leads) across Prepaid, IFG, SME, and Corporate — agents see only their own book; managers see the whole team's, filterable by agent below. Only records with an on-file email address can be selected. If the same email exists as both a client and a lead, the client record is shown.

Compose Email

Merge fields: {{name}} (recipient's name), {{product}}, {{plan}}. These get replaced per-recipient when the email sends. Every email goes out under your own name (from your Profile) with replies routed back to your own inbox.

Message Include my email signature (Name/Title/Contact, Facebook/TikTok, and QR codes + links for my Prepaid Shop Link and MyMaxicare Quote Link)

New Email Template

Shared with every consultant — anyone can add one here, and use it to send a one-to-one email to a specific lead or client (not a blast). Merge fields: {{name}}, {{product}}, {{plan}}, {{agentName}}, {{agentCode}}.

Subject Message

The recipient's own email always goes in To. These are optional extras this template adds automatically every time it's used.

One-click adds the 10 routing templates from Quick Reference → Prepaid → Escalation Process Guide (Sales Invoice, Reference Codes, Membership Correction, QR/Deeplink requests, Refunds, LifeSaver updates, etc.). Safe to click more than once — existing templates with the same name are skipped.

Search Clients

Find any Prepaid or IFG client by name, email, phone number, Customer/Order Number, SH/MH Number, or Maxicare Card Number — across every agent's book if you're a manager. Click a result to open and edit that client's card directly.

Your Call Queue

Once you save a call from your queue, the next lead assigned to you appears automatically.

Next in your queue

How much of this territory has been contacted so far. "Covered" means at least one call has been logged (status is no longer New).

Import Leads (Excel / CSV)

Expected columns (any order, header names are matched loosely): Agent Name, Account Type (Individual, Family, Group, School, LGU, NGO, Business, or Organization — matched loosely by keyword, e.g. "Company" maps to Business), Organization Name, Contact Name, Title/Position, Contact Number, Email, Address, City, Area, Region. If Firebase and logins are set up, Agent Name should exactly match a registered team member's name or email (see the Team tab) so the lead lands in the right person's queue.

📱 Facebook Lead Ads: export straight from Meta — Ads Manager → Leads Center → select your form(s) → Download, or Meta Business Suite → Publishing Tools → Forms Library. Download promptly; Meta only retains leads for about 90 days. The exported CSV can be dropped in as-is: full_name (or split first_name/last_name), phone_number, email, company_name, job_title, campaign_name, ad_name, and form_name columns are all recognized automatically, and matching rows are tagged "Facebook" as their source for reporting.

New Prospects

Untouched leads — nobody has logged a call against these yet. Once one gets a disposition, it moves to the "Working Leads" tab automatically.

Click any row to edit its details or reassign it. Use the Log Disposition button for a quick first touch without opening the full call flow. Numbers marked Bad Number don't match a valid PH mobile (09XXXXXXXXX) or landline format; Duplicate means the same number appears on more than one record. Use "Scrub Contact Numbers" to auto-fix common formatting issues (missing 0, +63 prefix, stray spaces/dashes) in bulk.

Bulk Assign Leads

Assigns every lead currently matching the filters above (search, status, agent, region, area, city) to the agent(s) you pick here. Pick more than one agent to split the batch evenly (round-robin) — handy for dividing up an entire area or region across a team.

Assign Filtered Leads (0)

Working Leads

Every lead that's been touched at least once — working, scheduled, interested, or closed out. Fresh, untouched leads live in the New Prospects tab instead.

Click any row to edit its details, reassign it, or change its status.

Call Activity Overview

Call Log

Upcoming Appointments

Proposal Letterhead

Uploaded once, shared by the whole team — this image appears in the upper-right corner of every Letter of Intent and Prepaid Proposal PDF anyone generates.

Purchase QR Banner

Uploaded once, shared by the whole team — replaces the plain "Scan here to purchase prepaid Cards" box with your own branded banner. Your Life Saver (SVP) and Prima (Dashlab) QR codes get stamped directly onto the two blank squares in the image, so design it with two empty boxes side by side where you want the codes to appear.

These percentages position each QR code's top-left corner over the blank squares in your uploaded image. Defaults are pre-set to match the sample banner layout — generate a test proposal and nudge these if your own image places the boxes differently.

Save Positions

Letter of Intent

A short introductory letter to a prospective client, expressing Maxicare's intent to present a formal proposal. Downloads as a PDF you can send as-is.

Link an existing Lead (optional, auto-fills the fields below) Generate PDF

Prepaid Proposal

A formal proposal quoting a specific Maxicare Prepaid product for a prospective client, based on plan, price, and headcount. Downloads as a PDF.

Link an existing Lead (optional, auto-fills the fields below) Generate PDF 🎉 Client Accepted — Log as Sale

Scoped by Proposal Date. Commission is a flat 12% of the premium net of the 12% VAT (Net of VAT = Premium ÷ 1.12).

Visitors who used your MyMaxicare Quote Link (find it on your Profile tab, under My Sales Links) — each one lands here tagged 🧮 IFG, with the full plan they selected. "Contact Only" rows shared their details but haven't finished picking a plan yet — call them.

Click a column heading to sort. Status is editable right in the table.

Log a Sale

Convert from an existing Lead (optional) Riders (optional, each adds its own premium)

Effective Date auto-fills to 7 calendar days after Payment Date, but you can override it. Original Effective Date auto-fills from Effective Date the first time it's saved (it stays fixed after a renewal changes Effective Date) — also overridable. Follow-up tasks (proposal, application, APE advisory, billing, renewal) are created automatically the first time each relevant date is saved.

Log Sale

Sales Records

Click any row to edit it, change its stage, or delete it. Date range filters by Proposal Date; defaults to All Time so nothing is hidden unless you pick a range.

New Application

Generate & Download for Signature

Click any row to see the full application detail. Use Upload Signed Copy once the client has signed the downloaded PDF.

Log a Disbursement Voucher

Notes (optional) Log Disbursement

Bulk Import from PDF

Upload up to 100 Supplier's Analysis Sheet PDFs (the ones attached to Maxicare's "PAYMENT NOTIFICATION" emails) at once — each is read directly in your browser, matched against Maxicare's SAS template, and checked against your existing records for duplicates before anything is saved. This is best-effort text parsing, not OCR of a scan — it only works on the real digital PDF Maxicare emails, and anything it isn't confident about is flagged for you to enter manually instead of guessing.

Parse & Import Download Summary Report (PDF) Clear

Click any row to see the full line-item breakdown and attached proof documents.

My Cards

Three shareable cards, each built around one action — book a meeting, buy Prepaid, or get a MyMaxicare quote. Your photo, title, contact details, Agent Code, Facebook, and TikTok are the same on all three; only the QR code and accent color change. Copy or download each one as a picture to send straight to a prospect.

Card Theme

Pick a look, or upload your own background photo — applies to all three cards. A dark overlay is added automatically on custom backgrounds so your text always stays readable.

My 100 Prospects

Every Health Benefit Consultant builds a personal list of 100 people they know as their first prospecting queue. Download the template and fill it in, import a spreadsheet, or add people one at a time below — each entry becomes a real Lead in your Leads tab, ready to work like any other.

30-Day Activation Challenge

New Health Benefit Consultants get 30 days from approval to get fully set up and earn points along the way — CRM basics, prospecting, training, Facebook presence, and real production (proposals sent, plans sold). Facebook items are honor-system, no proof needed; sales items auto-verify against your actual CRM records. Prepaid and MyMaxicare sales challenges must close within 30 days — the SME sale gets a longer 90-day window since those deals take longer to close.

Activation Leaderboard

Team-wide points ranking for the 30-Day Activation Challenge. Everyone on the team can see this.

My Business Tracker

Your in-CRM version of the Wellness Partner Tracker — fill it in here instead of a separate Excel file.

Proposal Signature

This is what gets stamped onto every document you generate from the Proposal Generator tab (Letter of Intent, Prepaid Proposal). Your Name and Email are pulled automatically from your profile above.

This URL is what opens when someone clicks your signature image or scans its QR code on a generated PDF.

Signature Image (optional)

Not stamped on PDF proposals — these pull into your Email Blast signature only, alongside QR codes for your Prepaid Shop Link and MyMaxicare Quote Link.

Save Signature

My Booking Link

Share this link so prospects can request an appointment with you directly — every submission drops straight into your Tasks list. It's also the default Signature Link URL above until you replace it with something else.

Booking Availability

Set the days and hours you're open for appointments — your public booking link will only offer dates that fall within this schedule.

Open Days Save Availability

Google Calendar Sync

Connect your Google Calendar so your booking page also skips times you're personally busy — not just appointments already logged in Nexus. We only ever check free/busy status, never your event details.

Connect Google Calendar Disconnect

Hiring Interview Availability

Controls the days and times offered on the public Hiring Application form's Initial Interview picker — change this instead of asking for a code change whenever the schedule needs to move.

Open Days How far ahead can applicants book? (days) Save Interview Availability

My Sales Links

Keep these up to date so you can quickly copy and share them with leads. Both also get turned into "Scan here to purchase prepaid Cards" QR codes, printed under your signature on every generated Letter of Intent and Prepaid Proposal.

SVP (Life Saver purchase link) Dashlab (Prima purchase link) Save Links

Reports

Generate reports by product line. Content for each is coming soon — this is the shell for now.

Post an announcement your team (or everyone) will see below and must individually acknowledge, with the date and time they did so recorded.

Dashboard

Team Announcements

Post a supplemental training item your team (or everyone) will see below and must individually acknowledge, with the date and time they did so recorded.

Dashboard

Supplemental Training

Post a meeting notice or minutes your team (or everyone) will see below and must individually acknowledge, with the date and time they did so recorded.

Dashboard

Agency Meetings

Task Overview

Create Task

Agents: keep your own day organized — training, proposals, inquiries, or anything custom. Managers: create a task and assign it to one or more agents at once (e.g. roll a training or knowledge check out to the whole team), or leave it unassigned to keep it for yourself.

Notes / Details Link to Client or Lead (optional) Create Task

Tasks

Click any row to see full details, edit, or delete it. Use the ✓ button to mark a task done in one click, or "Add to Calendar" to download a meeting/reminder invite for it.

Ticketing Dashboard

Create Ticket / Task

Agents: raise a ticket for your manager about a task or follow-up you'd like handled. Managers: create a ticket or task and assign it to an agent.

Description Link to Client or Lead (optional) Submit

Tickets & Tasks

Appointment Overview

Every HBC's scheduled and past visits — plus appointments booked straight from a call — in one shared calendar, so the whole team stays aware of what's happening, not just managers.

Log an Appointment

Assigned HBC Notes Log Appointment

Click any row to see full details. Logged visits can be edited or deleted here; call-booked appointments (📞) are edited from the Call Log or lead instead. Use "Add to Calendar" to download an invite.

Upcoming Appointments

Previous Appointments

Nexus University

Test your product knowledge with proficiency quizzes — retake anytime. Every attempt is scored and logged, so you (and your manager) can track your progress over time.

Pending Access Requests

Agents who submitted "Request Access" show up here until you approve or reject them.

Manage Teams

Group agents into teams so you can filter everything below by team. You still see and manage data across all teams from here.

Add Team

Assigning a Manager to a team scopes that team's MyMaxicare proposal emails to CC only that manager, instead of every manager account.

MyMaxicare Reference Documents

The Application Form and Brochure & Rates guide linked in every MyMaxicare proposal email. Upload a new PDF here any time Maxicare updates either document — no redeploy needed, it goes out on every proposal email from that moment on.

Productivity

Coaching & Mentoring

Overdue callbacks highlight who may need a follow-up on discipline; the disposition mix shows how the whole team's leads are trending.

Per-Agent Breakdown

Scopes the Follow-ups Due and Upcoming Appointments tables below by due/appointment date, so they don't grow unbounded over time.

Follow-ups Due (All Agents)

Appointments (All Agents)

Call-booked appointments and logged HBC field visits (School/Business/LGU/Organization) now live together in one merged, team-wide calendar — upcoming and previous, in one place.

Go to Appointments →

Add Team Member

Creates their sign-in account and assigns their role. You'll stay signed in as yourself.

Create Account

Hiring Application Link

Send this to a prospective agent. They'll fill out the questionnaire and pick an Initial Interview slot (5:00 or 5:30 PM, one shared daily calendar).

Objection Handling

Disposition Codes

Code	Definition	Required Action
Interested – Email Sent	Teacher engaged, gaps identified, pitch materials emailed	Follow up within 3–5 business days (required)
Interested – Callback Requested	Needs more time / must check with decision-maker	Set callback date (required); log decision-maker name
Interested – Appointment Set	A specific meeting/visit has been scheduled	Set appointment date & time (required)
Not Interested	Satisfied with current provider or declines	Log reason; nurture in 6–12 months
Unanswered	No one picked up / not reachable	Set next follow-up date (required) — lead returns to queue
Wrong Number	Number inactive or wrong person	Flag for data cleanup
Do Not Call	Explicitly requests no further contact	Add to DNC list immediately

Compliance Reminder

Confirm the contact is speaking voluntarily and may end the call anytime. Handle personal/health information per the Data Privacy Act of 2012 (RA 10173) – get verbal consent before recording sensitive details. Honor "do not call" requests immediately.

Trash Bin

Deleted Sales and Leads land here instead of disappearing outright. Restore anything within 30 days of deletion — after that it's gone for good. Managers see everyone's deleted records; agents see their own.

Firebase Connection Status:

This deployment already has a Firebase project baked in by default, so it connects automatically for everyone who opens the live link – no per-device setup needed. The box below is only for switching to a different Firebase project later, or if you're testing this file locally before deploying.

1. Go to console.firebase.google.com and create a project (takes ~1 minute).
2. In the left menu: Build → Firestore Database → Create database. Choose a location and start in test mode (or set the rules below).
3. Click the gear icon → Project settings → General, scroll to "Your apps", click the web icon </>, register an app, and copy the firebaseConfig object it shows you.
4. Paste that config into the box below and click Save Configuration. It's saved in this file's local storage on this computer – no code editing required.
5. Enable logins: left menu → Build → Authentication → Get started, then enable the Email/Password sign-in provider.
6. Create the first Manager account (one-time, done manually since no one is signed in yet to create it from inside the app):
   1. Authentication → Users → Add user — enter your email and a password.
   2. Copy that user's User UID from the table.
   3. Firestore Database → Start collection → collection ID users → document ID = the UID you copied → add fields: name (string), email (string), role (string, value manager).
   After that, sign in with that email/password in this app, open the Team tab, and add the rest of your agents from there — no more manual console steps needed.
7. Recommended Firestore rules (Firestore → Rules tab) — this restricts agents to only their own leads and calls, lets a manager see everything, and lets a brand-new visitor create only their own pending access request via "Request Access" (they cannot grant themselves manager or approved status):

   rules_version = '2';
   service cloud.firestore {
     match /databases/{database}/documents {
   
       function signedIn() { return request.auth != null; }
       function myRole() {
         return get(/databases/$(database)/documents/users/$(request.auth.uid)).data.role;
       }
       function isManager() { return signedIn() && myRole() == 'manager'; }
   
       match /users/{userId} {
         allow read: if signedIn();
         allow create: if isManager() ||
           (signedIn() && request.auth.uid == userId &&
            request.resource.data.role == 'agent' &&
            request.resource.data.status == 'pending');
         allow update: if isManager() || (signedIn() && request.auth.uid == userId);
         allow delete: if isManager();
       }
   
       match /teams/{teamId} {
         allow read: if signedIn();
         allow create, update, delete: if isManager();
       }
   
       match /tickets/{ticketId} {
         allow read, create: if signedIn();
         allow update: if isManager() ||
           (signedIn() && (resource.data.createdByUid == request.auth.uid || resource.data.assignedToUid == request.auth.uid));
         allow delete: if isManager();
       }
   
       match /leads/{leadId} {
         allow read, update: if isManager() ||
           (signedIn() && resource.data.assignedAgentUid == request.auth.uid);
         allow create: if isManager() ||
           (signedIn() && request.resource.data.assignedAgentUid == request.auth.uid);
         allow delete: if isManager();
       }
   
       match /calls/{callId} {
         allow read, update, delete: if isManager() ||
           (signedIn() && resource.data.agentUid == request.auth.uid);
         allow create: if signedIn();
       }
     }
   }

   If your Rules tab still has an older version (missing the teams or tickets match blocks, the self-signup create clause, or delete on calls), paste this updated version in and click Publish — otherwise "Request Access" sign-ups, Teams, Tickets, or deleting a call record will fail with a permissions error.

Paste your firebaseConfig object here (the whole { ... } block):

Email Notifications for Access Requests (Optional)

When an agent submits "Request Access," we can email you automatically using a free service called EmailJS — no backend server needed. One-time setup:

1. Go to emailjs.com and create a free account.
2. Email Services → Add New Service → connect your inbox (e.g. Gmail) → copy the Service ID.
3. Email Templates → Create New Template. Set "To email" to your own address, and use variables like {{agent_name}}, {{agent_email}}, {{agent_code}}, {{date_coded}} in the subject/body. Copy the Template ID.
4. Account → General → copy your Public Key.
5. Paste the three values below to test on this device, then send them to Claude so they can be baked permanently into the live app for every visitor's device.

EmailJS Public Key

Clean Up Duplicate Call Records

Before repeat calls to the same lead were merged automatically, every retry created its own row in the calls log — the same organization could end up with several near-identical entries. This scans for those and lets you merge each group down to a single record (with an attempt count) instead of hunting for them one by one. This only affects old data; new calls already merge on their own.

Scan for Duplicates