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Dashboard Manual Entry

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Week

1 · Weekly numbers to type

For the week above.

2 · Accounting: aging clients

For the week above. Aging % is calculated: total for aging clients ÷ total paid.

3 · TM retention

Type the retention rate for a date. Retention % and retention per month are calculated from the start date.

4 · Targets and limits

Weekly target for sales activations (15), month target for 1:1 coaching calls, and the aging limit.