DASHBOARD
FOLLOW-UPS · ACTIVE & NEW LEADS
GOALS · ON TRACK / OFF TRACK
CALENDAR
What's due, by day. Click any day to add your own.
SunMonTueWedThuFriSat
UNSCHEDULED · NO DATE YET
EOS SCORECARD
Your weekly scorecard. Each Friday, click the highlighted week column and enter each measurable's number. Cells turn green at goal, red when they miss. Click Owner or Goal to set them, or + Add measurable at the bottom.
HEADLINES
Customer & employee good/bad news — a sentence each, a heads-up not a discussion. Type one and send it where it belongs: → Issue if it needs to be worked, → To-Do if it's just a task.
📣
Headlines themselves aren't stored — the ones that matter become an Issue or a To-Do above. Keep it fast.
MEETING HISTORY
Every concluded L10 is logged here with its rating and a snapshot. Aim for an 8+ average.
QUARTERLY ROCKS
Your 90-day priorities — one owner per Rock, reviewed at quarter end. Click the status pill to cycle On Track → Off Track → Done → Not Done. Click a title, owner, or quarter to edit.
ISSUES LIST
The IDS board for your L10 — Identify, Discuss, Solve. Drag issues by the ⠿ handle to rank them (top = tackle first). Drag one into Discuss Later, or hit Later, to push it to a future meeting. Click Solve when it's handled.
TO-DO LIST
Action items from the L10 — short, this-week commitments (not Rocks). Check the box when it's Done. Click a title, owner, or due date to edit.
ACCOUNTABILITY CHART
One seat, one accountability. Click a seat name, the holder, or the roles to edit. OPEN SEAT (amber) = unfilled. Use + Seat under to add a report below any seat.
VISION / V/TO
Your one-page vision. Click any value to edit, + Add to add a line to a section. This is the EOS V/TO — Core Values, Core Focus, targets, marketing strategy, and the 3-Year Picture.
✅ Update sent to customer successfully.
WEEKLY FIELD UPDATE
✅ Call logged as a new lead.
LOG A CALL/LEAD
Paste the answering-service message, hit Paste and Fill, glance it over, and add. Junk calls never have to make it in.