Dashboard
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⚡ Today's Activity Pulse
Pipeline by stage
Weighted forecast
Recent activity
Top deals
Contacts
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| Name | Company | Phone | Location | Buyer | Portfolio | Status | Re-engage | Deals |
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Pipeline
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| Deal | Champion | Product | Buyer | Value | Prob | Weighted | Stage | Close | Loss reason |
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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
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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.
Double Lock Tracker
Commission earned only when BOTH locks are green
📋 Commission Plan — Double Lock Rule
Commission is only earned when both conditions are met for each building:
🔒 Lock 1: Contract Signed
A binding commercial agreement signed by both client and Moca Energy.
🔒 Lock 2: Live on Platform
Building data-integrated and visible on the Moca Platform. Chase the tech team — this unlocks your money.
⏱ 90-day clawback: If a client leaves within 90 days of going live, commission is clawed back. Min payout £200/building, max £1,000/building. Commission = 20% Net ACV.
Both locked
0
earned
Contract only
0
awaiting go-live
In clawback window
0
within 90 days
Commission earned
£0
confirmed
Deals & buildings — Double Lock status
No deals in pipeline. Add deals in the Pipeline tab, then track their Double Lock status here.
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
Reverse-engineer your £100k bonus
Adjust the sliders to model your target earnings. The Live Pipeline panel above the sliders automatically reflects deals you have marked as Won in the Pipeline this month.
🔴 Live Pipeline
Auto-updates from Pipeline
Loading pipeline data…
⚙️ Deal Parameters
£450
20
4
40%
£150
£0
Monthly commission
£0
Annual commission
0
Buildings / month
📊 Monthly Earnings Ramp — path to £100k
Sequence Tracker
Multi-touch outbound cadences per prospect
🎯 Today's touches
Loading…
Active sequences
No sequences yet. Add contacts and track your cadence.
Call Prep
90-second brief before every call
📋
Select a contact above
Your call brief will auto-fill from their contact card
Objection responses
Add objections in the Objection Library first
Objection Library
Your best rebuttals — gets smarter over time
You will hear the same 6–8 objections repeatedly. Document your best responses here so you handle them consistently, not improvised.
No objections logged yet.
Commission Forecast
Expected vs confirmed vs at-risk earnings
Confirmed earned
£0
Both locks green
Expected
£0
Pipeline deals ×60%
At-risk clawback
£0
Within 90-day window
Confirmed commission — Double Lock complete
No deals with both locks yet.
Pipeline commission — deals in progress
No open deals in pipeline.
Onboarding alerts — contract signed, not yet live
No deals awaiting platform onboarding.
Weekly Scorecard
Your performance data for salary reviews
After 12 months this page becomes your salary negotiation pack. Every number is yours — Moca doesn't generate this data for you.
Calls this week
0
Emails this week
0
Meetings booked
0
Deals advanced
0
Commission confirmed
£0
Both locks green
Pipeline value
£0
Open deals
Win rate
0%
All time
Weekly history
Activity history will appear here as you log calls, emails and meetings.
Import & Export
Import contacts from CSV
Required: name. Optional: company, email, phone, location, buyer_type, portfolio_sqft, compliance_trigger, trigger_date, reengage_date, status, source, notes, tags
📂
Click to choose CSV or drag & drop
Export data
Restore backup