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iCoach Solutions
OPERATIONS DASHBOARD
Monday, June 23, 2026  ·  Week 26 of 52
RA
Raymond Arce
Leads This Month
0
↑ 24% vs last month
14 from AIOS automations
Appointments Set
0
↑ 18% vs last month
9 auto-booked by AIOS
Revenue This Month
$0
↑ 31% vs last month
On track for $18K goal
Policies Enrolled
0
↑ 12 YTD
Avg premium $1,240/yr
Pipeline FunnelThis month
Leads
18
18
Contacted
14
14
Appt Set
11
11
Quote Sent
8
8
Enrolled
5
5
Live ActivityAIOS feed
⚡David Warren — new lead captured, drip started2m ago
📅James Turner — appt booked Thu 11 AM8m ago
✉️Maria R. — follow-up email sent15m ago
📱3 social posts auto-scheduled FB · IG · LI22m ago
🏆Patricia Lee — enrolled · $1,100/yr1h ago
Content PerformanceLast 30 days
FACEBOOK
4.2K
Reach
↑ 38% engagement
INSTAGRAM
2.8K
Impressions
↑ 22% saves
LINKEDIN
1.1K
Views
↑ 41% clicks
Monthly GoalsJune 2026
Revenue Goal ($18K)0%
Enrollments Goal (8)0%
Content Posts Goal (12)0%
Appointments Goal (15)0%
Enrollments by Plan TypeYTD 2026
Medicare Advantage
7
$8,400/yr avg book
Supplement (Medigap)
3
$3,960/yr avg book
Part D Drug Plan
5
$1,800/yr avg book
Life / IUL
2
$4,200/yr avg book
AIOS LIVE
⚡ New lead David Warren — T65 Medicare enrolled in 3-email drip 📅 Appointment auto-booked: James Turner · Thu Jun 26 · 11AM 📱 3 posts scheduled · FB · IG · LI · optimal time window: 10AM Thu ✉️ Follow-up email sent to Maria Rodriguez — Medicare Advantage comparison 🏆 Patricia Lee enrolled — Medicare Advantage · $1,100/yr premium 📊 Content reach this week: 4,200+ impressions across platforms ⚡ New lead David Warren — T65 Medicare enrolled in 3-email drip 📅 Appointment auto-booked: James Turner · Thu Jun 26 · 11AM 📱 3 posts scheduled · FB · IG · LI · optimal time window: 10AM Thu ✉️ Follow-up email sent to Maria Rodriguez — Medicare Advantage comparison 🏆 Patricia Lee enrolled — Medicare Advantage · $1,100/yr premium 📊 Content reach this week: 4,200+ impressions across platforms