DASHBOARD
GOALS · ON TRACK / OFF TRACK
FOLLOW-UPS · ACTIVE & NEW LEADS
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.
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 list for your L10 — Identify, Discuss, Solve. Drop a stuck Rock here with ➭ Issue, or add one directly. Click Solve when it's handled. Click a title, owner, or notes to edit.
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.
MEETING HISTORY
Every concluded L10 is logged here with its rating and a snapshot. Aim for an 8+ average.
✅ Call logged as a new lead.
LOG AN INCOMING CALL
Use this when the answering service emails a call, or when someone phones in. It drops straight into the pipeline below.
Copy the Fagan call message, paste it here, and tap Paste and Fill. It fills the fields below, just review and Add.