Data Admin — YHSGR KPI System
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Active Pipeline
Lost / Withdrawn
Closed Sales History

Pre-Consult Sessions

All coaching pre-consult sessions — newest first. Use Open to view, Delete to permanently remove the page and all files.

Session Date URL Actions
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Edit YHSGR Target Values
Benchmark rates stored in MySQL — used across all dashboards
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Update Financials
Upload Quicken Tax Summary XLSX — 2025 Full Year or 2026 YTD
2026 YTD 2025 Full Year
Export from Quicken: Reports → Business → Tax Summary
Set date range, Subtotal by Category, click Expand All, then export to Excel (.xlsx).
✓ Default mode: new transactions are added, existing transactions are updated — manual overrides are preserved.
Financial Edits
Review, flag, or override individual Quicken transactions