Everline Wealth (sample)
winning (4 to 5) on track (3) needs support (1 to 2) no rating, or none in ten days
T Team: red if anyone under you is red or hasn't reported, amber if anyone under you is amber, green otherwise.R Reporting: green if they checked in within ten days. a corner mark on a ring means they asked to talk about that dial.
Every dial here is self-reported. It shows what each person thinks, which is the baseline. Ground truth comes later from the work itself.
This week
25 dials · 5 seats · 0 not reported
11
winning
44%
11
on track
44%
3
needs support
12%
0
no rating
0%
44% of the company's dials are green. Start with the 3 red.
Who needs you
- Dana Whitfield asked to talk about Leads with a known source
- Kayla Nguyen red on First response inside four hours, Open requests older than three days
- Kayla Nguyen asked to talk about First response inside four hours
- Marcus Reed red on Client requests closed inside one business day
The org
Bonus board · Q4 2026
Green rate against the 90% line, 90% of weeks reported, per quarter. Self-reported, confirmed by a manager before it pays.
| Seat | Green rate | Reported | Reds | Bonus |
|---|---|---|---|---|
| Priya Shah Lead Advisor | 60% | 3 of 3 | 0 | 30% short |
| Gordon Vance Founder and CEO | 53% | 3 of 3 | 1 | 37% short |
| Dana Whitfield Marketing Manager | 27% | 3 of 3 | 1 | 63% short |
| Kayla Nguyen Client Service Lead | 27% | 3 of 3 | 6 | 63% short |
| Marcus Reed Chief Operating Officer | 27% | 3 of 3 | 3 | 63% short |