ACE-weighted Persistency Rate — tap an agent for full audit breakdown
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Certificate-Level Audit
🔮 Prediction mode — In Force clients default to 0% (payment not yet confirmed). Tick ☑ each client you expect to collect from to see the projected rate.
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Client Name
Issue Date
Due Date
Pay Mode
ACE (RM)
Payment Method
Status
Classification
Reason
⚙️ GitHub Auto-Push
After importing the FWD xlsx, the dashboard will automatically push pr-data.json to GitHub so everyone sees the updated data.
Enter a GitHub Personal Access Token with repo write access. Stored on this device only.
