Skip to content

Vocal Knowledge Base

Active Clients (all)

Active Prospects (all)

Active Team (all)

Outstanding proposals → — every open proposal across both rosters, regenerated daily

To-do → — due lead touches, outstanding proposals, engagement ends, QBO overdues, and pending queue items, regenerated daily

Forecast → — company revenue/profit forecast with per-client detail pages, regenerated daily (current run only, no historicals)

Profit share calc → — payout rates, role mappings, and per-cycle payout outputs