Field Intelligence

Opportunity Map

Client opportunities across North America — highlighted by estimated compensation impact.

Certified

WIP

Both

Top Impact

Total Opportunities

Est. Certified Opportunity

$250K

Est. WIP Opportunity

$450K

Est. Earnings Impact

North America // Opportunity Grid

Highlighted = top earnings impact3 pins

Alaska

Hawaii

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Client NameCustomer Number

CityState / Province

Opportunity Type

Est. Certified $

Est. WIP $

Priority

Confidence (0-100)Last Contact

Notes

Opportunity Ledger

Click a row or a map pin to highlight

Client	Customer #	Location	Type	Certified $	WIP $	Est. Impact	Priority	Notes
John Johnson	10291	Austin, TX· US	WIP	—	$200,000	—	Hot	Mentioned 401k rollover potential.
Mary Caldwell	18422	Tampa, FL· US	Certified	$150,000	—	—	Normal	CD money, requested follow-up.
Robert Greene	22901	Phoenix, AZ· US	Both	$100,000	$250,000	—	Urgent	Existing buyer, retirement funds and liquid cash potential.