| Keyed | Carrier | Plan | Plan type | ST | Agent | Status | Acquisition | Premium | Rate | Expected FYC | Renewal | Flags | Priced | ID |
|---|
Every dollar is EXPECTED revenue per Brandon's rate workbook as written (Spark Schedule A overrides for MA/MAPD, ancillary year-1 % of annualised premium, not prorated) — nothing has been verified against Spark AgentHub or the contract yet, and no carrier payout has been reconciled. careCycle owns status: In force = the tied careCycle policy is Active; Lost = terminated, future cancel, cancelled, declined; everything else is Submitted. A sale not yet in careCycle shows its EnrollHere status, marked "EH only". Pipeline = every counted sale not lost; Booked = counted sales active in careCycle. Shown, not counted = a $ exists but the rate is proposed / on hold / needs a carrier mapping. A sale with no rate or no plan-name alias shows $0 and a flag — the tracker never guesses. Agent commission is blank until comp rules exist. Team = the agent's current EnrollHere team tags. No member data exists in this tool.
Source: Brandon's workbook Spark_Ancillary_and_Schedule_A_2026-10-22.xlsx (transcribed from screenshots, unverified). A row prices sales only when its status is CONTRACT / CONFIRMED / ACTIVE; PROPOSED, ON HOLD and CHECK_CARRIER_MAP rows are computed but not counted. Verifying a row or changing a rate is an update on the warehouse table revenue.rate_card — the next pricing tick reprices everything.
| Line | Carrier | id | Product | State | Tier | Year 1 | Renewal | Status | Pays | Verified | Notes |
|---|