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Book of Business: Your Whole Database, Scored

Updated July 3, 2026

Book of Business is your whole database as Ace's model suite reads it — Win Scores, churn risk, opportunity classes, revenue, and where you rank. It answers: what is my book actually worth, who's about to churn, and where are the opportunities I'm sitting on? It has four tabs: Portfolio, Revenue & Rank, Model Quality, and Analyst Council.

Book of Business Portfolio tab with contacts-scored KPI, churn-risk donut, Win Score distribution, opportunity classes, seller intent tiers, and a ranked opportunity radar
The Portfolio tab reads your whole book — Win Score distribution, churn mix, opportunity classes, and seller intent tiers.

Portfolio tab

The top tiles show how much of your book is scored ("Contacts scored N of M in book — full book"), your average Win Score, modeled GCI (est.), GCI at risk (est.), and active signals. Below, four charts break down churn-risk mix, Win Score distribution, opportunity classes (At Risk, Active Buyer, Active Seller, Likely Seller, Nurture), and seller-intent tiers. Click a bar to open the Opportunity Radar drill.

The Opportunity Radar drill

The radar ranks your best moves right now — each with a reason (save the deal, re-engage a likely seller, a ready-to-buy contact) and a modeled dollar figure. Seller-intent scoring blends tenure, estimated home equity (always labeled "(est.)"), market appreciation, area signals, and the agent's own CRM seller notes; estimates draw on 30+ third-party data sources.

Opportunity Radar expanded showing ranked opportunities with save-the-deal and likely-seller labels and a by-agent opportunity table
Opportunity Radar: your highest-value next moves, ranked, with a per-agent breakdown of where the opportunities sit.

Model Quality tab — honesty as a feature

This tab shows total predictions, how many are outcome-graded, a predicted-vs-actual calibration chart, and predictions-by-win-band. In short: Ace grades its own predictions against what actually happened, so "Win Score 30" keeps meaning about 30%. It's the fastest way to build trust in the scores with a skeptical agent.

Five things to do here

  1. See your book's shape. Read the Win Score distribution — a heavy left tail means a lot of low-probability contacts to nurture or retire.
  2. Catch churn early. Use the churn-risk mix to size how many engaged contacts are about to go quiet.
  3. Work the radar. Open the Opportunity Radar and act on the top-ranked moves.
  4. Find likely sellers. Check the seller-intent tiers for re-engage-worthy past clients.
  5. Trust the scores. Show an agent the Model Quality calibration chart.

Frequently asked questions

Where did Opportunities / Opportunity Radar go? Into this Portfolio tab as the radar drill; the old /opportunity-radar and standalone Seller Radar admin page redirect here. See Where Did My Menu Items Go?

Is home equity a real appraisal? No — it's a conservative modeled estimate, always labeled "(est.)", never lien-level or appraisal-grade data.

Does the 0–100 seller score sync to Follow Up Boss? No. Only the Seller Tier is written to a FUB field, rolling nightly; the 0–100 score and its evidence live here in Seller Radar.

Last updated: July 2026

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