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.
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: 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
- 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.
- Catch churn early. Use the churn-risk mix to size how many engaged contacts are about to go quiet.
- Work the radar. Open the Opportunity Radar and act on the top-ranked moves.
- Find likely sellers. Check the seller-intent tiers for re-engage-worthy past clients.
- 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.
Related articles
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article