Salespeople
Every cell is status-coloured by its own benchmark. Attribution before Jan 2019 is flagged, not hidden.
Team net sales MTD
$805k
of $870k target
To go
$65k
Reps at target
2/5
Days left
10
Daily run-rate needed
$6,458
Top three this month
Team is at 93% of the $870k monthly target
Leaderboard
Net sales MTD · attributed reps
Team performance
Against the benchmarks you set
32.6%
Quote conversion
32
Follow-ups owed
12
Incomplete files
$805k
Team net sales MTD
4.4% vs prior month
83
Open quotes carried
9 aged past benchmark
5
Attributed reps
League table
Click a rep for their profile and attention queue
| # | Rep | Yard | Net sales MTD | Target pace | Quotes made | Accepted | Acceptance rate | Avg order | Open quotes | Follow-ups owed | Incomplete files | Trend |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Dana Whitfield* | Cathy | $238k | 108% | 34 | 14 | 41% | $17k | 14 | 3 | 1 | |
| 2 | Marcus Boyd* | Cathy | $198k | 90% | 42 | 14 | 33% | $14k | 22 | 9 | 3 | |
| 3 | Priya Nair | Northgate | $154k | 103% | 29 | 11 | 38% | $14k | 11 | 2 | 0 | |
| 4 | Tom Reyes* | Lakeside | $119k | 70% | 45 | 10 | 22% | $12k | 27 | 14 | 6 | |
| 5 | Grace Lund | South Port | $96k | 88% | 24 | 7 | 29% | $14k | 9 | 4 | 2 |
Target pace: 100%+ good · 85%+ watch · below, breach. Follow-up bands: ≤3 good · ≤8 watch · >8 breach. Conversion bands: ≥35% good · ≥28% watch · below, breach. Stale = over 7 days.
Most valuable open quotes
Biggest money still on the table, and who is sitting on it
| # | Customer | Quote | Rep | Value | Age | Stage |
|---|---|---|---|---|---|---|
| 1 | Redpath Mining Services | Q-10391 | Tom Reyes | $34,750 | 14d | No contact route |
| 2 | Ironbridge Civil | Q-10288 | Marcus Boyd | $21,300 | 47d | No contact route |
| 3 | Redpath Mining Services | Q-10315 | Tom Reyes | $18,400 | 26d | No contact route |
| 4 | BlueHill Construction | Q-10380 | Dana Whitfield | $15,700 | 6d | Live — in play |
| 5 | Meridian Earthworks | Q-10405 | Grace Lund | $11,240 | 4d | Live — in play |
| 6 | Ironbridge Civil | Q-10322 | Marcus Boyd | $9,150 | 21d | Chase — aged |
| 7 | BlueHill Construction | Q-10412 | Dana Whitfield | $8,240 | 3d | Live — in play |
| 8 | Cascade Haulage | Q-10370 | Priya Nair | $6,800 | 9d | Chase — aged |