Team Scorecard
Current month-to-date vs the same number of business days into the prior month, computed per rep. Cells: green at/above baseline, yellow 5–15% below, red >15% below, gray insufficient data.
Show rate by dimension
Show rate trend
Day of week × Start time block
Show rate by Day of Week
Show rate by Start Time Block
Opportunities pipeline
Opportunity Aging by Stage
Days since most recent pitch for OPEN opportunities (won ≠ 1). High median = stale stage that may need attention. Stages with fewer than 5 open opps are excluded.
Pitches joined to opportunity outcome
Where should we focus?
Ranked by Wilson-LB win rate (Won/Proposals). Lower bound penalizes small samples so noise doesn't beat real signal.
Top performers
Bottom performers
Market Availability
Metro Area × Industry availability matrix. Filtered to metros ranked 1–100 by size. Green cells = available (>0), red cells = unavailable (≤0).
Availability matrix
Top 20 metros by availability for an industry
Revenue Calculator
Actual Won is the real count of opps booked in your date window (matches Salesforce). Projected Deals = Pitches × Show Rate × Proposal Rate × Win Rate (a modeling estimate). Revenue uses Actual Won by default; once you edit any rate or pitch count, the row switches to using Projected so you can model what-ifs. Reset restores baselines.
Field Schedule
Map of a rep's scheduled appointments by day. Pins are color-coded by pitch outcome. Hover for details. Addresses are geocoded on demand the first time you view them.