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.
Month in Review
Won deals attributed by Contract Start Date. Fall Out opps excluded from revenue.
Pacing to Goal
Held pitches = appointments marked completed, paced across the calendar month:
expected @ pace = (business days elapsed / total business days) × goal.
Revenue = CSD-attributed dollars (start in the month = 100% of first billing;
prior month's 15th rolls in 50% of subsequent billing). Revenue is paced against the
selling window — rather than the calendar month,
because a deal signed in the first week still carries a 1st-of-month start date.
Pacing % = actual / expected.
Daily Recap
Auto-generated from the deals below. Rollover deals (15th-CSDs from prior month) are excluded from counts to match how you write the recap by hand. Risk section is omitted — add it manually.
Won Deals
Click a column header to sort. Click a row to set its color status (admins only). Notes are free text.
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.
Appointments joined to opportunity outcome
Cohort Wins = wins from opps that were also pitched in this window (funnel math). Total Wins = all wins with CSD in this window, regardless of when the pitch happened.
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 = Appointments × 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.
Legend
Day Route
Couldn't Map
Suggest an improvement
Something you'd like this tool to do, or something that looks wrong? Send it over. These go straight to the admin team — nobody else sees them.