Team KPI Summary
Projected vs Goal
+112
CRUSHING
Reps vs Goal
5/ 16
BEHIND
11 of 16 on pace to clear unit goal.
10 of 16 on pace to clear volume goal.
Day 14 of 22 · 8 business days left
Units
262/300 goal
Proj. 412 +112
Volume
$11.81M/$15.00M goal
Proj. $18.55M +$3.55M
Power Rankings
Hover any profile bar for the dimension breakdown.
Attendance not tracked. Power Rankings use calendar working days. May not reflect actual performance.
Track attendance →
Production (35%)
Conversion (25%)
Volume $ (15%)
Reliability (15%)
Consistency (10%)
| # | Name | Profile | Focus | Status |
|---|---|---|---|---|
| 1 | Heather McLellen | 84.3 84.3 / 100 Production100.0% Conversion93.3% Volume80.0% Reliability53.3% Consistency60.0% |
↑ Production · ↓ Reliability | DOMINANT |
| 2 | Codi Hammar | 80.3 80.3 / 100 Production93.3% Conversion100.0% Volume60.0% Reliability33.3% Consistency86.7% |
↑ Conversion · ↓ Reliability | DOMINANT |
| 3 | Jonathan Lodato | 71.3 71.3 / 100 Production86.7% Conversion80.0% Volume46.7% Reliability26.7% Consistency100.0% |
↑ Consistency · ↓ Reliability | DOMINANT |
| 4 | David Menjivar | 66.3 66.3 / 100 Production66.7% Conversion66.7% Volume100.0% Reliability40.0% Consistency53.3% |
↑ Volume · ↓ Reliability | DOMINANT |
| 5 | Trevor Evans | 64.0 64.0 / 100 Production73.3% Conversion53.3% Volume93.3% Reliability20.0% Consistency80.0% |
↑ Volume · ↓ Reliability | DOMINANT |
| 6 | Kati Shaffer | 62.3 62.3 / 100 Production73.3% Conversion73.3% Volume53.3% Reliability6.7% Consistency93.3% |
↑ Consistency · ↓ Reliability | STAR |
| 7 | Luke Scrocca | 55.0 55.0 / 100 Production60.0% Conversion33.3% Volume73.3% Reliability53.3% Consistency66.7% |
↑ Volume · ↓ Conversion | CRUSHING IT |
| 8 | Chance Calton | 52.0 52.0 / 100 Production46.7% Conversion46.7% Volume86.7% Reliability46.7% Consistency40.0% |
↑ Volume · ↓ Consistency | CRUSHING IT |
| 9 | Max Havens | 44.0 44.0 / 100 Production53.3% Conversion26.7% Volume40.0% Reliability53.3% Consistency46.7% |
↑ Production · ↓ Conversion | GRINDING |
| 10 | Tony Rios | 42.0 42.0 / 100 Production20.0% Conversion86.7% Volume66.7% Reliability0.0% Consistency33.3% |
↑ Conversion · ↓ Reliability | GRINDING |
| 11 | Sam Scott | 39.7 39.7 / 100 Production40.0% Conversion40.0% Volume33.3% Reliability53.3% Consistency26.7% |
↑ Reliability · ↓ Consistency | GRINDING |
| 12 | Chris Antonio | 38.3 38.3 / 100 Production26.7% Conversion60.0% Volume26.7% Reliability53.3% Consistency20.0% |
↑ Conversion · ↓ Consistency | GRINDING |
| 13 | Brodie Davis | 35.0 35.0 / 100 Production33.3% Conversion20.0% Volume20.0% Reliability53.3% Consistency73.3% |
↑ Consistency · ↓ Conversion | GRINDING |
| 14 | Chris Frank | 14.0 14.0 / 100 Production6.7% Conversion6.7% Volume13.3% Reliability53.3% Consistency0.0% |
↑ Reliability · ↓ Consistency | NEEDS PUSH |
| 15 | Cristina Walsworth | 12.0 12.0 / 100 Production0.0% Conversion13.3% Volume0.0% Reliability53.3% Consistency6.7% |
↑ Reliability · ↓ Production | NEEDS PUSH |
| 16 | Aaron Buckley | 9.0 9.0 / 100 Production13.3% Conversion0.0% Volume6.7% Reliability13.3% Consistency13.3% |
↑ Production · ↓ Conversion | NEEDS PUSH |
Rep Table
Click any column header to sort. Yellow cells are editable.
| Name | Goal | Enrolled | Remaining | Goal % | Volume | Conv Rate | Calls <5min | Schedule (ET) | Tenure (mo) | Tier | Prior Goal | Prior Enrolled | Prior % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Chris Antonio | 25 | 13 | 12 | 52% | $627K | 11.32% | 5.41% | 9am-6pm | 12+ | M, H, VH | 20 | 30 | 150% |
| Cristina Walsworth | 20 | 8 | 12 | 40% | $351K | 6.54% | 13.16% | 10am-7pm | 4-11 | M, H, VH | 20 | 21 | 105% |
| Chris Frank | 20 | 9 | 11 | 45% | $493K | 5.11% | 11.76% | 10am-7pm | 4-11 | L, M | 20 | 17 | 85% |
| Aaron Buckley | 15 | 7 | 8 | 47% | $290K | 4.07% | 14.61% | 11am-8pm | 0-3 | L, M, H | 9 | 13 | 144% |
| Chance Calton | 25 | 17 | 8 | 68% | $1.1M | 9.74% | 16.10% | 9am-6pm | 12+ | M, H, VH | 20 | 25 | 125% |
| Tony Rios | 15 | 8 | 7 | 53% | $601K | 12.50% | 8.33% | 8am-5pm | 0-3 | M, H | 15 | 21 | 140% |
| David Menjivar | 25 | 19 | 6 | 76% | $1.6M | 11.49% | 21.54% | 9am-6pm | 12+ | M, H, VH | 25 | 24 | 96% |
| Kati Shaffer | 20 | 16 | 4 | 80% | $564K | 12.21% | 19.47% | 9am-6pm | 4-11 | L, M, H | 20 | 26 | 130% |
| Brodie Davis | 15 | 16 | ✓ Met | 107% | $472K | 8.43% | 6.21% | 10am-7pm | 0-3 | L | 15 | 23 | 153% |
| Codi Hammar | 20 | 22 | ✓ Met | 110% | $715K | 20.59% | 4.21% | 11am-8pm | 4-11 | L, M | 20 | 21 | 105% |
| Heather McLellen | 20 | 34 | ✓ Met | 170% | $1.2M | 17.74% | 10.06% | 9:30am-6:30pm | 4-11 | L, M | 20 | 29 | 145% |
| Jonathan Lodato | 20 | 22 | ✓ Met | 110% | $679K | 13.01% | 19.55% | 11am-8pm | 4-11 | L, M | 20 | 31 | 155% |
| Luke Scrocca | 15 | 18 | ✓ Met | 120% | $803K | 8.96% | 14.44% | 10am-7pm | 0-3 | L, M | 15 | 39 | 260% |
| Max Havens | 15 | 19 | ✓ Met | 127% | $771K | 8.74% | 14.29% | 10am-7pm | 0-3 | L, M | 15 | 28 | 187% |
| Sam Scott | 15 | 18 | ✓ Met | 120% | $755K | 10.17% | 22.89% | 11am-8pm | 0-3 | L, M, H | 5 | 9 | 180% |
| Trevor Evans | 15 | 16 | ✓ Met | 107% | $890K | 10.20% | 19.53% | 10am-7pm | 0-3 | M, H, VH | 15 | 30 | 200% |
| TEAM TOTAL | 300 | 262 | 38 | 87% | $11,807,250 | 10.68% | 13.85% | — | — | — | 274 | 387 | 141% |
Daily Enrollment & Volume
Daily breakdown by rep. Click a cell to cycle status: blank → OOO → X (callout) → blank.
Enrollment
Callout (X)
OOO / Weekend
Future
| Name | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15 | 16 | 17 | 18 | 19 | 20 | 21 | 22 | 23 | 24 | 25 | 26 | 27 | 28 | 29 | 30 | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Aaron Buckley | W | 2 | 1 | W | W | 2 | 0 | 1 | 0 | OOO | W | W | 0 | 0 | X | X | 0 | 1 | W | 0 | — | — | — | — | W | W | — | — | — | — | 7 |
| Brodie Davis | 1 | 2 | 1 | W | W | 2 | 0 | 2 | 1 | W | 1 | W | 2 | 2 | 0 | 1 | 1 | W | W | 0 | — | — | — | — | W | W | — | — | — | — | 16 |
| Chance Calton | OOO | 1 | 2 | W | W | 0 | 1 | 2 | 2 | 3 | W | W | 2 | 0 | 1 | 3 | 0 | W | W | 0 | — | — | — | — | W | W | — | — | — | — | 17 |
| Chris Antonio | 1 | 2 | W | 3 | W | 0 | 0 | 1 | 2 | W | 3 | W | 1 | 0 | 0 | 0 | 0 | W | W | 0 | — | — | — | — | W | W | — | — | — | — | 13 |
| Chris Frank | 0 | 2 | 0 | W | W | 0 | 0 | 1 | 2 | 0 | W | W | 0 | 0 | 1 | 2 | 0 | 1 | W | 0 | — | — | — | — | W | W | — | — | — | — | 9 |
| Codi Hammar | X | 2 | 3 | 2 | W | W | 2 | 1 | 2 | 0 | 2 | W | W | 1 | 2 | 2 | 1 | 2 | W | 0 | — | — | — | — | W | W | — | — | — | — | 22 |
| Cristina Walsworth | 0 | 0 | 0 | 1 | W | 1 | 2 | 0 | 1 | 1 | 1 | W | W | 0 | 0 | 1 | 0 | W | W | 0 | — | — | — | — | W | W | — | — | — | — | 8 |
| David Menjivar | 2 | 1 | 1 | W | W | 0 | 3 | 3 | 1 | OOO | W | W | OOO | 1 | 2 | 1 | 4 | W | W | 0 | — | — | — | — | W | W | — | — | — | — | 19 |
| Heather McLellen | 7 | 4 | 2 | W | W | 4 | 1 | 3 | 2 | 2 | W | W | 2 | 3 | 1 | 1 | 2 | W | W | 0 | — | — | — | — | W | W | — | — | — | — | 34 |
| Jonathan Lodato | 2 | 3 | 2 | W | W | X | 2 | 1 | 2 | 4 | W | W | 2 | OOO | 0 | 2 | 2 | W | W | 0 | — | — | — | — | W | W | — | — | — | — | 22 |
| Kati Shaffer | OOO | OOO | OOO | W | W | 2 | 3 | OOO | 1 | 3 | W | W | 1 | 3 | 2 | OOO | 1 | W | W | 0 | — | — | — | — | W | W | — | — | — | — | 16 |
| Luke Scrocca | 2 | 0 | W | 2 | W | 2 | 1 | 2 | 1 | W | 2 | W | 0 | 2 | 1 | 2 | 1 | W | W | 0 | — | — | — | — | W | W | — | — | — | — | 18 |
| Max Havens | 2 | 0 | 3 | W | W | 3 | 0 | 2 | 2 | 1 | W | W | 0 | 2 | 1 | 2 | 1 | W | W | 0 | — | — | — | — | W | W | — | — | — | — | 19 |
| Sam Scott | 0 | 0 | 1 | W | W | 4 | 2 | 2 | 1 | 0 | W | W | 1 | 1 | 2 | 3 | 0 | 1 | W | 0 | — | — | — | — | W | W | — | — | — | — | 18 |
| Tony Rios | 0 | 1 | X | W | W | 2 | 0 | 1 | X | OOO | W | W | OOO | 2 | 1 | 1 | OOO | W | W | 0 | — | — | — | — | W | W | — | — | — | — | 8 |
| Trevor Evans | 1 | OOO | 0 | 1 | W | OOO | OOO | 3 | 2 | 1 | 2 | W | W | 1 | 1 | 1 | 2 | 1 | W | W | — | — | — | — | W | W | — | — | — | — | 16 |
| TEAM TOTAL | 18 | 20 | 16 | 9 | W | 22 | 17 | 25 | 22 | 15 | 11 | W | 11 | 18 | 15 | 22 | 15 | 6 | W | 0 | — | — | — | — | — | — | — | — | — | — | 262 |
Volume
Callout (X)
OOO / Weekend
Future
| Name | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15 | 16 | 17 | 18 | 19 | 20 | 21 | 22 | 23 | 24 | 25 | 26 | 27 | 28 | 29 | 30 | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Aaron Buckley | W | $92K | $57K | W | W | $73K | $0 | $45K | $0 | OOO | W | W | $0 | $0 | X | X | $0 | $24K | W | $0 | — | — | — | — | W | W | — | — | — | — | $290,147 |
| Brodie Davis | $22K | $53K | $58K | W | W | $63K | $0 | $52K | $30K | W | $24K | W | $56K | $49K | $0 | $29K | $36K | W | W | $0 | — | — | — | — | W | W | — | — | — | — | $471,581 |
| Chance Calton | OOO | $50K | $151K | W | W | $0 | $61K | $97K | $78K | $235K | W | W | $104K | $0 | $88K | $215K | $0 | W | W | $0 | — | — | — | — | W | W | — | — | — | — | $1,077,263 |
| Chris Antonio | $20K | $157K | W | $165K | W | $0 | $0 | $31K | $77K | W | $145K | W | $31K | $0 | $0 | $0 | $0 | W | W | $0 | — | — | — | — | W | W | — | — | — | — | $627,455 |
| Chris Frank | $0 | $99K | $0 | W | W | $0 | $0 | $20K | $103K | $0 | W | W | $0 | $0 | $184K | $59K | $0 | $27K | W | $0 | — | — | — | — | W | W | — | — | — | — | $492,668 |
| Codi Hammar | X | $50K | $97K | $43K | W | W | $52K | $32K | $51K | $0 | $64K | W | W | $85K | $79K | $57K | $23K | $82K | W | $0 | — | — | — | — | W | W | — | — | — | — | $715,248 |
| Cristina Walsworth | $0 | $0 | $0 | $45K | W | $62K | $69K | $0 | $31K | $43K | $52K | W | W | $0 | $0 | $49K | $0 | W | W | $0 | — | — | — | — | W | W | — | — | — | — | $350,600 |
| David Menjivar | $191K | $55K | $102K | W | W | $0 | $399K | $164K | $73K | OOO | W | W | OOO | $76K | $157K | $23K | $330K | W | W | $0 | — | — | — | — | W | W | — | — | — | — | $1,570,645 |
| Heather McLellen | $191K | $186K | $93K | W | W | $108K | $21K | $102K | $70K | $65K | W | W | $52K | $123K | $60K | $22K | $58K | W | W | $0 | — | — | — | — | W | W | — | — | — | — | $1,150,481 |
| Jonathan Lodato | $64K | $116K | $41K | W | W | X | $43K | $41K | $80K | $104K | W | W | $63K | OOO | $0 | $49K | $77K | W | W | $0 | — | — | — | — | W | W | — | — | — | — | $678,573 |
| Kati Shaffer | OOO | OOO | OOO | W | W | $84K | $136K | OOO | $21K | $111K | W | W | $24K | $95K | $72K | OOO | $20K | W | W | $0 | — | — | — | — | W | W | — | — | — | — | $563,682 |
| Luke Scrocca | $57K | $0 | W | $98K | W | $129K | $64K | $43K | $64K | W | $66K | W | $0 | $54K | $58K | $112K | $58K | W | W | $0 | — | — | — | — | W | W | — | — | — | — | $803,005 |
| Max Havens | $104K | $0 | $122K | W | W | $146K | $0 | $98K | $76K | $40K | W | W | $0 | $70K | $23K | $61K | $29K | W | W | $0 | — | — | — | — | W | W | — | — | — | — | $770,686 |
| Sam Scott | $0 | $0 | $57K | W | W | $160K | $117K | $84K | $21K | $0 | W | W | $37K | $51K | $46K | $123K | $0 | $61K | W | $0 | — | — | — | — | W | W | — | — | — | — | $754,982 |
| Tony Rios | $0 | $48K | X | W | W | $138K | $0 | $60K | X | OOO | W | W | OOO | $248K | $32K | $75K | OOO | W | W | $0 | — | — | — | — | W | W | — | — | — | — | $600,689 |
| Trevor Evans | $34K | OOO | $0 | $28K | W | OOO | OOO | $157K | $159K | $79K | $88K | W | W | $92K | $86K | $31K | $75K | $61K | W | W | — | — | — | — | W | W | — | — | — | — | $889,545 |
| TEAM TOTAL | $684,640 | $905,890 | $776,314 | $379,693 | $0 | $962,093 | $961,684 | $1,024,317 | $933,694 | $676,892 | $438,548 | $0 | $367,204 | $943,000 | $883,978 | $907,739 | $707,193 | $254,369 | $0 | $0 | — | — | — | — | $0 | $0 | — | — | — | — | $11,807,250 |
Projections & Personal Goals
Month-end projections based on current daily pace.
| Units | Volume | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Name | Curr Pace | Personal Goal | Proj Units | Unit % | Pace Needed | Unit Gap | Debt Goal | Proj Volume | Vol % | $ Gap |
| Aaron Buckley | 0.50 | 20 | 11 | 55% | 1.63 | 13 | $565,000 | $455,945 | 81% | $165,798 |
| Brodie Davis | 1.14 | 24 | 25 | 105% | 1.00 | 8 | $880,000 | $741,056 | 84% | $269,475 |
| Chance Calton | 1.21 | 26 | 27 | 103% | 1.13 | 9 | $1,700,000 | $1,692,842 | 100% | $615,579 |
| Chris Antonio | 0.93 | 30 | 20 | 68% | 2.13 | 17 | $1,290,000 | $986,001 | 76% | $358,546 |
| Chris Frank | 0.64 | 22 | 14 | 64% | 1.63 | 13 | $1,410,000 | $774,193 | 55% | $281,525 |
| Codi Hammar | 1.57 | 24 | 35 | 144% | 0.25 | 2 | $850,000 | $1,123,961 | 132% | ✓ Met |
| Cristina Walsworth | 0.57 | 22 | 13 | 57% | 1.75 | 14 | $1,040,000 | $550,943 | 53% | $200,343 |
| David Menjivar | 1.36 | 24 | 30 | 124% | 0.63 | 5 | $1,910,000 | $2,468,157 | 129% | ✓ Met |
| Heather McLellen | 2.43 | 29 | 53 | 184% | ✓ Met | ✓ Met | $1,010,000 | $1,807,899 | 179% | ✓ Met |
| Jonathan Lodato | 1.57 | 33 | 35 | 105% | 1.38 | 11 | $1,450,000 | $1,066,329 | 74% | $387,756 |
| Kati Shaffer | 1.14 | 30 | 25 | 84% | 1.75 | 14 | $1,000,000 | $885,785 | 89% | $322,104 |
| Luke Scrocca | 1.29 | 39 | 28 | 73% | 2.63 | 21 | $1,430,000 | $1,261,865 | 88% | $458,860 |
| Max Havens | 1.36 | 34 | 30 | 88% | 1.88 | 15 | $1,790,000 | $1,211,078 | 68% | $440,392 |
| Sam Scott | 1.29 | 17 | 28 | 166% | ✓ Met | ✓ Met | $700,000 | $1,186,400 | 169% | ✓ Met |
| Tony Rios | 0.57 | 19 | 13 | 66% | 1.38 | 11 | $1,260,000 | $943,940 | 75% | $343,251 |
| Trevor Evans | 1.14 | 30 | 25 | 84% | 1.75 | 14 | $1,490,000 | $1,397,856 | 94% | $508,311 |
| TEAM TOTAL | 18.71 | 423 | 412 | 62% | 20.13 | 161 | $19,775,000 | $18,554,250 | 60% | $6,747,000 |