Team KPI Summary
Projected vs Goal
+135
CRUSHING
Reps vs Goal
5/ 16
BEHIND
11 of 16 on pace to clear unit goal.
12 of 16 on pace to clear volume goal.
Day 16 of 22 · 6 business days left
Units
313/295 goal
Proj. 430 +135
Volume
$14.41M/$14.75M goal
Proj. $19.81M +$5.06M
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 | 86.3 86.3 / 100 Production100.0% Conversion100.0% Volume80.0% Reliability60.0% Consistency53.3% |
↑ Production · ↓ Consistency | DOMINANT |
| 2 | Codi Hammar | 75.3 75.3 / 100 Production93.3% Conversion93.3% Volume46.7% Reliability33.3% Consistency73.3% |
↑ Production · ↓ Reliability | DOMINANT |
| 3 | David Menjivar | 75.3 75.3 / 100 Production73.3% Conversion80.0% Volume100.0% Reliability40.0% Consistency86.7% |
↑ Volume · ↓ Reliability | DOMINANT |
| 4 | Kati Shaffer | 72.0 72.0 / 100 Production86.7% Conversion86.7% Volume53.3% Reliability13.3% Consistency100.0% |
↑ Consistency · ↓ Reliability | STAR |
| 5 | Sam Scott | 59.7 59.7 / 100 Production53.3% Conversion73.3% Volume73.3% Reliability60.0% Consistency26.7% |
↑ Conversion · ↓ Consistency | CRUSHING IT |
| 6 | Jonathan Lodato | 59.0 59.0 / 100 Production73.3% Conversion66.7% Volume26.7% Reliability26.7% Consistency86.7% |
↑ Consistency · ↓ Volume | CRUSHING IT |
| 7 | Trevor Evans | 59.0 59.0 / 100 Production60.0% Conversion46.7% Volume93.3% Reliability20.0% Consistency93.3% |
↑ Consistency · ↓ Reliability | CRUSHING IT |
| 8 | Luke Scrocca | 54.3 54.3 / 100 Production66.7% Conversion33.3% Volume60.0% Reliability60.0% Consistency46.7% |
↑ Production · ↓ Conversion | CRUSHING IT |
| 9 | Chance Calton | 48.3 48.3 / 100 Production40.0% Conversion40.0% Volume86.7% Reliability53.3% Consistency33.3% |
↑ Volume · ↓ Consistency | CRUSHING IT |
| 10 | Max Havens | 40.3 40.3 / 100 Production46.7% Conversion20.0% Volume40.0% Reliability60.0% Consistency40.0% |
↑ Reliability · ↓ Conversion | GRINDING |
| 11 | Brodie Davis | 37.0 37.0 / 100 Production33.3% Conversion26.7% Volume20.0% Reliability60.0% Consistency66.7% |
↑ Consistency · ↓ Volume | GRINDING |
| 12 | Chris Antonio | 37.0 37.0 / 100 Production26.7% Conversion60.0% Volume33.3% Reliability46.7% Consistency6.7% |
↑ Conversion · ↓ Consistency | GRINDING |
| 13 | Tony Rios | 36.3 36.3 / 100 Production20.0% Conversion53.3% Volume66.7% Reliability0.0% Consistency60.0% |
↑ Volume · ↓ Reliability | GRINDING |
| 14 | Cristina Walsworth | 18.0 18.0 / 100 Production6.7% Conversion13.3% Volume13.3% Reliability60.0% Consistency13.3% |
↑ Reliability · ↓ Production | NEEDS PUSH |
| 15 | Aaron Buckley | 10.3 10.3 / 100 Production13.3% Conversion6.7% Volume6.7% Reliability6.7% Consistency20.0% |
↑ Consistency · ↓ Conversion | NEEDS PUSH |
| 16 | Chris Frank | 9.0 9.0 / 100 Production0.0% Conversion0.0% Volume0.0% Reliability60.0% Consistency0.0% |
↑ Reliability · ↓ Production | 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 Frank | 20 | 10 | 10 | 50% | $514K | 5.37% | 10.53% | 10am-7pm | 4-11 | L, M | 20 | 17 | 85% |
| Cristina Walsworth | 20 | 11 | 9 | 55% | $547K | 7.75% | 10.87% | 10am-7pm | 4-11 | M, H, VH | 20 | 21 | 105% |
| Chris Antonio | 20 | 14 | 6 | 70% | $688K | 10.16% | 4.49% | 9am-6pm | 4-11 | M, H, VH | 20 | 30 | 150% |
| Aaron Buckley | 15 | 10 | 5 | 67% | $424K | 6.02% | 15.93% | 11am-8pm | 0-3 | L, M, H | 9 | 13 | 144% |
| Chance Calton | 25 | 20 | 5 | 80% | $1.3M | 9.71% | 15.04% | 9am-6pm | 12+ | M, H, VH | 20 | 25 | 125% |
| Tony Rios | 15 | 10 | 5 | 67% | $701K | 10.59% | 6.17% | 8am-5pm | 0-3 | M, H | 15 | 21 | 140% |
| David Menjivar | 25 | 24 | 1 | 96% | $1.9M | 11.70% | 21.71% | 9am-6pm | 12+ | M, H, VH | 25 | 24 | 96% |
| Brodie Davis | 15 | 19 | ✓ Met | 127% | $592K | 9.50% | 6.29% | 10am-7pm | 0-3 | L | 15 | 23 | 153% |
| Codi Hammar | 20 | 23 | ✓ Met | 115% | $750K | 17.80% | 3.70% | 11am-8pm | 4-11 | L, M | 20 | 21 | 105% |
| Heather McLellen | 20 | 40 | ✓ Met | 200% | $1.3M | 18.84% | 10.81% | 9:30am-6:30pm | 4-11 | L, M | 20 | 29 | 145% |
| Jonathan Lodato | 20 | 24 | ✓ Met | 120% | $730K | 12.00% | 20.35% | 11am-8pm | 4-11 | L, M | 20 | 31 | 155% |
| Kati Shaffer | 20 | 20 | ✓ Met | 100% | $743K | 13.25% | 20.31% | 9am-6pm | 4-11 | L, M, H | 20 | 26 | 130% |
| Luke Scrocca | 15 | 23 | ✓ Met | 153% | $961K | 9.65% | 13.81% | 10am-7pm | 0-3 | L, M | 15 | 39 | 260% |
| Max Havens | 15 | 23 | ✓ Met | 153% | $985K | 8.80% | 14.57% | 10am-7pm | 0-3 | L, M | 15 | 28 | 187% |
| Sam Scott | 15 | 24 | ✓ Met | 160% | $1.2M | 11.65% | 20.86% | 11am-8pm | 0-3 | L, M, H | 5 | 9 | 180% |
| Trevor Evans | 15 | 18 | ✓ Met | 120% | $1.1M | 10.12% | 18.62% | 10am-7pm | 0-3 | M, H, VH | 15 | 30 | 200% |
| TEAM TOTAL | 295 | 313 | ✓ Met | 106% | $14,407,474 | 10.81% | 13.38% | — | — | — | 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 | X | 1 | W | 0 | 1 | 2 | — | — | W | W | — | — | — | — | 10 |
| Brodie Davis | 1 | 2 | 1 | W | W | 2 | 0 | 2 | 1 | W | 1 | W | 2 | 2 | 0 | 1 | 1 | W | W | 0 | 2 | 1 | — | — | W | W | — | — | — | — | 19 |
| Chance Calton | OOO | 1 | 2 | W | W | 0 | 1 | 2 | 2 | 3 | W | W | 2 | 0 | 1 | 3 | 0 | W | W | 2 | 0 | 1 | — | — | W | W | — | — | — | — | 20 |
| Chris Antonio | 1 | 2 | W | 3 | W | 0 | 0 | 1 | 2 | W | 3 | W | 1 | 0 | 0 | 0 | 0 | W | W | OOO | 0 | 1 | — | — | W | W | — | — | — | — | 14 |
| Chris Frank | 0 | 2 | 0 | W | W | 0 | 0 | 1 | 2 | 0 | W | W | 0 | 0 | 1 | 2 | 0 | 1 | W | 0 | 0 | 1 | — | — | W | W | — | — | — | — | 10 |
| Codi Hammar | X | 2 | 3 | 2 | W | W | 2 | 1 | 2 | 0 | 2 | W | W | 1 | 2 | 2 | 1 | 2 | W | W | 0 | 1 | — | — | W | W | — | — | — | — | 23 |
| Cristina Walsworth | 0 | 0 | 0 | 1 | W | 1 | 2 | 0 | 1 | 1 | 1 | W | W | 0 | 0 | 1 | 0 | W | W | W | 2 | 1 | — | — | W | W | — | — | — | — | 11 |
| David Menjivar | 2 | 1 | 1 | W | W | 0 | 3 | 3 | 1 | OOO | W | W | OOO | 1 | 2 | 1 | 4 | W | W | 2 | 1 | 2 | — | — | W | W | — | — | — | — | 24 |
| Heather McLellen | 7 | 4 | 2 | W | W | 4 | 1 | 3 | 2 | 2 | W | W | 2 | 3 | 1 | 1 | 2 | W | W | 4 | 0 | 2 | — | — | W | W | — | — | — | — | 40 |
| Jonathan Lodato | 2 | 3 | 2 | W | W | X | 2 | 1 | 2 | 4 | W | W | 2 | OOO | 0 | 2 | 2 | W | W | 1 | 0 | 1 | — | — | W | W | — | — | — | — | 24 |
| Kati Shaffer | OOO | OOO | OOO | W | W | 2 | 3 | OOO | 1 | 3 | W | W | 1 | 3 | 2 | OOO | 1 | W | W | 1 | 2 | 1 | — | — | W | W | — | — | — | — | 20 |
| Luke Scrocca | 2 | 0 | W | 2 | W | 2 | 1 | 2 | 1 | W | 2 | W | 0 | 2 | 1 | 2 | 1 | W | W | 3 | 2 | 0 | — | — | W | W | — | — | — | — | 23 |
| Max Havens | 2 | 0 | 3 | W | W | 3 | 0 | 2 | 2 | 1 | W | W | 0 | 2 | 1 | 2 | 1 | W | W | 2 | 2 | 0 | — | — | W | W | — | — | — | — | 23 |
| Sam Scott | 0 | 0 | 1 | W | W | 4 | 2 | 2 | 1 | 0 | W | W | 1 | 1 | 2 | 3 | 0 | 1 | W | 0 | 4 | 2 | — | — | W | W | — | — | — | — | 24 |
| Tony Rios | 0 | 1 | X | W | W | 2 | 0 | 1 | X | OOO | W | W | OOO | 2 | 1 | 1 | OOO | W | W | OOO | 1 | 1 | — | — | W | W | — | — | — | — | 10 |
| Trevor Evans | 1 | OOO | 0 | 1 | W | OOO | OOO | 3 | 2 | 1 | 2 | W | W | 1 | 1 | 1 | 2 | 1 | W | W | 1 | 1 | — | — | W | W | — | — | — | — | 18 |
| TEAM TOTAL | 18 | 20 | 16 | 9 | W | 22 | 17 | 25 | 22 | 15 | 11 | W | 11 | 18 | 15 | 22 | 15 | 6 | W | 15 | 18 | 18 | — | — | — | — | — | — | — | — | 313 |
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 | X | $24K | W | $0 | $57K | $76K | — | — | W | W | — | — | — | — | $423,674 |
| Brodie Davis | $22K | $53K | $58K | W | W | $63K | $0 | $52K | $30K | W | $24K | W | $56K | $49K | $0 | $29K | $36K | W | W | $0 | $69K | $51K | — | — | W | W | — | — | — | — | $591,842 |
| Chance Calton | OOO | $50K | $151K | W | W | $0 | $61K | $97K | $78K | $235K | W | W | $104K | $0 | $88K | $215K | $0 | W | W | $157K | $0 | $35K | — | — | W | W | — | — | — | — | $1,269,222 |
| Chris Antonio | $20K | $157K | W | $165K | W | $0 | $0 | $31K | $77K | W | $145K | W | $31K | $0 | $0 | $0 | $0 | W | W | OOO | $0 | $60K | — | — | W | W | — | — | — | — | $687,612 |
| Chris Frank | $0 | $99K | $0 | W | W | $0 | $0 | $20K | $103K | $0 | W | W | $0 | $0 | $184K | $59K | $0 | $27K | W | $0 | $0 | $21K | — | — | W | W | — | — | — | — | $513,619 |
| Codi Hammar | X | $50K | $97K | $43K | W | W | $52K | $32K | $51K | $0 | $64K | W | W | $85K | $79K | $57K | $23K | $82K | W | W | $0 | $34K | — | — | W | W | — | — | — | — | $749,659 |
| Cristina Walsworth | $0 | $0 | $0 | $45K | W | $62K | $69K | $0 | $31K | $43K | $52K | W | W | $0 | $0 | $49K | $0 | W | W | W | $152K | $44K | — | — | W | W | — | — | — | — | $546,681 |
| David Menjivar | $191K | $55K | $102K | W | W | $0 | $399K | $164K | $73K | OOO | W | W | OOO | $76K | $157K | $23K | $330K | W | W | $95K | $68K | $164K | — | — | W | W | — | — | — | — | $1,897,330 |
| Heather McLellen | $191K | $186K | $93K | W | W | $108K | $21K | $102K | $70K | $65K | W | W | $52K | $123K | $60K | $22K | $58K | W | W | $121K | $0 | $60K | — | — | W | W | — | — | — | — | $1,331,807 |
| Jonathan Lodato | $64K | $116K | $41K | W | W | X | $43K | $41K | $80K | $104K | W | W | $63K | OOO | $0 | $49K | $77K | W | W | $23K | $0 | $28K | — | — | W | W | — | — | — | — | $729,821 |
| Kati Shaffer | OOO | OOO | OOO | W | W | $84K | $136K | OOO | $21K | $111K | W | W | $24K | $95K | $72K | OOO | $20K | W | W | $47K | $94K | $38K | — | — | W | W | — | — | — | — | $743,063 |
| Luke Scrocca | $57K | $0 | W | $98K | W | $129K | $64K | $43K | $64K | W | $66K | W | $0 | $54K | $58K | $112K | $58K | W | W | $77K | $81K | $0 | — | — | W | W | — | — | — | — | $961,118 |
| Max Havens | $104K | $0 | $122K | W | W | $146K | $0 | $98K | $76K | $40K | W | W | $0 | $70K | $23K | $61K | $29K | W | W | $77K | $137K | $0 | — | — | W | W | — | — | — | — | $984,955 |
| Sam Scott | $0 | $0 | $57K | W | W | $160K | $117K | $84K | $21K | $0 | W | W | $37K | $51K | $46K | $123K | $0 | $61K | W | $0 | $251K | $213K | — | — | W | W | — | — | — | — | $1,218,743 |
| Tony Rios | $0 | $48K | X | W | W | $138K | $0 | $60K | X | OOO | W | W | OOO | $248K | $32K | $75K | OOO | W | W | OOO | $66K | $35K | — | — | W | W | — | — | — | — | $701,093 |
| Trevor Evans | $34K | OOO | $0 | $28K | W | OOO | OOO | $157K | $159K | $79K | $88K | W | W | $92K | $86K | $31K | $75K | $61K | W | W | $135K | $32K | — | — | W | W | — | — | — | — | $1,057,236 |
| 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 | $597,854 | $1,110,997 | $891,374 | — | — | $0 | $0 | — | — | — | — | $14,407,474 |
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 | 0.63 | 20 | 14 | 69% | 1.67 | 10 | $565,000 | $582,552 | 103% | ✓ Met |
| Brodie Davis | 1.19 | 24 | 26 | 109% | 0.83 | 5 | $880,000 | $813,783 | 92% | $221,941 |
| Chance Calton | 1.25 | 26 | 28 | 106% | 1.00 | 6 | $1,700,000 | $1,745,180 | 103% | ✓ Met |
| Chris Antonio | 0.88 | 30 | 19 | 64% | 2.67 | 16 | $1,290,000 | $945,467 | 73% | $257,855 |
| Chris Frank | 0.63 | 22 | 14 | 63% | 2.00 | 12 | $1,410,000 | $706,226 | 50% | $192,607 |
| Codi Hammar | 1.44 | 24 | 32 | 132% | 0.17 | 1 | $850,000 | $1,030,781 | 121% | ✓ Met |
| Cristina Walsworth | 0.69 | 22 | 15 | 69% | 1.83 | 11 | $1,040,000 | $751,686 | 72% | $205,005 |
| David Menjivar | 1.50 | 24 | 33 | 138% | ✓ Met | ✓ Met | $1,910,000 | $2,608,829 | 137% | ✓ Met |
| Heather McLellen | 2.50 | 29 | 55 | 190% | ✓ Met | ✓ Met | $1,010,000 | $1,831,235 | 181% | ✓ Met |
| Jonathan Lodato | 1.50 | 33 | 33 | 100% | 1.50 | 9 | $1,450,000 | $1,003,504 | 69% | $273,683 |
| Kati Shaffer | 1.25 | 30 | 28 | 92% | 1.67 | 10 | $1,000,000 | $1,021,711 | 102% | ✓ Met |
| Luke Scrocca | 1.44 | 39 | 32 | 81% | 2.67 | 16 | $1,430,000 | $1,321,537 | 92% | $360,419 |
| Max Havens | 1.44 | 34 | 32 | 93% | 1.83 | 11 | $1,790,000 | $1,354,313 | 76% | $369,358 |
| Sam Scott | 1.50 | 17 | 33 | 194% | ✓ Met | ✓ Met | $700,000 | $1,675,772 | 239% | ✓ Met |
| Tony Rios | 0.63 | 19 | 14 | 72% | 1.50 | 9 | $1,260,000 | $964,003 | 77% | $262,910 |
| Trevor Evans | 1.13 | 30 | 25 | 83% | 2.00 | 12 | $1,490,000 | $1,453,699 | 98% | $396,463 |
| TEAM TOTAL | 19.56 | 423 | 430 | 74% | 18.33 | 110 | $19,775,000 | $19,810,277 | 73% | $5,402,803 |
History
All agents with data on this team, back to Jan 2025. Includes reps who have left. Click a month to collapse.