Team KPI Summary
Projected vs Goal
+136
CRUSHING
Reps vs Goal
3/ 16
BEHIND
13 of 16 on pace to clear unit goal.
12 of 16 on pace to clear volume goal.
Day 18 of 22 · 4 business days left
Units
353/295 goal
Proj. 431 +136
Volume
$16.87M/$14.75M goal
Proj. $20.62M +$5.87M
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 | 84.0 84.0 / 100 Production100.0% Conversion100.0% Volume73.3% Reliability60.0% Consistency40.0% |
↑ Production · ↓ Consistency | DOMINANT |
| 2 | David Menjivar | 80.7 80.7 / 100 Production86.7% Conversion80.0% Volume100.0% Reliability40.0% Consistency93.3% |
↑ Volume · ↓ Reliability | DOMINANT |
| 3 | Codi Hammar | 73.7 73.7 / 100 Production93.3% Conversion93.3% Volume40.0% Reliability33.3% Consistency66.7% |
↑ Production · ↓ Reliability | DOMINANT |
| 4 | Kati Shaffer | 64.3 64.3 / 100 Production73.3% Conversion86.7% Volume33.3% Reliability13.3% Consistency100.0% |
↑ Consistency · ↓ Reliability | STAR |
| 5 | Max Havens | 62.0 62.0 / 100 Production66.7% Conversion46.7% Volume66.7% Reliability60.0% Consistency80.0% |
↑ Consistency · ↓ Conversion | DOMINANT |
| 6 | Sam Scott | 60.7 60.7 / 100 Production53.3% Conversion73.3% Volume80.0% Reliability60.0% Consistency26.7% |
↑ Volume · ↓ Consistency | DOMINANT |
| 7 | Luke Scrocca | 60.3 60.3 / 100 Production80.0% Conversion26.7% Volume53.3% Reliability60.0% Consistency86.7% |
↑ Consistency · ↓ Conversion | DOMINANT |
| 8 | Chance Calton | 56.3 56.3 / 100 Production40.0% Conversion60.0% Volume93.3% Reliability53.3% Consistency53.3% |
↑ Volume · ↓ Production | CRUSHING IT |
| 9 | Trevor Evans | 44.0 44.0 / 100 Production46.7% Conversion33.3% Volume86.7% Reliability20.0% Consistency33.3% |
↑ Volume · ↓ Reliability | GRINDING |
| 10 | Jonathan Lodato | 42.7 42.7 / 100 Production60.0% Conversion40.0% Volume20.0% Reliability26.7% Consistency46.7% |
↑ Production · ↓ Volume | GRINDING |
| 11 | Chris Antonio | 40.3 40.3 / 100 Production33.3% Conversion53.3% Volume46.7% Reliability46.7% Consistency13.3% |
↑ Conversion · ↓ Consistency | GRINDING |
| 12 | Tony Rios | 36.3 36.3 / 100 Production13.3% Conversion66.7% Volume60.0% Reliability0.0% Consistency60.0% |
↑ Conversion · ↓ Reliability | GRINDING |
| 13 | Brodie Davis | 32.7 32.7 / 100 Production26.7% Conversion20.0% Volume13.3% Reliability60.0% Consistency73.3% |
↑ Consistency · ↓ Volume | DEVELOPING |
| 14 | Cristina Walsworth | 16.3 16.3 / 100 Production6.7% Conversion13.3% Volume6.7% Reliability60.0% Consistency6.7% |
↑ Reliability · ↓ Consistency | NEEDS PUSH |
| 15 | Aaron Buckley | 15.7 15.7 / 100 Production20.0% Conversion6.7% Volume26.7% Reliability6.7% Consistency20.0% |
↑ Volume · ↓ 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 | 11 | 9 | 55% | $592K | 5.56% | 10.96% | 10am-7pm | 4-11 | L, M | 20 | 17 | 85% |
| Cristina Walsworth | 20 | 13 | 7 | 65% | $624K | 7.80% | 10.28% | 10am-7pm | 4-11 | M, H, VH | 20 | 21 | 105% |
| Tony Rios | 15 | 11 | 4 | 73% | $826K | 10.87% | 7.06% | 8am-5pm | 0-3 | M, H | 15 | 21 | 140% |
| Aaron Buckley | 15 | 13 | 2 | 87% | $677K | 5.59% | 14.63% | 11am-8pm | 0-3 | L, M, H | 9 | 13 | 144% |
| Chance Calton | 25 | 23 | 2 | 92% | $1.5M | 10.36% | 14.97% | 9am-6pm | 12+ | M, H, VH | 20 | 25 | 125% |
| Chris Antonio | 20 | 19 | 1 | 95% | $932K | 9.80% | 6.60% | 9am-6pm | 4-11 | M, H, VH | 20 | 30 | 150% |
| Brodie Davis | 15 | 21 | ✓ Met | 140% | $670K | 9.23% | 5.29% | 10am-7pm | 0-3 | L | 15 | 23 | 153% |
| Codi Hammar | 20 | 26 | ✓ Met | 130% | $865K | 15.94% | 3.08% | 11am-8pm | 4-11 | L, M | 20 | 21 | 105% |
| David Menjivar | 25 | 28 | ✓ Met | 112% | $2.4M | 11.64% | 22.02% | 9am-6pm | 12+ | M, H, VH | 25 | 24 | 96% |
| Heather McLellen | 20 | 41 | ✓ Met | 205% | $1.4M | 18.22% | 10.99% | 9:30am-6:30pm | 4-11 | L, M | 20 | 29 | 145% |
| Jonathan Lodato | 20 | 25 | ✓ Met | 125% | $761K | 10.34% | 21.13% | 11am-8pm | 4-11 | L, M | 20 | 31 | 155% |
| Kati Shaffer | 20 | 21 | ✓ Met | 105% | $763K | 13.64% | 21.05% | 9am-6pm | 4-11 | L, M, H | 20 | 26 | 130% |
| Luke Scrocca | 15 | 26 | ✓ Met | 173% | $1.1M | 9.88% | 13.79% | 10am-7pm | 0-3 | L, M | 15 | 39 | 260% |
| Max Havens | 15 | 29 | ✓ Met | 193% | $1.3M | 10.73% | 13.95% | 10am-7pm | 0-3 | L, M | 15 | 28 | 187% |
| Sam Scott | 15 | 27 | ✓ Met | 180% | $1.4M | 12.00% | 21.60% | 11am-8pm | 0-3 | L, M, H | 5 | 9 | 180% |
| Trevor Evans | 15 | 19 | ✓ Met | 127% | $1.1M | 9.24% | 17.37% | 10am-7pm | 0-3 | M, H, VH | 15 | 30 | 200% |
| TEAM TOTAL | 295 | 353 | ✓ Met | 120% | $16,871,795 | 10.68% | 13.42% | — | — | — | 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 | 1 | 0 | 2 | W | — | — | — | — | 13 |
| Brodie Davis | 1 | 2 | 1 | W | W | 2 | 0 | 2 | 1 | W | 1 | W | 2 | 2 | 0 | 1 | 1 | W | W | 0 | 2 | 1 | 1 | 0 | 1 | W | — | — | — | — | 21 |
| Chance Calton | OOO | 1 | 2 | W | W | 0 | 1 | 2 | 2 | 3 | W | W | 2 | 0 | 1 | 3 | 0 | W | W | 2 | 0 | 1 | 1 | 2 | W | W | — | — | — | — | 23 |
| Chris Antonio | 1 | 2 | W | 3 | W | 0 | 0 | 1 | 2 | W | 3 | W | 1 | 0 | 0 | 0 | 0 | W | W | OOO | 0 | 1 | 1 | 1 | 3 | W | — | — | — | — | 19 |
| Chris Frank | 0 | 2 | 0 | W | W | 0 | 0 | 1 | 2 | 0 | W | W | 0 | 0 | 1 | 2 | 0 | 1 | W | 0 | 0 | 1 | 1 | 0 | W | W | — | — | — | — | 11 |
| Codi Hammar | X | 2 | 3 | 2 | W | W | 2 | 1 | 2 | 0 | 2 | W | W | 1 | 2 | 2 | 1 | 2 | W | W | 0 | 1 | 0 | 1 | 2 | W | — | — | — | — | 26 |
| Cristina Walsworth | 0 | 0 | 0 | 1 | W | 1 | 2 | 0 | 1 | 1 | 1 | W | W | 0 | 0 | 1 | 0 | W | W | W | 2 | 1 | 0 | 1 | 1 | W | — | — | — | — | 13 |
| David Menjivar | 2 | 1 | 1 | W | W | 0 | 3 | 3 | 1 | OOO | W | W | OOO | 1 | 2 | 1 | 4 | W | W | 2 | 1 | 2 | 1 | 3 | W | W | — | — | — | — | 28 |
| Heather McLellen | 7 | 4 | 2 | W | W | 4 | 1 | 3 | 2 | 2 | W | W | 2 | 3 | 1 | 1 | 2 | W | W | 4 | 0 | 2 | 0 | 0 | 1 | W | — | — | — | — | 41 |
| Jonathan Lodato | 2 | 3 | 2 | W | W | X | 2 | 1 | 2 | 4 | W | W | 2 | OOO | 0 | 2 | 2 | W | W | 1 | 0 | 1 | 0 | 0 | 1 | W | — | — | — | — | 25 |
| Kati Shaffer | OOO | OOO | OOO | W | W | 2 | 3 | OOO | 1 | 3 | W | W | 1 | 3 | 2 | OOO | 1 | W | W | 1 | 2 | 1 | 1 | 0 | W | W | — | — | — | — | 21 |
| Luke Scrocca | 2 | 0 | W | 2 | W | 2 | 1 | 2 | 1 | W | 2 | W | 0 | 2 | 1 | 2 | 1 | W | W | 3 | 2 | 0 | 2 | 1 | W | W | — | — | — | — | 26 |
| Max Havens | 2 | 0 | 3 | W | W | 3 | 0 | 2 | 2 | 1 | W | W | 0 | 2 | 1 | 2 | 1 | W | W | 2 | 2 | 0 | 3 | 3 | W | W | — | — | — | — | 29 |
| Sam Scott | 0 | 0 | 1 | W | W | 4 | 2 | 2 | 1 | 0 | W | W | 1 | 1 | 2 | 3 | 0 | 1 | W | 0 | 4 | 2 | 1 | 2 | W | W | — | — | — | — | 27 |
| Tony Rios | 0 | 1 | X | W | W | 2 | 0 | 1 | X | OOO | W | W | OOO | 2 | 1 | 1 | OOO | W | W | OOO | 1 | 1 | 0 | 1 | W | W | — | — | — | — | 11 |
| Trevor Evans | 1 | OOO | 0 | 1 | W | OOO | OOO | 3 | 2 | 1 | 2 | W | W | 1 | 1 | 1 | 2 | 1 | W | W | 1 | 1 | 0 | 0 | 1 | W | — | — | — | — | 19 |
| TEAM TOTAL | 18 | 20 | 16 | 9 | W | 22 | 17 | 25 | 22 | 15 | 11 | W | 11 | 18 | 15 | 22 | 15 | 6 | W | 15 | 18 | 18 | 13 | 15 | 12 | — | — | — | — | — | 353 |
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 | $149K | $0 | $104K | W | — | — | — | — | $676,980 |
| Brodie Davis | $22K | $53K | $58K | W | W | $63K | $0 | $52K | $30K | W | $24K | W | $56K | $49K | $0 | $29K | $36K | W | W | $0 | $69K | $51K | $27K | $0 | $51K | W | — | — | — | — | $669,934 |
| Chance Calton | OOO | $50K | $151K | W | W | $0 | $61K | $97K | $78K | $235K | W | W | $104K | $0 | $88K | $215K | $0 | W | W | $157K | $0 | $35K | $78K | $127K | W | W | — | — | — | — | $1,473,865 |
| Chris Antonio | $20K | $157K | W | $165K | W | $0 | $0 | $31K | $77K | W | $145K | W | $31K | $0 | $0 | $0 | $0 | W | W | OOO | $0 | $60K | $89K | $33K | $122K | W | — | — | — | — | $931,823 |
| Chris Frank | $0 | $99K | $0 | W | W | $0 | $0 | $20K | $103K | $0 | W | W | $0 | $0 | $184K | $59K | $0 | $27K | W | $0 | $0 | $21K | $78K | $0 | W | W | — | — | — | — | $591,545 |
| Codi Hammar | X | $50K | $97K | $43K | W | W | $52K | $32K | $51K | $0 | $64K | W | W | $85K | $79K | $57K | $23K | $82K | W | W | $0 | $34K | $0 | $32K | $84K | W | — | — | — | — | $865,420 |
| Cristina Walsworth | $0 | $0 | $0 | $45K | W | $62K | $69K | $0 | $31K | $43K | $52K | W | W | $0 | $0 | $49K | $0 | W | W | W | $152K | $44K | $0 | $31K | $47K | W | — | — | — | — | $624,487 |
| David Menjivar | $191K | $55K | $102K | W | W | $0 | $399K | $164K | $73K | OOO | W | W | OOO | $76K | $157K | $23K | $330K | W | W | $95K | $68K | $164K | $84K | $463K | W | W | — | — | — | — | $2,443,930 |
| Heather McLellen | $191K | $186K | $93K | W | W | $108K | $21K | $102K | $70K | $65K | W | W | $52K | $123K | $60K | $22K | $58K | W | W | $121K | $0 | $60K | $0 | $0 | $31K | W | — | — | — | — | $1,363,281 |
| Jonathan Lodato | $64K | $116K | $41K | W | W | X | $43K | $41K | $80K | $104K | W | W | $63K | OOO | $0 | $49K | $77K | W | W | $23K | $0 | $28K | $0 | $0 | $31K | W | — | — | — | — | $760,870 |
| Kati Shaffer | OOO | OOO | OOO | W | W | $84K | $136K | OOO | $21K | $111K | W | W | $24K | $95K | $72K | OOO | $20K | W | W | $47K | $94K | $38K | $20K | $0 | W | W | — | — | — | — | $763,101 |
| Luke Scrocca | $57K | $0 | W | $98K | W | $129K | $64K | $43K | $64K | W | $66K | W | $0 | $54K | $58K | $112K | $58K | W | W | $77K | $81K | $0 | $58K | $59K | W | W | — | — | — | — | $1,078,027 |
| Max Havens | $104K | $0 | $122K | W | W | $146K | $0 | $98K | $76K | $40K | W | W | $0 | $70K | $23K | $61K | $29K | W | W | $77K | $137K | $0 | $136K | $137K | W | W | — | — | — | — | $1,258,050 |
| Sam Scott | $0 | $0 | $57K | W | W | $160K | $117K | $84K | $21K | $0 | W | W | $37K | $51K | $46K | $123K | $0 | $61K | W | $0 | $251K | $213K | $67K | $157K | W | W | — | — | — | — | $1,442,749 |
| Tony Rios | $0 | $48K | X | W | W | $138K | $0 | $60K | X | OOO | W | W | OOO | $248K | $32K | $75K | OOO | W | W | OOO | $66K | $35K | $0 | $125K | W | W | — | — | — | — | $825,935 |
| Trevor Evans | $34K | OOO | $0 | $28K | W | OOO | OOO | $157K | $159K | $79K | $88K | W | W | $92K | $86K | $31K | $75K | $61K | W | W | $135K | $32K | $0 | $0 | $45K | W | — | — | — | — | $1,101,799 |
| 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 | $786,709 | $1,162,444 | $515,168 | $0 | — | — | — | — | $16,871,795 |
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 | 0.72 | 20 | 16 | 79% | 1.75 | 7 | $565,000 | $827,420 | 146% | ✓ Met |
| Brodie Davis | 1.17 | 24 | 26 | 107% | 0.75 | 3 | $880,000 | $818,808 | 93% | $148,874 |
| Chance Calton | 1.28 | 26 | 28 | 108% | 0.75 | 3 | $1,700,000 | $1,801,390 | 106% | ✓ Met |
| Chris Antonio | 1.06 | 30 | 23 | 77% | 2.75 | 11 | $1,290,000 | $1,138,895 | 88% | $207,072 |
| Chris Frank | 0.61 | 22 | 13 | 61% | 2.75 | 11 | $1,410,000 | $722,999 | 51% | $131,454 |
| Codi Hammar | 1.44 | 24 | 32 | 132% | ✓ Met | ✓ Met | $850,000 | $1,057,736 | 124% | ✓ Met |
| Cristina Walsworth | 0.72 | 22 | 16 | 72% | 2.25 | 9 | $1,040,000 | $763,262 | 73% | $138,775 |
| David Menjivar | 1.56 | 24 | 34 | 143% | ✓ Met | ✓ Met | $1,910,000 | $2,987,025 | 156% | ✓ Met |
| Heather McLellen | 2.28 | 29 | 50 | 173% | ✓ Met | ✓ Met | $1,010,000 | $1,666,232 | 165% | ✓ Met |
| Jonathan Lodato | 1.39 | 33 | 31 | 93% | 2.00 | 8 | $1,450,000 | $929,952 | 64% | $169,082 |
| Kati Shaffer | 1.17 | 30 | 26 | 86% | 2.25 | 9 | $1,000,000 | $932,679 | 93% | $169,578 |
| Luke Scrocca | 1.44 | 39 | 32 | 81% | 3.25 | 13 | $1,430,000 | $1,317,589 | 92% | $239,562 |
| Max Havens | 1.61 | 34 | 35 | 104% | 1.25 | 5 | $1,790,000 | $1,537,617 | 86% | $279,567 |
| Sam Scott | 1.50 | 17 | 33 | 194% | ✓ Met | ✓ Met | $700,000 | $1,763,360 | 252% | ✓ Met |
| Tony Rios | 0.61 | 19 | 13 | 71% | 2.00 | 8 | $1,260,000 | $1,009,476 | 80% | $183,541 |
| Trevor Evans | 1.06 | 30 | 23 | 77% | 2.75 | 11 | $1,490,000 | $1,346,643 | 90% | $244,844 |
| TEAM TOTAL | 19.61 | 423 | 431 | 83% | 17.50 | 70 | $19,775,000 | $20,621,083 | 85% | $3,749,288 |
History
Every agent with data on this team, back to January 2025. Reps who have left are kept here with their last known tenure. Click any year to collapse.