April 2026
Updated 4/16/2026, 8:40:13 PM Sign out

Team KPI Summary

High-level team progress this month. Hover any label for details.

219/295
enrolled
On pace for 438 units
Volume MTD
$9,937,948
Projected Units
438
Projected Volume
$19,875,896
Top Producer
Heather — 31
Days Remaining
11 of 22
Above Goal
3
Below Goal
13
Revenue Gap
$9,837,052

Power Rankings

Weighted score: Production 35%, Efficiency 25%, Volume 15%, Reliability 15%, Consistency 10%. Hover bars for scores.

1
Heather McLellen
Score: 82.7
PRD
EFF
CON
VOL
REL
DOMINANT Strength: Production
2
Kati Shaffer
Score: 69.7
PRD
EFF
CON
VOL
REL
STAR Strength: Consistency
3
Chance Calton
Score: 67.3
PRD
EFF
CON
VOL
REL
DOMINANT Strength: Efficiency
#NameScore PRDEFFCONVOLREL StrengthWatchStatus
4 Jonathan Lodato 62.3 Production Reliability STAR
5 Codi Hammar 58.3 Consistency Volume CRUSHING IT
6 David Menjivar 57.7 Volume Efficiency CRUSHING IT
7 Trevor Evans 56.3 Efficiency Reliability CRUSHING IT
8 Max Havens 56.0 Production Consistency CRUSHING IT
9 Chris Antonio 50.3 Efficiency Consistency CRUSHING IT
10 Luke Scrocca 46.7 Consistency Efficiency CRUSHING IT
11 Tony Rios 37.0 Efficiency Reliability GRINDING
12 Cristina Walsworth 35.0 Efficiency Volume GRINDING
13 Sam Scott 34.7 Reliability Volume DEVELOPING
14 Brodie Davis 31.7 Consistency Efficiency DEVELOPING
15 Chris Frank 11.0 Reliability Production NEEDS PUSH
16 Aaron Buckley 10.0 Production Consistency NEEDS PUSH

Rep Table

Click any column header to sort. Yellow cells are editable — click to change. = projected below goal.

Name Schedule Tenure Tier Conv Rate Calls <5 Prior Goal Prior Enrolled Prior % Goal Enrolled Volume Remaining % to Goal
Aaron Buckley 11-8 0-3 H, M, L 8.86% 12.31% 9 13 144% 15 6 $266,333 9 40%
Brodie Davis 10-7 0-3 L 9.97% 9.24% 15 23 153% 15 14 $406,213 1 93%
Chance Calton 9-6 12+ VH, H, M 14.34% 8.21% 20 25 125% 25 14 $861,817 11 56%
Chris Antonio 9-6 4-11 VH, H, M 15.38% 5.64% 20 30 150% 20 13 $627,455 7 65%
Chris Frank 10-7 4-11 M, L 8.40% 16.67% 20 17 85% 20 6 $406,296 14 30%
Codi Hammar 11-8 4-11 M, L 12.15% 4.50% 20 21 105% 20 17 $553,000 3 85%
Cristina Walsworth 10-7 4-11 VH, H, M 14.97% 12.00% 20 21 105% 20 7 $301,586 13 35%
David Menjivar 9-6 12+ VH, H, M 10.15% 21.66% 25 24 96% 25 14 $1,217,099 11 56%
Heather McLellen 9.5-6.5 4-11 M, L 13.57% 9.65% 20 29 145% 20 31 $1,070,287 -11 155%
Jonathan Lodato 11-8 4-11 M, L 12.39% 16.12% 20 31 155% 20 18 $552,049 2 90%
Kati Shaffer 9-6 4-11 H, M, L 12.11% 18.10% 20 26 130% 20 15 $543,267 5 75%
Luke Scrocca 10-7 0-3 M, L 11.09% 10.75% 15 39 260% 15 15 $632,839 0 100%
Max Havens 10-7 0-3 M, L 12.29% 15.82% 15 28 187% 15 16 $679,977 -1 107%
Sam Scott 11-8 0-3 H, M, L 10.91% 11.01% 5 9 180% 15 14 $571,541 1 93%
Tony Rios 8-5 0-3 H, M 12.68% 7.84% 15 21 140% 15 7 $525,459 8 47%
Trevor Evans 10-7 0-3 VH, H, M 13.11% 11.81% 15 30 200% 15 12 $722,729 3 80%
TEAM TOTAL 274 387 141% 295 219 $9,937,948 76 74%

Daily Enrollment & Volume

Daily breakdown by rep. Click a cell to cycle status: blank → OOO → X (callout) → blank.

Enrollment Callout (X) / Scheduled off (S) OOO / Weekend Future Today
NameWk1Wk2Wk3Wk4Wk5Total
Aaron Buckley330006
Brodie Davis4640014
Chance Calton3830014
Chris Antonio6610013
Chris Frank231006
Codi Hammar7730017
Cristina Walsworth160007
David Menjivar4730014
Heather McLellen131260031
Jonathan Lodato7920018
Kati Shaffer0960015
Luke Scrocca4830015
Max Havens5830016
Sam Scott1940014
Tony Rios133007
Trevor Evans2820012
TEAM TOTAL631124400219
NameWk1Wk2Wk3Wk4Wk5Total
Aaron Buckley$149,167$117,166$0$0$0$266,333
Brodie Davis$132,624$168,665$104,924$0$0$406,213
Chance Calton$200,376$470,034$191,407$0$0$861,817
Chris Antonio$342,397$253,985$31,073$0$0$627,455
Chris Frank$99,091$123,663$183,542$0$0$406,296
Codi Hammar$190,799$198,946$163,255$0$0$553,000
Cristina Walsworth$45,316$256,270$0$0$0$301,586
David Menjivar$348,024$635,535$233,540$0$0$1,217,099
Heather McLellen$469,796$365,416$235,075$0$0$1,070,287
Jonathan Lodato$220,798$267,844$63,407$0$0$552,049
Kati Shaffer$0$351,088$192,179$0$0$543,267
Luke Scrocca$155,374$365,621$111,844$0$0$632,839
Max Havens$226,606$361,094$92,277$0$0$679,977
Sam Scott$56,530$381,227$133,784$0$0$571,541
Tony Rios$47,572$197,644$280,243$0$0$525,459
Trevor Evans$62,067$483,030$177,632$0$0$722,729
TEAM TOTAL$2,746,537$4,997,228$2,194,182$0$0$9,937,948

Projections & Personal Goals

Month-end projections based on current daily pace. Yellow cells are editable. Green pace = on track.

Name Personal Goal Debt Goal Proj Units Proj Volume Curr Pace Pace Needed Unit % Vol % Unit Gap $ Gap
Aaron Buckley 20 $565,000 12 $532,666 0.55 0.82 30% 47% 14 $266,333
Brodie Davis 24 $880,000 28 $812,426 1.27 0.09 58% 46% 10 $406,213
Chance Calton 26 $1,700,000 28 $1,723,634 1.27 1.00 54% 51% 12 $861,817
Chris Antonio 30 $1,290,000 26 $1,254,910 1.18 0.64 43% 49% 17 $627,455
Chris Frank 22 $1,410,000 12 $812,592 0.55 1.27 27% 29% 16 $406,296
Codi Hammar 24 $850,000 34 $1,106,000 1.55 0.27 71% 65% 7 $553,000
Cristina Walsworth 22 $1,040,000 14 $603,172 0.64 1.18 32% 29% 15 $301,586
David Menjivar 24 $1,910,000 28 $2,434,198 1.27 1.00 58% 64% 10 $1,217,099
Heather McLellen 29 $1,010,000 62 $2,140,574 2.82 -1.00 107% 106% ✓ Met $1,070,287
Jonathan Lodato 33 $1,450,000 36 $1,104,098 1.64 0.18 55% 38% 15 $552,049
Kati Shaffer 30 $1,000,000 30 $1,086,535 1.36 0.45 50% 54% 15 $543,267
Luke Scrocca 39 $1,430,000 30 $1,265,678 1.36 0.00 38% 44% 24 $632,839
Max Havens 34 $1,790,000 32 $1,359,954 1.45 -0.09 47% 38% 18 $679,977
Sam Scott 17 $700,000 28 $1,143,082 1.27 0.09 82% 82% 3 $571,541
Tony Rios 19 $1,260,000 14 $1,050,918 0.64 0.73 37% 42% 12 $525,459
Trevor Evans 30 $1,490,000 24 $1,445,458 1.09 0.27 40% 49% 18 $722,729
TEAM TOTAL 423 $19,775,000 438 $19,875,896 19.91 6.91 52% 50% 204 $9,937,948