Enrollment Tracker

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

#	Name	Score	Strength	Watch	Status
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

Name	Wk1	Wk2	Wk3	Total
Aaron Buckley	3	3	0	6
Brodie Davis	4	6	4	14
Chance Calton	3	8	3	14
Chris Antonio	6	6	1	13
Chris Frank	2	3	1	6
Codi Hammar	7	7	3	17
Cristina Walsworth	1	6	0	7
David Menjivar	4	7	3	14
Heather McLellen	13	12	6	31
Jonathan Lodato	7	9	2	18
Kati Shaffer	0	9	6	15
Luke Scrocca	4	8	3	15
Max Havens	5	8	3	16
Sam Scott	1	9	4	14
Tony Rios	1	3	3	7
Trevor Evans	2	8	2	12
TEAM TOTAL	63	112	44	219

Name	Wk1	Wk2	Wk3	Wk4	Wk5	Total
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

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	$0	$92,447	$56,720	$0	$0	$72,610	$0	$44,556	$0	$0	$0	$0	$0	$0	$0	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	$266,333
Brodie Davis	$22,120	$52,935	$57,569	$0	$0	$62,501	$0	$52,016	$29,737	$0	$24,411	$0	$55,641	$49,283	$0	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	$406,213
Chance Calton	$0	$49,730	$150,646	$0	$0	$0	$61,150	$96,690	$77,678	$234,516	$0	$0	$103,657	$0	$87,750	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	$861,817
Chris Antonio	$20,272	$157,129	$0	$164,996	$0	$0	$0	$31,182	$77,497	$0	$145,306	$0	$31,073	$0	$0	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	$627,455
Chris Frank	$0	$99,091	$0	$0	$0	$0	$0	$20,302	$103,361	$0	$0	$0	$0	$0	$183,542	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	$406,296
Codi Hammar	$0	$49,961	$97,345	$43,493	$0	$0	$51,959	$31,675	$51,498	$0	$63,814	$0	$0	$84,724	$78,531	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	$553,000
Cristina Walsworth	$0	$0	$0	$45,316	$0	$62,049	$68,888	$0	$31,214	$42,581	$51,538	$0	$0	$0	$0	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	$301,586
David Menjivar	$191,057	$55,240	$101,727	$0	$0	$0	$399,127	$163,631	$72,777	$0	$0	$0	$0	$76,157	$157,383	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	$1,217,099
Heather McLellen	$191,117	$186,138	$92,541	$0	$0	$108,303	$21,304	$101,749	$69,506	$64,554	$0	$0	$52,378	$122,766	$59,931	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	$1,070,287
Jonathan Lodato	$64,274	$115,647	$40,877	$0	$0	$0	$42,864	$40,798	$79,792	$104,390	$0	$0	$63,407	$0	$0	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	$552,049
Kati Shaffer	$0	$0	$0	$0	$0	$83,527	$135,938	$0	$20,576	$111,047	$0	$0	$24,328	$95,353	$72,498	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	$543,267
Luke Scrocca	$57,399	$0	$0	$97,975	$0	$128,937	$63,669	$43,492	$63,666	$0	$65,857	$0	$0	$54,127	$57,717	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	$632,839
Max Havens	$104,247	$0	$122,359	$0	$0	$145,906	$0	$98,492	$76,274	$40,422	$0	$0	$0	$69,705	$22,572	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	$679,977
Sam Scott	$0	$0	$56,530	$0	$0	$160,215	$116,785	$83,569	$20,658	$0	$0	$0	$36,720	$50,947	$46,117	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	$571,541
Tony Rios	$0	$47,572	$0	$0	$0	$138,045	$0	$59,599	$0	$0	$0	$0	$0	$248,340	$31,903	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	$525,459
Trevor Evans	$34,154	$0	$0	$27,913	$0	$0	$0	$156,566	$159,460	$79,382	$87,622	$0	$0	$91,598	$86,034	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	$722,729
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	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	$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