April 2026
Updated 4/16/2026, 10:21:32 PM Sign out

Team KPI Summary

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

223/295
enrolled
On pace for 446 units
Volume MTD
$10,068,029
Projected Units
446
Projected Volume
$20,136,058
Top Producer
Heather — 31
Days Remaining
11 of 22
Above Goal
3
Below Goal
13
Revenue Gap
$9,706,971

Power Rankings

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

#NameScore PRDEFFCONVOLREL StrengthWatchStatus
1 Heather McLellen 82.7 Production Reliability DOMINANT
2 Chance Calton 69.7 Efficiency Consistency DOMINANT
3 Kati Shaffer 69.7 Consistency Reliability STAR
4 Jonathan Lodato 63.3 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 Chris Antonio 50.3 Efficiency Consistency CRUSHING IT
9 Max Havens 49.3 Production Consistency CRUSHING IT
10 Luke Scrocca 47.7 Consistency Efficiency CRUSHING IT
11 Tony Rios 37.0 Efficiency Reliability GRINDING
12 Sam Scott 34.7 Reliability Volume DEVELOPING
13 Cristina Walsworth 32.7 Efficiency Production DEVELOPING
14 Brodie Davis 31.7 Consistency Efficiency DEVELOPING
15 Chris Frank 13.3 Reliability Efficiency 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 (ET) Tenure (mo) Tier Conv Rate Calls <5 Prior Goal Prior Enrolled Prior % Goal Enrolled Volume Remaining % to Goal
Aaron Buckley 11am – 8pm 0 – 3 H, M, L 8.86% 12.31% 9 13 144% 15 6 $266,333 9 40%
Brodie Davis 10am – 7pm 0 – 3 L 9.97% 9.24% 15 23 153% 15 14 $406,213 1 93%
Chance Calton 9am – 6pm 12+ VH, H, M 14.34% 8.21% 20 25 125% 25 15 $887,184 10 60%
Chris Antonio 9am – 6pm 4 – 11 VH, H, M 15.38% 5.64% 20 30 150% 20 13 $627,455 7 65%
Chris Frank 10am – 7pm 4 – 11 M, L 8.40% 16.67% 20 17 85% 20 7 $435,672 13 35%
Codi Hammar 11am – 8pm 4 – 11 M, L 12.15% 4.50% 20 21 105% 20 17 $553,000 3 85%
Cristina Walsworth 10am – 7pm 4 – 11 VH, H, M 14.97% 12.00% 20 21 105% 20 7 $301,586 13 35%
David Menjivar 9am – 6pm 12+ VH, H, M 10.15% 21.66% 25 24 96% 25 14 $1,217,099 11 56%
Heather McLellen 9:30am – 6:30pm 4 – 11 M, L 13.57% 9.65% 20 29 145% 20 31 $1,070,287 -11 155%
Jonathan Lodato 11am – 8pm 4 – 11 M, L 12.39% 16.12% 20 31 155% 20 19 $576,979 1 95%
Kati Shaffer 9am – 6pm 4 – 11 H, M, L 12.11% 18.10% 20 26 130% 20 15 $543,267 5 75%
Luke Scrocca 10am – 7pm 0 – 3 M, L 11.09% 10.75% 15 39 260% 15 16 $683,247 -1 107%
Max Havens 10am – 7pm 0 – 3 M, L 12.29% 15.82% 15 28 187% 15 16 $679,977 -1 107%
Sam Scott 11am – 8pm 0 – 3 H, M, L 10.91% 11.01% 5 9 180% 15 14 $571,541 1 93%
Tony Rios 8am – 5pm 0 – 3 H, M 12.68% 7.84% 15 21 140% 15 7 $525,459 8 47%
Trevor Evans 10am – 7pm 0 – 3 VH, H, M 13.11% 11.81% 15 30 200% 15 12 $722,729 3 80%
TEAM TOTAL 274 387 141% 295 223 $10,068,029 72 76%

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
Name123456789101112131415161718192021222324252627282930Total
Aaron BuckleyW210W2010OOOWW00XWWWW6
Brodie Davis121WW2021W1W220WWWW14
Chance CaltonOOO12WW01223WW201WWWW15
Chris Antonio12W3W0012W3W100WWWW13
Chris Frank020WW00120WW001WWWW7
Codi HammarX232WW21202WW12WWWW17
Cristina Walsworth0001W120111WW00WWWW7
David Menjivar211WW0331OOOWWOOO12WWWW14
Heather McLellen742WW41322WW231WWWW31
Jonathan Lodato232WWX2124WW2OOO0WWWW19
Kati ShafferOOOOOOOOOWW23OOO13WW132WWWW15
Luke Scrocca20W2W2121W2W021WWWW16
Max Havens203WW30221WW021WWWW16
Sam Scott001WW42210WW112WWWW14
Tony Rios01XWW201XOOOWWOOO21OOOOOOWWWW7
Trevor Evans1OOO01WOOOOOO3212WW11WWWW12
TEAM TOTAL1820169W221725221511W111815223
Name123456789101112131415161718192021222324252627282930Total
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$887,184
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$435,672
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$576,979
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$683,247
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$10,068,029

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 30 $1,774,368 1.36 0.91 58% 52% 11 $887,184
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 14 $871,344 0.64 1.18 32% 31% 15 $435,672
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 38 $1,153,958 1.73 0.09 58% 40% 14 $576,979
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 32 $1,366,494 1.45 -0.09 41% 48% 23 $683,247
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 $19,775,000 446 $20,136,058 20.27 6.55 53% 51% 200 $10,068,029