April 2026Final
Updated 4/25/2026, 7:44:57 AM EDT Guide Sign out

Team KPI Summary

Projected vs Goal
+122
CRUSHING
Reps vs Goal
5/ 16
BEHIND

11 of 16 on pace to clear unit goal.

9 of 16 on pace to clear volume goal.

Day 18 of 22 · 4 business days left

Units 341/295 goal Proj. 417 +122
Volume $16.36M/$14.75M goal Proj. $19.99M +$5.24M

Power Rankings

Hover any profile bar for the dimension breakdown.

Production (35%) Conversion (25%) Volume $ (15%) Reliability (15%) Consistency (10%)
#NameProfile FocusStatus
1 Heather McLellen
84.0
84.0 / 100
Production100.0%
Conversion100.0%
Volume73.3%
Reliability60.0%
Consistency40.0%
↑ Production · ↓ Consistency DOMINANT
2 David Menjivar
83.0
83.0 / 100
Production93.3%
Conversion80.0%
Volume100.0%
Reliability40.0%
Consistency93.3%
↑ Volume · ↓ Reliability DOMINANT
3 Codi Hammar
71.3
71.3 / 100
Production86.7%
Conversion93.3%
Volume40.0%
Reliability33.3%
Consistency66.7%
↑ Conversion · ↓ Reliability DOMINANT
4 Kati Shaffer
66.3
66.3 / 100
Production73.3%
Conversion86.7%
Volume46.7%
Reliability13.3%
Consistency100.0%
↑ Consistency · ↓ Reliability STAR
5 Luke Scrocca
62.0
62.0 / 100
Production80.0%
Conversion33.3%
Volume53.3%
Reliability60.0%
Consistency86.7%
↑ 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 Max Havens
57.0
57.0 / 100
Production66.7%
Conversion26.7%
Volume66.7%
Reliability60.0%
Consistency80.0%
↑ Consistency · ↓ Conversion CRUSHING IT
8 Chance Calton
53.0
53.0 / 100
Production40.0%
Conversion46.7%
Volume93.3%
Reliability53.3%
Consistency53.3%
↑ Volume · ↓ Production CRUSHING IT
9 Jonathan Lodato
48.0
48.0 / 100
Production53.3%
Conversion66.7%
Volume26.7%
Reliability26.7%
Consistency46.7%
↑ Conversion · ↓ Volume CRUSHING IT
10 Trevor Evans
45.7
45.7 / 100
Production46.7%
Conversion40.0%
Volume86.7%
Reliability20.0%
Consistency33.3%
↑ Volume · ↓ Reliability CRUSHING IT
11 Tony Rios
37.0
37.0 / 100
Production20.0%
Conversion60.0%
Volume60.0%
Reliability0.0%
Consistency60.0%
↑ Conversion · ↓ Reliability GRINDING
12 Chris Antonio
36.0
36.0 / 100
Production26.7%
Conversion53.3%
Volume33.3%
Reliability46.7%
Consistency13.3%
↑ Conversion · ↓ Consistency GRINDING
13 Brodie Davis
35.0
35.0 / 100
Production33.3%
Conversion20.0%
Volume13.3%
Reliability60.0%
Consistency73.3%
↑ Consistency · ↓ Volume GRINDING
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
12.3
12.3 / 100
Production13.3%
Conversion6.7%
Volume20.0%
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.

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 5.73% 10.96% 10am-7pm 4-11 L, M 20 17 85%
Cristina Walsworth 20 12 8 60% $577K 7.19% 9.90% 10am-7pm 4-11 M, H, VH 20 21 105%
Aaron Buckley 15 11 4 73% $573K 5.80% 15.25% 11am-8pm 0-3 L, M, H 9 13 144%
Chris Antonio 20 16 4 80% $810K 9.52% 5.00% 9am-6pm 4-11 M, H, VH 20 30 150%
Tony Rios 15 11 4 73% $826K 10.47% 7.06% 8am-5pm 0-3 M, H 15 21 140%
Chance Calton 25 23 2 92% $1.5M 9.47% 14.97% 9am-6pm 12+ M, H, VH 20 25 125%
Brodie Davis 15 20 ✓ Met 133% $619K 9.63% 5.62% 10am-7pm 0-3 L 15 23 153%
Codi Hammar 20 24 ✓ Met 120% $782K 17.05% 3.31% 11am-8pm 4-11 L, M 20 21 105%
David Menjivar 25 28 ✓ Met 112% $2.4M 11.89% 22.49% 9am-6pm 12+ M, H, VH 25 24 96%
Heather McLellen 20 40 ✓ Met 200% $1.3M 18.75% 10.99% 9:30am-6:30pm 4-11 L, M 20 29 145%
Jonathan Lodato 20 24 ✓ Met 120% $730K 11.41% 19.55% 11am-8pm 4-11 L, M 20 31 155%
Kati Shaffer 20 21 ✓ Met 105% $763K 14.00% 21.05% 9am-6pm 4-11 L, M, H 20 26 130%
Luke Scrocca 15 26 ✓ Met 173% $1.1M 9.72% 13.79% 10am-7pm 0-3 L, M 15 39 260%
Max Havens 15 29 ✓ Met 193% $1.3M 9.57% 13.89% 10am-7pm 0-3 L, M 15 28 187%
Sam Scott 15 27 ✓ Met 180% $1.4M 11.26% 21.60% 11am-8pm 0-3 L, M, H 5 9 180%
Trevor Evans 15 18 ✓ Met 120% $1.1M 9.14% 17.18% 10am-7pm 0-3 M, H, VH 15 30 200%
TEAM TOTAL 295 341 ✓ Met 116% $16,356,627 10.66% 13.29% 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
Name123456789101112131415161718192021222324252627282930Total
Aaron BuckleyW21WW2010OOOWW00XXX1W01210WW11
Brodie Davis121WW2021W1W22011WW02110WW20
Chance CaltonOOO12WW01223WW20130WW20112WW23
Chris Antonio12W3W0012W3W10000WWOOO0111WW16
Chris Frank020WW00120WW001201W00110WW11
Codi HammarX232WW21202WW12212WW0101WW24
Cristina Walsworth0001W120111WW0010WWW2101WW12
David Menjivar211WW0331OOOWWOOO1214WW21213WW28
Heather McLellen742WW41322WW23112WW40200WW40
Jonathan Lodato232WWX2124WW2OOO022WW10100WW24
Kati ShafferOOOOOOOOOWW23OOO13WW132OOO1WW12110WW21
Luke Scrocca20W2W2121W2W02121WW32021WW26
Max Havens203WW30221WW02121WW22033WW29
Sam Scott001WW42210WW112301W04212WW27
Tony Rios01XWW201XOOOWWOOO211OOOWWOOO1101WW11
Trevor Evans1OOO01WOOOOOO3212WW11121WW1100WW18
TEAM TOTAL1820169W221725221511W11181522156W1518181315341
Volume Callout (X) OOO / Weekend Future
Name123456789101112131415161718192021222324252627282930Total
Aaron BuckleyW$92K$57KWW$73K$0$45K$0OOOWW$0$0XXX$24KW$0$57K$76K$149K$0WW$573,046
Brodie Davis$22K$53K$58KWW$63K$0$52K$30KW$24KW$56K$49K$0$29K$36KWW$0$69K$51K$27K$0WW$618,682
Chance CaltonOOO$50K$151KWW$0$61K$97K$78K$235KWW$104K$0$88K$215K$0WW$157K$0$35K$78K$127KWW$1,473,865
Chris Antonio$20K$157KW$165KW$0$0$31K$77KW$145KW$31K$0$0$0$0WWOOO$0$60K$89K$33KWW$809,655
Chris Frank$0$99K$0WW$0$0$20K$103K$0WW$0$0$184K$59K$0$27KW$0$0$21K$78K$0WW$591,545
Codi HammarX$50K$97K$43KWW$52K$32K$51K$0$64KWW$85K$79K$57K$23K$82KWW$0$34K$0$32KWW$781,790
Cristina Walsworth$0$0$0$45KW$62K$69K$0$31K$43K$52KWW$0$0$49K$0WWW$152K$44K$0$31KWW$577,389
David Menjivar$191K$55K$102KWW$0$399K$164K$73KOOOWWOOO$76K$157K$23K$330KWW$95K$68K$164K$84K$463KWW$2,443,930
Heather McLellen$191K$186K$93KWW$108K$21K$102K$70K$65KWW$52K$123K$60K$22K$58KWW$121K$0$60K$0$0WW$1,331,807
Jonathan Lodato$64K$116K$41KWWX$43K$41K$80K$104KWW$63KOOO$0$49K$77KWW$23K$0$28K$0$0WW$729,821
Kati ShafferOOOOOOOOOWW$84K$136KOOO$21K$111KWW$24K$95K$72KOOO$20KWW$47K$94K$38K$20K$0WW$763,101
Luke Scrocca$57K$0W$98KW$129K$64K$43K$64KW$66KW$0$54K$58K$112K$58KWW$77K$81K$0$58K$59KWW$1,078,027
Max Havens$104K$0$122KWW$146K$0$98K$76K$40KWW$0$70K$23K$61K$29KWW$77K$137K$0$136K$137KWW$1,258,050
Sam Scott$0$0$57KWW$160K$117K$84K$21K$0WW$37K$51K$46K$123K$0$61KW$0$251K$213K$67K$157KWW$1,442,749
Tony Rios$0$48KXWW$138K$0$60KXOOOWWOOO$248K$32K$75KOOOWWOOO$66K$35K$0$125KWW$825,935
Trevor Evans$34KOOO$0$28KWOOOOOO$157K$159K$79K$88KWW$92K$86K$31K$75K$61KWW$135K$32K$0$0WW$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$786,709$1,162,444$0$0$16,356,627

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 0.61 20 13 67% 2.25 9 $565,000 $700,390 124% ✓ Met
Brodie Davis 1.11 24 24 102% 1.00 4 $880,000 $756,167 86% $137,485
Chance Calton 1.28 26 28 108% 0.75 3 $1,700,000 $1,801,390 106% ✓ Met
Chris Antonio 0.89 30 20 65% 3.50 14 $1,290,000 $989,578 77% $179,923
Chris Frank 0.61 22 13 61% 2.75 11 $1,410,000 $722,999 51% $131,454
Codi Hammar 1.33 24 29 122% ✓ Met ✓ Met $850,000 $955,521 112% ✓ Met
Cristina Walsworth 0.67 22 15 67% 2.50 10 $1,040,000 $705,697 68% $128,309
David Menjivar 1.56 24 34 143% ✓ Met ✓ Met $1,910,000 $2,987,025 156% ✓ Met
Heather McLellen 2.22 29 49 169% ✓ Met ✓ Met $1,010,000 $1,627,764 161% ✓ Met
Jonathan Lodato 1.33 33 29 89% 2.25 9 $1,450,000 $892,003 62% $162,182
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 1.00 30 22 73% 3.00 12 $1,490,000 $1,292,177 87% $234,941
TEAM TOTAL 18.94 423 417 81% 20.50 82 $19,775,000 $19,991,433 83% $3,634,806

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.