Apex Restaurant Group — Sales Team Dashboard

Team Overview — MTD ACV vs Quota

Rep	Role	Quota	MTD ACV	%	Wins	Pacing
Sarah Chen	AE	$63,900	$88,182	138.0%	5	On Track
Marcus Rodriguez	AE	$63,900	$71,568	112.0%	4	On Track
Priya Patel	AE	$63,900	$66,456	104.0%	4	On Track
Jordan Blake	AE	$63,900	$60,066	94.0%	3	On Track
Alex Rivera	AE	$63,900	$54,954	86.0%	3	On Track
Taylor Nguyen	AE	$63,900	$46,008	72.0%	2	On Track
Dakota Morrison	AE (1-3 Months)	$42,000	$20,160	48.0%	1	On Track
TEAM	7 AEs	$447,320	$407,394	91.1%	22

MBO Tracker — District Scorecard

Attainment to Quota	Goal	Actual	District % to Goal
Total ARR (Controlled)	$447,320	$407,394	91.1%
% of AEs at ARR Quota	100%	3/7	42.9%

MBOs	Goal	Actual	Status
Payroll ARR as % of Total ARR	36% / 40%	13.5%	At Risk
NB Referral Demo:Win Conv	80% / 83%	28.4%	At Risk

Key Metrics	Goal (Mo)	Actual	% to Goal	Pace
Total Opps Created	135	61	45.2%	At Risk
Opps Created Per Rep	19	8.7
Avg ARR	$1,800	$18,518	1028.8%
Opp:Win Conversion		34.4%
Opp:Demo Conversion		83.0%
NBR Referral Opps (total)		29
SS Opps (total)	56	32	57.1%	On Track
Total Wins	33	22	66.7%	On Track
Total Demos	174	74	42.5%	At Risk
Total Calls	2100	1224	58.3%	On Track

People	Goal	Actual	Status
Headcount	7	7/7	On Track
OOT Attrition	0	0	On Track
AEs in PM	0	1	At Risk

Self-Sourced Opps Created

Rep	Created	Goal	% to Goal	Pace
Sarah Chen	7	8	88.0%	On Track
Marcus Rodriguez	6	8	75.0%	On Track
Priya Patel	5	8	63.0%	On Track
Jordan Blake	5	8	63.0%	On Track
Alex Rivera	4	8	50.0%	On Track
Taylor Nguyen	3	8	38.0%	At Risk
Dakota Morrison	2	8	25.0%	Behind
TEAM	32	56

NBR Referrals

Rep	Created	Closed Won	Demo:Win %
Sarah Chen	4	2	36.0%
Marcus Rodriguez	4	1	31.0%
Priya Patel	4	2	33.0%
Jordan Blake	5	1	27.0%
Alex Rivera	5	1	30.0%
Taylor Nguyen	4	1	25.0%
Dakota Morrison	3	0	17.0%
TEAM	29	8	29.7%

MBO Target: Demo:Win 80% / 83% — Currently 29.7% At Risk

Employee Cloud / Payroll (EC) Sales

Rep	EC Units	EC ARR	EC Goal	% to Goal	Pace
Sarah Chen	6	$12,400	$10,000	124.0%	On Track
Marcus Rodriguez	5	$10,850	$10,000	109.0%	On Track
Priya Patel	4	$9,600	$10,000	96.0%	On Track
Jordan Blake	4	$8,200	$10,000	82.0%	On Track
Alex Rivera	3	$7,100	$10,000	71.0%	On Track
Taylor Nguyen	2	$4,800	$10,000	48.0%	On Track
Dakota Morrison	1	$2,200	$10,000	22.0%	Behind
TEAM	25	$55,150	$70,000	78.8%

MBO Target: EC ARR as % of Total ARR — 36% / 40% — Currently 13.5% At Risk

Enablement MBO Tracker (WorkRamp — as of 2026-04-13)

Rep	Completion	Avg Grade	Failed	Overdue	Needs Grading
Sarah Chen	98%	94%	0	0	0
Marcus Rodriguez	92%	91%	0	0	0
Priya Patel	95%	93%	0	0	0
Jordan Blake	88%	87%	0	0	1
Alex Rivera	85%	84%	0	1	0
Taylor Nguyen	78%	79%	1	1	2
Dakota Morrison	72%	74%	1	2	1
TEAM	87%	88%

On Track MBO threshold: 85% team completion. Currently at 87% — meeting target.

Pipeline Health

Rep	Open Deals	Pipeline Value	Stale (>30d)	Health
Sarah Chen	6	$114,000	0	Healthy
Marcus Rodriguez	5	$89,000	0	Healthy
Priya Patel	5	$92,600	0	Healthy
Jordan Blake	5	$85,200	0	Healthy
Alex Rivera	5	$82,200	0	Healthy
Taylor Nguyen	5	$77,400	3	Needs attention
Dakota Morrison	4	$55,200	2	Needs attention
TEAM	35	$595,600	5

Calls Activity

Rep	Calls	Avg/Day	Conversations	Conv Rate	Avg Duration
Sarah Chen	247	24.7	58	23%%	9:48
Marcus Rodriguez	221	22.1	46	21%%	8:42
Priya Patel	198	19.8	39	20%%	10:12
Jordan Blake	184	18.4	33	18%%	7:55
Alex Rivera	162	16.2	27	17%%	8:18
Taylor Nguyen	118	11.8	16	14%%	6:22
Dakota Morrison	94	9.4	11	12%%	5:48

Email Activity

Rep	Sent	Opened	Open Rate	Replied	Reply Rate
Sarah Chen	742	386	52%%	52	7%%
Marcus Rodriguez	688	337	49%%	44	6%%
Priya Patel	612	294	48%%	37	6%%
Jordan Blake	556	250	45%%	28	5%%
Alex Rivera	498	214	43%%	22	4%%
Taylor Nguyen	432	164	38%%	17	4%%
Dakota Morrison	408	143	35%%	12	3%%

Recent Wins

Account	Type	ARR	Close Date	Rep
Skyline BBQ Co	New Business	$16,200	4/9/2026	Sarah Chen
Moonlit Ramen House	New Business	$19,200	4/9/2026	Jordan Blake
The Wandering Fig	New Business	$17,656	4/8/2026	Priya Patel
Dockside Oyster Bar	New Business	$18,968	4/7/2026	Marcus Rodriguez
Willow Branch Diner	New Business	$24,608	4/7/2026	Taylor Nguyen
Maya's Cantina Group	New Business	$19,800	4/6/2026	Sarah Chen
Ember & Oak Steakhouse	New Business	$20,154	4/6/2026	Alex Rivera
Ironwood Grill House	New Business	$21,400	4/3/2026	Marcus Rodriguez
Stoneyard Pizzeria	New Business	$22,866	4/3/2026	Jordan Blake
Blue Harbor Tavern	New Business	$22,400	4/2/2026	Sarah Chen
Coastal Crab Shack	New Business	$19,200	4/2/2026	Priya Patel
Harvest Table Restaurants	Upsell	$14,800	4/13/2026	Sarah Chen
Saffron & Sage Kitchen	New Business	$14,400	4/13/2026	Marcus Rodriguez
Golden Hour Cafe	New Business	$14,000	4/13/2026	Priya Patel
Bramble & Bee Brunch	Add-On	$18,000	4/13/2026	Jordan Blake
Cloudberry Creamery	Add-On	$17,000	4/13/2026	Alex Rivera
Crescent Moon Cafe	New Business	$21,400	4/13/2026	Taylor Nguyen
Pine Ridge Taproom	Upsell	$15,600	4/11/2026	Priya Patel
Copper Kettle Bistro	Add-On	$14,982	4/10/2026	Sarah Chen
Red Lantern Noodle Co	Add-On	$16,800	4/10/2026	Marcus Rodriguez

Forecast vs Quota — Pacing

Sarah Chen

$63,900

138.0%

Marcus Rodriguez

$63,900

112.0%

Priya Patel

$63,900

104.0%

Jordan Blake

$63,900

94.0%

Alex Rivera

$63,900

86.0%

Taylor Nguyen

$63,900

72.0%

Dakota Morrison

$42,000

48.0%

TEAM TOTAL

$447,320

91.1%

▼ = Expected pace (Working Day 10/22)

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