MTD ARR
$54,954
of $63,900
Attainment
86.0%
to quota
Wins
3
closed deals
Demos
10
held
Opps
9
created
Avg ARR
$0.00
per opp
Demo:Win
30.0%
conversion
EC ARR
$7,100
3 units
1:1 Coaching — Sandler Coach to Success
Behavior (Activity)
- Calls at 162/136 expected (119% to pace) — on track. Goal: 14/day, 70/week.
- Demos at 10/11 expected (91% to pace) — on track. Goal: ~6/week.
Technique (Conversion)
- Demo:Win at 30% — low close rate from demos. Work on post-demo follow-up, urgency, and handling stalls.
Results (Outcomes)
- At 86% to quota (1.9x pace on working day 10/22) — well ahead of pace. Keep momentum.
- 1 deals stale >14 days — review next steps on each.
Suggested Coaching Questions
- "After your last demo, what was the prospect's commitment? Did you get a clear next step?"
- "What's one thing you want to improve this week, and how can I help?"
Calls
| Total Calls | 162 |
| Avg/Day | 16.2 |
| Conversations | 27 |
| Conv Rate | 17%% |
| Avg Duration | 8:18 |
| Voicemails | 0 |
Emails
| Sent | 498 |
| Opened | 214 (43%%) |
| Replied | 22 (4%%) |
| Positive Replies | 0 |
| Personalization | 0% |
| Clicked | 0 (0%) |
Stale Deals (1 deals > 14 days)
| Account | Opportunity | Stage | Days | ARR | Next Step |
|---|---|---|---|---|---|
| 22d | $14,200 |
Recent Wins (3 this month)
| Account | Type | ARR | Close Date |
|---|---|---|---|
| Ember & Oak Steakhouse | New Business | $20,154 | 4/6/2026 |
| Cloudberry Creamery | Add-On | $17,000 | 4/13/2026 |
| Tidepool Taqueria | New Business | $17,800 | 4/10/2026 |