MTD ARR
$60,066
of $63,900
Attainment
94.0%
to quota
Wins
3
closed deals
Demos
11
held
Opps
10
created
Avg ARR
$0.00
per opp
Demo:Win
27.0%
conversion
EC ARR
$8,200
4 units
1:1 Coaching — Sandler Coach to Success
Behavior (Activity)
- Calls at 184/136 expected (135% to pace) — on track. Goal: 14/day, 70/week.
- Demos at 11/11 expected (100% to pace) — on track. Goal: ~6/week.
Technique (Conversion)
- Demo:Win at 27% — low close rate from demos. Work on post-demo follow-up, urgency, and handling stalls.
Results (Outcomes)
- At 94% to quota (2.1x 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 | 184 |
| Avg/Day | 18.4 |
| Conversations | 33 |
| Conv Rate | 18%% |
| Avg Duration | 7:55 |
| Voicemails | 0 |
Emails
| Sent | 556 |
| Opened | 250 (45%%) |
| Replied | 28 (5%%) |
| Positive Replies | 0 |
| Personalization | 0% |
| Clicked | 0 (0%) |
Stale Deals (1 deals > 14 days)
| Account | Opportunity | Stage | Days | ARR | Next Step |
|---|---|---|---|---|---|
| 15d | $18,200 |
Recent Wins (3 this month)
| Account | Type | ARR | Close Date |
|---|---|---|---|
| Moonlit Ramen House | New Business | $19,200 | 4/9/2026 |
| Stoneyard Pizzeria | New Business | $22,866 | 4/3/2026 |
| Bramble & Bee Brunch | Add-On | $18,000 | 4/13/2026 |