MTD ARR
$71,568
of $63,900
Attainment
112.0%
to quota
Wins
4
closed deals
Demos
13
held
Opps
10
created
Avg ARR
$0.00
per opp
Demo:Win
31.0%
conversion
EC ARR
$10,850
5 units
1:1 Coaching — Sandler Coach to Success
Behavior (Activity)
- Calls at 221/136 expected (162% to pace) — on track. Goal: 14/day, 70/week.
- Demos at 13/11 expected (118% to pace) — on track. Goal: ~6/week.
Technique (Conversion)
- Demo:Win at 31% — low close rate from demos. Work on post-demo follow-up, urgency, and handling stalls.
Results (Outcomes)
- At 112% to quota — already hit goal. What's working that we can share with the team?
- 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 | 221 |
| Avg/Day | 22.1 |
| Conversations | 46 |
| Conv Rate | 21%% |
| Avg Duration | 8:42 |
| Voicemails | 0 |
Emails
| Sent | 688 |
| Opened | 337 (49%%) |
| Replied | 44 (6%%) |
| Positive Replies | 0 |
| Personalization | 0% |
| Clicked | 0 (0%) |
Stale Deals (1 deals > 14 days)
| Account | Opportunity | Stage | Days | ARR | Next Step |
|---|---|---|---|---|---|
| 18d | $16,000 |
Recent Wins (4 this month)
| Account | Type | ARR | Close Date |
|---|---|---|---|
| Dockside Oyster Bar | New Business | $18,968 | 4/7/2026 |
| Ironwood Grill House | New Business | $21,400 | 4/3/2026 |
| Saffron & Sage Kitchen | New Business | $14,400 | 4/13/2026 |
| Red Lantern Noodle Co | Add-On | $16,800 | 4/10/2026 |