MTD ARR
$66,456
of $63,900
Attainment
104.0%
to quota
Wins
4
closed deals
Demos
12
held
Opps
9
created
Avg ARR
$0.00
per opp
Demo:Win
33.0%
conversion
EC ARR
$9,600
4 units
1:1 Coaching — Sandler Coach to Success
Behavior (Activity)
- Calls at 198/136 expected (146% to pace) — on track. Goal: 14/day, 70/week.
- Demos at 12/11 expected (109% to pace) — on track. Goal: ~6/week.
Technique (Conversion)
- Demo:Win at 33% — low close rate from demos. Work on post-demo follow-up, urgency, and handling stalls.
Results (Outcomes)
- At 104% to quota — already hit goal. What's working that we can share with the team?
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 | 198 |
| Avg/Day | 19.8 |
| Conversations | 39 |
| Conv Rate | 20%% |
| Avg Duration | 10:12 |
| Voicemails | 0 |
Emails
| Sent | 612 |
| Opened | 294 (48%%) |
| Replied | 37 (6%%) |
| Positive Replies | 0 |
| Personalization | 0% |
| Clicked | 0 (0%) |
Recent Wins (4 this month)
| Account | Type | ARR | Close Date |
|---|---|---|---|
| The Wandering Fig | New Business | $17,656 | 4/8/2026 |
| Coastal Crab Shack | New Business | $19,200 | 4/2/2026 |
| Golden Hour Cafe | New Business | $14,000 | 4/13/2026 |
| Pine Ridge Taproom | Upsell | $15,600 | 4/11/2026 |