MTD ARR
$88,182
of $63,900
Attainment
138.0%
to quota
Wins
5
closed deals
Demos
14
held
Opps
11
created
Avg ARR
$0.00
per opp
Demo:Win
36.0%
conversion
EC ARR
$12,400
6 units
1:1 Coaching — Sandler Coach to Success
Behavior (Activity)
- Calls at 247/136 expected (182% to pace) — on track. Goal: 14/day, 70/week.
- Demos at 14/11 expected (127% to pace) — on track. Goal: ~6/week.
Technique (Conversion)
- Demo:Win at 36% — low close rate from demos. Work on post-demo follow-up, urgency, and handling stalls.
Results (Outcomes)
- At 138% 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 | 247 |
| Avg/Day | 24.7 |
| Conversations | 58 |
| Conv Rate | 23%% |
| Avg Duration | 9:48 |
| Voicemails | 0 |
Emails
| Sent | 742 |
| Opened | 386 (52%%) |
| Replied | 52 (7%%) |
| Positive Replies | 0 |
| Personalization | 0% |
| Clicked | 0 (0%) |
Recent Wins (5 this month)
| Account | Type | ARR | Close Date |
|---|---|---|---|
| Skyline BBQ Co | New Business | $16,200 | 4/9/2026 |
| Maya's Cantina Group | New Business | $19,800 | 4/6/2026 |
| Blue Harbor Tavern | New Business | $22,400 | 4/2/2026 |
| Harvest Table Restaurants | Upsell | $14,800 | 4/13/2026 |
| Copper Kettle Bistro | Add-On | $14,982 | 4/10/2026 |