MTD ARR
$46,008
of $63,900
Attainment
72.0%
to quota
Wins
2
closed deals
Demos
8
held
Opps
7
created
Avg ARR
$0.00
per opp
Demo:Win
25.0%
conversion
EC ARR
$4,800
2 units
1:1 Coaching — Sandler Coach to Success
Behavior (Activity)
- Calls at 118/136 expected by day 10 (87% to pace) — slightly behind. Goal: 14/day, 70/week.
- Demos at 8/11 expected by day 10 (73% to pace) — close. Goal: ~6/week.
Technique (Conversion)
- Demo:Win at 25% — low close rate from demos. Work on post-demo follow-up, urgency, and handling stalls.
Results (Outcomes)
- At 72% to quota (1.6x pace on working day 10/22) — well ahead of pace. Keep momentum.
- 4 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?"
- "You have 4 deals sitting >14 days. Which ones are real and which should we close out?"
- "What's one thing you want to improve this week, and how can I help?"
Calls
| Total Calls | 118 |
| Avg/Day | 11.8 |
| Conversations | 16 |
| Conv Rate | 14%% |
| Avg Duration | 6:22 |
| Voicemails | 0 |
Emails
| Sent | 432 |
| Opened | 164 (38%%) |
| Replied | 17 (4%%) |
| Positive Replies | 0 |
| Personalization | 0% |
| Clicked | 0 (0%) |
Stale Deals (4 deals > 14 days)
| Account | Opportunity | Stage | Days | ARR | Next Step |
|---|---|---|---|---|---|
| 41d | $15,600 | ||||
| 37d | $16,800 | ||||
| 34d | $13,800 | ||||
| 19d | $14,000 |
Recent Wins (2 this month)
| Account | Type | ARR | Close Date |
|---|---|---|---|
| Willow Branch Diner | New Business | $24,608 | 4/7/2026 |
| Crescent Moon Cafe | New Business | $21,400 | 4/13/2026 |