SMARTMIND

Sales Call Overview

Baseline control metrics and closer performance

Filters
Updated Feb 25, 4:00 AM

Revenue

Gross Revenue
+70.6%

$406K

Baseline #13

Net Revenue
+68.1%

$393.2K

Baseline #14 (Cash Collected)

Units Sold
+75.8%

58

Baseline #12 (Deals Closed Won)

AOV
-4.4%

$6,779

Revenue / Units

Pipeline

Sales Calls Booked
-33.8%

178

Baseline #9

Sales Show Rate
+0%

41.2%

64 showed of 178

Close Rate [T]
+165.6%

32.6%

Units / Booked

Close Rate [C]

90.6%

Units / Shows

Revenue Per Booking (ROCA Proxy)

$2,209

Net Revenue / Sales Calls Booked — full ROCA requires ad spend data

Revenue Quality

Collection Rate
-1.5%

96.8%

Net / Gross

New Revenue

$392.6K

First payments

Plan Revenue

$13.4K

Installments

Refunds

$12.8K

Closer Performance

Individual rep metrics with call data from Calendly

12 closers
#CloserRevenueUnitsAOVCallsShowedShow %Close [T]Close [C]Rev/BookingCollectionCommission
1

Marco Giammattei

-27.0% vs prior
$69.1K
10$6,910115100.0%90.9%200.0%$6,28290.0%$8.3K
2

Boian Ivanov

$56.8K
8$7,1003319100.0%24.2%42.1%$1,72179.1%$6.8K
3

Sam Gordon

-40.8% vs prior
$40.4K
9$4,48984100.0%112.5%225.0%$5,05055.0%$4.8K
4

Ashley Bourque

$39.6K
8$4,950168100.0%50.0%100.0%$2,47573.5%$4.8K
5

Dmitriy Lee

-30.2% vs prior
$32.8K
6$5,458104100.0%60.0%150.0%$3,27569.8%$3.9K
6

Steven McLaren

$20.2K
3$6,733119100.0%27.3%33.3%$1,83685.6%$2.4K
7

Joel Supe

$19.9K
3$6,62233100.0%100.0%100.0%$6,62278.8%$2.4K
8

Ethan Jukes-Mcnee

$17.6K
3$5,86765100.0%50.0%60.0%$2,933100.0%$2.1K
9

Hamza Malik

$11.9K
2$5,95031100.0%66.7%200.0%$3,96777.3%$1.4K
10

Jake Karcher

$7.8K
1$7,800100.0%$936
11

Matt Pulliam

$7.8K
1$7,80032100.0%33.3%50.0%$2,600100.0%$936
12

Rafa Zanolini

$6K
2$3,00031100.0%66.7%200.0%$2,00033.3%$720
TOTAL$329.8K56$6,7791076141.2%32.6%90.6%$3,08296.8%$39.6K

Call Status Distribution

All Teams

130Calls
Closed
5643%
Showed DQ
2822%
Unknown
1411%
Cancelled - By Lead
86%
Showed NC - Price
65%
Cancelled - DQ
43%
No Show
32%
Showed NC - Credibility
22%
Showed NC - Value
22%
Rescheduled
22%
Expected to Close
22%
Showed NC - Competitor
11%
Showed NC - Failed Financing
11%
Follow Up
11%

Closer Pipeline

Closed
5644%
Showed DQ
2822%
Unknown
129%
Cancelled - By Lead
86%
Showed NC - Price
65%
Cancelled - DQ
43%
No Show
32%
Showed NC - Credibility
22%
Showed NC - Value
22%
Rescheduled
22%
Expected to Close
22%
Showed NC - Competitor
11%
Showed NC - Failed Financing
11%
Follow Up
11%

Sales Pipeline

Unknown
2100%

Calendly Call Activity

HostCategoryTotalShowedCancelledNo-ShowPendingShow Rate
Boian Ivanovsales_call331960876.0%
Ashlynn Quirogatriage_call201730085.0%
Ashton Cernickytriage_call17860357.1%
Ashley Bourquesales_call16820680.0%
Kevin Vinodtriage_call12820280.0%
Steven McLarensales_call11920081.8%
Marco Giammatteisales_call11530362.5%
Client Supportonboarding_call105005100.0%
Dmitriy Leesales_call10440250.0%
Tori Dangtriage_call10520371.4%
John Crowdertriage_call10450144.4%
Sam Gordonsales_call8420266.7%
Noah Chamberstriage_call7410280.0%
Ethan Jukes-Mcneesales_call6510083.3%
Finley Carosales_call43001100.0%
Ethan Jukes-Mcneeuncategorized4220050.0%
Marvin Raschesales_call404000.0%
Rafa Zanolinisales_call3120033.3%
Hamza Maliksales_call3120033.3%
Anna McKaytriage_call32001100.0%
Matt Pulliamsales_call3210066.7%
Joel Supesales_call33000100.0%
Ashley Bourqueuncategorized21001100.0%

Follow-Up Revenue Tracker

Total Eligible

1,165

Total Collected

$317.9K

Units Closed

54

Total Commission

$38.1K

Marco Giammattei

10 closed

Eligible Leads

352

Potential Rev

$0

Rev Collected

$69.1K

Commission (12%)

$8.3K

Boian Ivanov

8 closed

Eligible Leads

45

Potential Rev

$0

Rev Collected

$56.8K

Commission (12%)

$6.8K

Sam Gordon

9 closed

Eligible Leads

185

Potential Rev

$0

Rev Collected

$40.4K

Commission (12%)

$4.8K

Ashley Bourque

8 closed

Eligible Leads

39

Potential Rev

$0

Rev Collected

$39.6K

Commission (12%)

$4.8K

Dmitriy Lee

6 closed

Eligible Leads

354

Potential Rev

$7.8K

Rev Collected

$32.8K

Commission (12%)

$3.9K

Collection Progress420%

Steven McLaren

3 closed

Eligible Leads

10

Potential Rev

$0

Rev Collected

$20.2K

Commission (12%)

$2.4K

Joel Supe

3 closed

Eligible Leads

8

Potential Rev

$0

Rev Collected

$19.9K

Commission (12%)

$2.4K

Ethan Jukes-Mcnee

3 closed

Eligible Leads

6

Potential Rev

$0

Rev Collected

$17.6K

Commission (12%)

$2.1K

Matt Pulliam

1 closed

Eligible Leads

4

Potential Rev

$0

Rev Collected

$7.8K

Commission (12%)

$936

Jake Karcher

1 closed

Eligible Leads

6

Potential Rev

$0

Rev Collected

$7.8K

Commission (12%)

$936

Rafa Zanolini

2 closed

Eligible Leads

76

Potential Rev

$0

Rev Collected

$6K

Commission (12%)

$720

Ashton Cernicky

Eligible Leads

3

Potential Rev

$0

Rev Collected

$0

Commission (12%)

$0

Kevin Vinod

Eligible Leads

2

Potential Rev

$0

Rev Collected

$0

Commission (12%)

$0

finley caro

Eligible Leads

1

Potential Rev

$0

Rev Collected

$0

Commission (12%)

$0

Tori Dang

Eligible Leads

1

Potential Rev

$0

Rev Collected

$0

Commission (12%)

$0

Ashlynn Quiroga

Eligible Leads

1

Potential Rev

$0

Rev Collected

$0

Commission (12%)

$0

Sam Grunkiewicz

Eligible Leads

12

Potential Rev

$0

Rev Collected

$0

Commission (12%)

$0

Hamza Malik

Eligible Leads

5

Potential Rev

$0

Rev Collected

$0

Commission (12%)

$0

Dean M

Eligible Leads

1

Potential Rev

$0

Rev Collected

$0

Commission (12%)

$0

Marvin Rasche

Eligible Leads

52

Potential Rev

$0

Rev Collected

$0

Commission (12%)

$0

Brendan Hendrickson

Eligible Leads

2

Potential Rev

$0

Rev Collected

$0

Commission (12%)

$0