The team, last 30 days

Aug 15 – Sep 13 · 100 evaluated calls across 4 reps · compared with the 30 days before (50 calls)

7d 30d 60d 90d 180d

Team average

6.6/ 10

+0.4 vs prior 30d

Calls evaluated

100

+50 vs prior 30d

Below the alert line (4.5)

11% · 11 calls

-7 pts share of calls

Things to fix per call

1.7

-0.2 red moments per report

Where the team is heading

one mark per day · hover for the calls behind it

Alex RiveraDana WhitfieldMarcus BellPriya Nair

at or above target 8.0 between under the alert line 4.5

Then → now

6.7Aug 15

8.3Sep 12

+1.7

The rolling average at the start of the period against the end of it.

Alex Rivera	6.2 → 7.8	+1.6
Dana Whitfield	7.7 → 8.6	+0.9
Marcus Bell	6.9 → 7.9	+1
Priya Nair	5.4 → 6.1	+0.8

Movers

vs prior 30d

Priya Nair	4.8 → 5.5	+0.7
Alex Rivera	6.6 → 7.0	+0.5
Dana Whitfield	7.0 → 7.5	+0.4
Marcus Bell	6.2 → 6.4	+0.3

Who is strong where

average score by category · click a cell to see that rep · faded cells rest on fewer than 3 calls

	Overall	Opening	Discovery	Trust	Product	Why Us	Price	Next Step
Alex Rivera20 calls	7.0	6.9	6.8	6.5	6.7	6.9	7.2	8.2
Dana Whitfield28 calls	7.5	6.9	8.4	8.0	7.4	7.4	7.5	6.7
Marcus Bell23 calls	6.4	6.5	6.3	6.9	8.0	6.7	5.1	5.6
Priya Nair29 calls	5.5	6.5	5.9	5.3	5.5	4.3	5.7	5.0
Team100 calls	6.6	6.7	6.9	6.7	6.8	6.2	6.3	6.2

Ranking

last 30 days

Rank over time

each week, on the trailing 30 days of calls

Where the team is struggling

weakest category first · red = moments the reports told a rep to fix

Why UsStandard priority · scored on 100 calls

31 red · 17 green
6.2

Never said why NorthlinePriya Nair · Sep 11 Never said why NorthlinePriya Nair · Sep 10 Never said why NorthlineDana Whitfield · Sep 10

Next StepCritical priority · scored on 100 calls

24 red · 15 green
6.2

Left the visit openPriya Nair · Sep 11 Warm goodbye, nothing lockedMarcus Bell · Sep 9 Warm goodbye, nothing lockedAlex Rivera · Sep 9

PriceHigh priority · scored on 100 calls

29 red · 26 green
6.3

Gave a discount nobody asked forPriya Nair · Sep 10 Folded on the first pushMarcus Bell · Sep 9 Folded on the first pushAlex Rivera · Sep 9

TrustHigh priority · scored on 100 calls

29 red · 24 green
6.7

OpeningHigh priority · scored on 100 calls

18 red · 19 green
6.7

ProductStandard priority · scored on 100 calls

18 red · 27 green
6.8

DiscoveryCritical priority · scored on 100 calls

22 red · 27 green
6.9

Best call

worth playing for the team

9.9

Dana Whitfield · Sep 8, 5:34 pm · Derek

Clean call — a date, a deliverable and a yes

Derek called about a Fat Boy. The rep found out what he rides and why he's looking, built value on the bike, and locked a Saturday visit.

Worst call

worth a conversation

3.3

Priya Nair · Aug 18, 1:02 pm · Nate

Answered everything, asked nothing

Nate called about a Sportster S. The rep answered what was asked but never steered, and the call ended without a firm next step.

Consistency

lowest to highest call, dot = average

Alex Rivera 4.3 – 9.9 · spread 1.5

Dana Whitfield 4.0 – 9.9 · spread 1.6

Marcus Bell 3.7 – 9.3 · spread 1.4

Priya Nair 3.3 – 7.3 · spread 1.2

A small spread means the average is a fair picture of him. A wide one means his good and bad calls look nothing alike — worth asking why.

Discovery questions

per call

5.8asked per call

2.9before price came up

Counted by the evaluator on every call — the hardest number in the report, and the one discovery coaching moves first.

Did they read it?

reps opening their own reports

Alex Rivera	17 of 24
Dana Whitfield	22 of 24
Marcus Bell	19 of 24
Priya Nair	19 of 24

Counts real opens of the rep's own report link. Mail scanners that pre-fetch links are not counted.

Calls under the alert line

11 of 100 this period · worst first

Score	Rep	When	Customer	Verdict	To fix
3.3	Priya Nair	Aug 18, 1:02 pm	Nate	Answered everything, asked nothing	3
3.3	Priya Nair	Aug 24, 3:17 pm	Dwayne	Flat open, flat finish	6
3.4	Priya Nair	Aug 30, 11:19 am	Tom	Overpromised on timing and ended with no next step	5
3.4	Priya Nair	Sep 8, 10:37 am	Hannah	Negotiated against himself and lost the close	6
3.7	Marcus Bell	Sep 2, 4:09 pm	Tom	Overpromised on timing and ended with no next step	3
4.0	Priya Nair	Aug 22, 4:55 pm	Luis	Answered everything, asked nothing	5
4.0	Dana Whitfield	Aug 24, 5:10 pm	Luis	Overpromised on timing and ended with no next step	3
4.0	Dana Whitfield	Sep 3, 2:42 pm	Luis	Answered everything, asked nothing	2
4.3	Alex Rivera	Aug 17, 6:55 pm	Hannah	Negotiated against himself and lost the close	6
4.3	Marcus Bell	Aug 27, 12:33 pm	Travis	Answered everything, asked nothing	4
4.3	Priya Nair	Sep 2, 5:12 pm	Gary	Flat open, flat finish	4