Margin Max / Reporting & financial control
Activity, conversion & accountability
Follow calls through to inspections and signed agreements. Review the conversion gaps, team activity and lead distribution.
Outreach efficiency
| Measure | Value |
|---|---|
| Calls made | 49 |
| Calls connected | 19 |
| Connection rate | 39% |
| Appointments set | 49 |
| Appointments per hour | 0.00 |
| Total hours | 0.0 |
| Cost per appointment | $0 |
Inspection outcomes
| Measure | Value |
|---|---|
| Inspections set | 49 |
| Inspections kept | 14 |
| Kept rate | 29% |
| Damage found | 1 |
| Damage rate | 7% |
| Agreements signed | 1 |
| Missed inspections | 5 |
Team performance
| Owner | Appointments set | Kept | Agreements | Close rate |
|---|---|---|---|---|
| Rep 1 | 2 | 0 | 0 | 0% |
| Rep 2 | 14 | 1 | 0 | 0% |
| Rep 3 | 13 | 10 | 0 | 0% |
| Rep 4 | 7 | 2 | 0 | 0% |
| Rep 5 | 11 | 1 | 1 | 100% |
| Rep 6 | 0 | 0 | 0 | 0% |
| Rep 7 | 1 | 0 | 0 | 0% |
| Rep 8 | 1 | 0 | 0 | 0% |
Revenue pipeline
| Measure | Value |
|---|---|
| Pipeline revenue | $0 |
| Closed revenue | $0 |
| Agreement rate | 7% |
| Average deal size | $0 |
| Estimates ordered | 0 |
| Estimate rate | 0% |
| Projected revenue | $0 |
Lead scoring
| Measure | Value |
|---|---|
| Average score | 26.6 |
| Hot leads | 1 · 2% |
| Warm leads | 2 · 4% |
| Cold leads | 46 · 94% |
Year-to-date & team measures
| Measure | Value |
|---|---|
| Appointments set | 114 |
| Appointments kept | 58 |
| Revenue | $0 |
| Connection-rate score | 3 |
| Kept-rate score | 1 |
| Agreement-rate score | 1 |
| Overall team performance score | 1.7 |
| Team rating | Stable |
| Average handle time | 0.0 minutes |
| Schedule adherence | 0% |
| Total labor cost | $0 |
Rep performance scores
| Group | Rank | Score |
|---|---|---|
| Top performer | 1 | 46.4 |
| Top performer | 2 | 22.1 |
| Top performer | 3 | 9.9 |
| Needs coaching | 8 | 0.0 |
| Needs coaching | 7 | 0.0 |
| Needs coaching | 6 | 0.0 |