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Aaron's Team

Sales Manager · 3 salespeople

Team Priority

Internet Advancement

Materially Below Standard

Team Appointment Set

17.1%

Cohereo Benchmark

40%

Gap

-22.9 pts

Aaron's team is engaging customers but not consistently converting those conversations into appointments.

Needs Attention

Matthew Rutledge

Advancement — 17

Matthew is successfully establishing meaningful internet engagement at 83.3%, but almost none of those conversations are progressing to appointments — 1 appointment from 15 engaged customers. Appointment setting remains the clearest measurable development area.

Watch

Watch

Tate Timmermans

Internet Closing

4.8%

Recognition

Cody Bier

Engagement + Appointment Integrity — 83.9% (26 / 31)

Cody Bier has the strongest internet engagement on the team and every appointment he set showed up. Advancement at 23.1% is still below standard, so recognition here is for engagement and appointment integrity.

Coaching

Active

0

Follow-Up Due

2

Overdue

0

  • Jan. 1Matthew RutledgeInternet AdvancementOwner: AaronFollow-Up Scheduled
  • Mar. 31Cody BierInternet AdvancementOwner: AaronFollow-Up Scheduled
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Competency Trends

Advancement

26 → 25 → 24

Effort

54 → 53 → 53

Conversion

74 → 75 → 77

Engagement

92 → 92 → 93

Appt. Quality

91 → 91 → 91

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