Aaron's Team
Sales Manager · 3 salespeople
Team Priority
Internet Advancement
Materially Below StandardTeam 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
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
Recognition
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
Competency Trends
Advancement
26 → 25 → 24
Effort
54 → 53 → 53
Conversion
74 → 75 → 77
Engagement
92 → 92 → 93
Appt. Quality
91 → 91 → 91
Team Roster
- Cody BierBelow StandardOpen
- Matthew RutledgeMaterially Below StandardOpen
- Tate TimmermansBelow StandardOpen