Natalie Smith
Below StandardSold / Goal — September 1–14 (MTD)
Competencies
Actual performance for Trailing 30 days through September 14, 2026 first. Every card also carries the Cohereo benchmark, the Vern Eide Ford goal, sample size, and confidence.
64
30-day viewBelow StandardCall Score 64 · Video Execution NOT YET VERIFIABLE · 0 videos sent
- Call Score
- 64
- Video Execution
- Not yet verifiable
- Primary Constraint
- Call effectiveness
79.3%
30-day viewAbove Standard23 Engaged / 29 Net Internet Leads
- Cohereo
- 66%
- Dealer Goal
- 80%
- Cohereo Score
- 100
17.4%
30-day viewMaterially Below Standard4 Appointments / 23 Engaged Customers
- Cohereo
- 40%
- Dealer Goal
- 40%
- Cohereo Score
- 43
Supporting KPI — Lead → Appointment 13.8%
100.0%
Show Rate
30-day viewProvisional4 Shows / 4 Appointments
- Cohereo
- 66%
- Dealer Goal
- 66%
- Cohereo Score
- PROV
30 DAYS performance reads at 100.0% on only 4 observations. Over 90 days the same measure is 90.9% — the shorter window is too limited for a new conclusion.
3 Sold / 29 Opportunities · Cohereo 12% · Goal 20%
4 Sold / 17 Opportunities · Cohereo 26% · Goal 40%
2 Sold / 12 Opportunities · Cohereo 30% · Goal 50%
Primary Development Area
Advancement
43- Internet Engagement
- 79.3%
- Engaged → Appointment
- 17.4%
- Show Rate
- 100.0%
23 Engaged / 29 Net Internet Leads
4 Appointments / 23 Engaged
4 Shows / 4 Appointments
Cohereo Insight
Natalie's engagement is healthy at 79.3% and all 4 appointments she created showed. Her primary measurable internet weakness is advancement: 4 appointments from 23 engaged customers (17.4%).
Strengths
Internet Engagement
79.3%
23 Engaged / 29 Net Leads
Show Rate
100.0%
4 Shows / 4 Appointments
A strength on a small sample is reported with its actual value and its confidence — it never becomes an authoritative conclusion.
Active Coaching
Who owns the coaching, what is open, and what happens next.
Coaching Owner
Brandon
Assignments are edited in Settings, not from a performance profile.
- Open Coaching
- 0
- Follow-Up Due
- 0
- Overdue
- 0
- Recommended Audits
- 0
- Oct. 18Internet AdvancementCompleted
Recent Development
The three most recent entries. The full history lives in the Development Timeline.
- August 13, 2026Follow-Up
Internet Advancement
Brandon
Appointment ask has improved and is now part of every engaged conversation.
Effort Detail
Effort is 50% Call Score and 50% Personalized Video Score — measured against a learned baseline, not a fixed quota.
64
- Calls
- 206
- Contacts
- 63
- Contact Rate
- 30.6%
- Call Volume
- Below Expected
- Contacts Created
- Below Expected
- Contact Rate
- Below Expected
Not yet verifiable
- Videos Sent (reported)
- 0
- BH Internet Leads
- 16
- BH Personalized Video % — Diagnostic
- 0.0%
- Definition
- Pending verification
- Scoreable
- Data incomplete
Cohereo Insight
206 calls produced 63 contacts (30.6%) — both volume and contact rate sit below baseline.
Conversion Detail
Conversion is opportunity-mix weighted within one reporting period. A source with zero qualifying opportunities is N/A — never zero.
Why Cohereo Noticed
79.3%
Actual Engagement17.4%
Actual Advancement100%
Actual Show RateNatalie's engagement is healthy at 79.3% and all 4 appointments she created showed. Her primary measurable internet weakness is advancement: 4 appointments from 23 engaged customers (17.4%).
Likely Area to Explore
Advancement — Once we engage the customer, are we advancing that conversation into an appointment?
Manager Context
Cohereo sees the data. You know the person. Context explains opportunity volume, confidence, and applicable process expectations — it never lowers the performance standard.
Coaching Ideas
Use what fits your management style.