Quota attainment distribution
Sales achieved ÷ the rep's monthly goals. The 100% line separates attained from below plan.
Quota data is unavailable for the current scope.
Sales Intelligence
Sales Executive Dashboard
Revenue, profitability, account health, and territory performance — all under the current ownership lens. Period comparisons reflect today’s rep structure for consistent, actionable attribution.
- Top Growth Rep: Renee Chartrand (+38.5% MoM)
- Top Margin Risk: Renee Chartrand (18.1%)
- Silent High-Value Accounts: 1 rep portfolios showing >20% momentum decline
Mode: Current Owner Roll-UpOwner mapping: 96 customer owner snapshotsVisible reps: 8Coverage: --Last refresh: 8/15/2026, 7:22:41 PM
Service behind the bookWhat each manager's stores actually received. Ranked by OTIF, worst first.
OTIF
88.0%
90% target
Line fill
95.5%
Shipped complete
On time
91.9%
By promised date
Stockout
1.8%
Filled to zero
On hand
$3.6M
across 2,554 SKUs
| Market manager | OTIF | Line fill | On time | Stockout | Cover | On hand | Status |
|---|---|---|---|---|---|---|---|
| Renee Chartrand | 87% | 95% | 91% | 2.4% | 35d | $385k | Below target |
| Tomasz Bielski | 88% | 95% | 92% | 1.2% | 31d | $438k | Below target |
| Marcus Oyelaran | 88% | 95% | 92% | 1.8% | 35d | $530k | Below target |
| Elliot Vance | 88% | 96% | 92% | 1.7% | 32d | $671k | Below target |
| Hana Sasaki | 88% | 96% | 92% | 2.5% | 36d | $387k | Below target |
| Dana Whitfield | 88% | 96% | 92% | 1.6% | 36d | $416k | Below target |
| Priya Raghunathan | 88% | 96% | 92% | 1.2% | 36d | $406k | Below target |
| Sam Okonkwo | 89% | 95% | 93% | 2.3% | 33d | $330k | Below target |
Leadership Summary
Executive Scorecard And Signal Strip
High-level performance, ownership mix, concentration risk, and the fastest leadership callouts in one scan.
Performance Narrative
The portfolio is trending up 3.2% month-over-month.
96 active accounts contributing $8,281,387.
MomentumRevenue Velocity: +3.2%
RiskNo Critical Silent Accounts
WinnerTop Growth: Renee Chartrand · +38.5%
PRIMARY: REVENUE / PROFIT
Revenue
$8,281,387
+3.2% vs prior fiscal YTD
Profit
$1,665,816
-4.8% vs prior fiscal YTD
EFFICIENCY: MARGIN / ASP / ORDER
Margin %
20.1%
Target 26.3% · Min 19.9% · -6.2 pts vs target
AOV ⓘ
$1,979.30
-1.1% vs prior fiscal YTD
Profit / Order ⓘ
$398.14
-8.9% vs prior fiscal YTD
ASP
$103.92
ASP / lb
$9.23
PORTFOLIO: CUSTOMERS / VOLUME
Customers
96
Orders
4,184
Weight (LB)
896,940
Units
79,689
TARGETS: QUOTA / LEAKAGE
Quota Attainment
90.9%
2 of 8 reps at or above goal
NRR by book
93.9%
Starting + expansion - contraction - churn; new revenue excluded
Margin Leakage
—
Live Account Map
Accounts in the active scope, sized by revenue and placed by delivery address when available or by territory centroid. Open the live app for map modes and click-to-filter.
Renee Chartrand
Dana Whitfield
Marcus Oyelaran
Tomasz Bielski
Hana Sasaki
Priya Raghunathan
Sam Okonkwo
Elliot Vance
Account locations are not available for this slice.
The map needs delivery coordinates; the tables below are unaffected.
Insight Strip
Fast performance callouts, ownership context, and the strongest signals visible in the current slice.
Highest Growth RepRenee Chartrand +38.5%Biggest YoY DragSam Okonkwo -32.7%Largest Concentration RiskTomasz Bielski 0.5%Best Margin PerformerPriya Raghunathan 21.7%
Renee Chartrand is the strongest MoM gainer. Sam Okonkwo is the biggest YoY drag. 3 rep(s) are above the top-customer concentration threshold
Ownership Highlights
- Direct vs inherited revenue$8,281,387 / $0
- Direct vs inherited customers96 / 0
- Transferred-in customers0
- Ownership mapping coverageFact fallback visible
Risk Watch
- Critical customers: Silent > 30d and MoM revenue < -20%2
- Top customer share > 30%3
- Margin below department target8
- Profit down MoM worse than 15%2
Book Composition
Direct-owned versus inherited exposure, account-move counts, and concentration readouts.
Direct Revenue
$8,281,387
100.0% of visible revenue
Direct Customers
96
0 inherited cust.
Concentration Risk
Tomasz Bielski
Top customer share 0.5%
Largest Moves
8 / 5
0 gained | 0 lost
Ownership / Portfolio Intelligence
Current Owner Coverage, Territory Mix, And Transfer Context
100.0% owner coverage · 0 inherited customers · 6 territories
Ownership & Portfolio Summary
Current owner context, inherited books, territories, and who replaced whom.
Visible portfolio: 8 reps
Inherited Customers
0
0 gained | 0 lost
Territories In Scope
6
Southeast · $1,929,065
Replaced Reps
0
No inherited predecessor reps
Unassigned Customers
0
$0
Top Territories
Territories: 6Top: SoutheastLargest: $1,929,065Most reps: Southeast (0)
Fiscal revenue stacked by the top five territories in scope, with target overlays when prior-year history is missing.
Latest Fiscal MonthJul 20265 territories contributing to the visible stack
Stack Total$43,268-91.7% versus prior fiscal month
Territory CalloutMid-AtlanticMost reps: Southeast (0)
Mid-Atlantic
1 reps · 11 customers · 10.3%
$852,387
Soft
Latest Jul 2026: $3,798 · Inherited $0
YoY -49.0% versus prior year
Midwest
1 reps · 17 customers · 14.2%
$1,172,830
Ahead
Latest Jul 2026: $13,600 · Inherited $0
YoY +97.0% versus prior year
Mountain West
2 reps · 11 customers · 10.7%
$888,974
Soft
Latest Jul 2026: $2,327 · Inherited $0
YoY -77.2% versus prior year
Northeast
1 reps · 0 customers · 0.0%
—
Target
Latest Jul 2026: $3,818 · Inherited $0
Target line using +3.2% team growth
Pacific
2 reps · 12 customers · 11.3%
$934,426
Ahead
Latest Jul 2026: $19,726 · Inherited $0
YoY +51.8% versus prior year
- Southeast21 customers · 23.3% share · $0 inherited$1,929,065
- Texas & Gulf17 customers · 21.4% share · $0 inherited$1,772,771
- Midwest17 customers · 14.2% share · $0 inherited$1,172,830
- Pacific12 customers · 11.3% share · $0 inherited$934,426
- Mountain West11 customers · 10.7% share · $0 inherited$888,974
- Mid-Atlantic11 customers · 10.3% share · $0 inherited$852,387
Replacement / Transfer Audit
- No visible activity in the selected window.
Coverage & Exceptions
Compact current-owner coverage review with visible fact fallback and exception buckets. Raw owner IDs are never shown here.
| Bucket | Customers | Revenue |
|---|---|---|
| No mapping exceptions detected in the visible scope. | ||
Trend Intelligence
Current Versus Prior Performance And Rep Momentum
10 comparable periods · rep-level momentum and YoY overlap · click any series to focus
Current vs Prior-Year Trend
Current-owner history appends to the active book so period-over-period comparisons stay meaningful.
No data for selected filters.
Transferred Revenue
Transferred-in versus transferred-out revenue by current owner.
No data for selected filters.
Revenue Trend by Rep
Top current owners over time with current-period, prior-year, YoY, and focus-mode controls.
Grain
Showing Top 10 visible reps using monthly value mode.
No rep trend detail is available for the selected filters.
Rep Leaderboard
Compare current owners on the metric leadership cares about right now.
No data for selected filters.
Concentration Risk By Rep
Top-customer and top-five exposure so leadership can spot fragile books quickly.
No data for selected filters.
Rep Efficiency
Revenue versus customer count, with bubble size reflecting profit contribution.
No data for selected filters.
Profit Versus Revenue
Quadrant view of large books, high-profit books, and underperforming owner portfolios.
No profit data available.
Customer Intelligence
All Accounts, Movers, And Owner Context
96 active|$8,281,387 total rev |+96 gained |33 at-risk |9 lost
Top Customers
Revenue, profit, and YoY movement for the customers inside the visible current-owner portfolio.
Gap Analysis
Customer gap analysis
| Customer | Risk ⓘ | Owner | Territory | Revenue | Profit | YoY Delta | MoM Velocity | Gap Analysis | Silent ⓘ |
|---|---|---|---|---|---|---|---|---|---|
| Riverbend Plaza | Healthy | Renee Chartrand | Mid-Atlantic | $293,824 84 orders | $55,834 19.0% | $60,864 +26.1% YoY | ▲ +26.1%Accelerating | Overdue 0d cycle | |
| Highland Center | Healthy | Dana Whitfield | Texas & Gulf | $291,430 67 orders | $53,448 18.3% | $9,401 +3.3% YoY | ▲ +3.3%Accelerating | Overdue 0d cycle | |
| Meadowbrook Exchange | Healthy | Marcus Oyelaran | Texas & Gulf | $281,409 48 orders | $36,691 13.0% | $190,603 +209.9% YoY | ▲ +209.9%Accelerating | Overdue 1d cycle | |
| Copper Ridge Market 84 | At Risk | Tomasz Bielski | Mountain West | $281,283 87 orders | $47,497 16.9% | -$71,220 -20.2% YoY | ▼ -20.2%Slowing | Overdue 0d cycle | |
| Kingsport Square | Healthy | Dana Whitfield | Southeast | $262,245 85 orders | $50,238 19.2% | $8,839 +3.5% YoY | ▲ +3.5%Accelerating | Overdue 0d cycle | |
| Redbud Pointe | Healthy | Renee Chartrand | Southeast | $258,132 69 orders | $46,806 18.1% | $258,132 None | None | Overdue 1d cycle | |
| Silver Lake Junction | Watch | Hana Sasaki | Pacific | $257,394 74 orders | $40,047 15.6% | -$15,720 -5.8% YoY | ▼ -5.8%Slowing | Overdue 0d cycle | |
| Cedar Park Depot | Healthy | Renee Chartrand | Mid-Atlantic | $254,542 33 orders | $8,953 3.5% | $59,933 +30.8% YoY | ▲ +30.8%Accelerating | Overdue 1d cycle | |
| Fairview Depot | Healthy | Priya Raghunathan | Northeast | $228,130 63 orders | $40,724 17.9% | $24,282 +11.9% YoY | ▲ +11.9%Accelerating | Overdue 1d cycle | |
| Fairview Square | At Risk | Dana Whitfield | Southeast | $211,954 61 orders | $40,197 19.0% | -$52,836 -20.0% YoY | ▼ -20.0%Slowing | Overdue 1d cycle | |
| Fox Run Exchange | Healthy | Marcus Oyelaran | Texas & Gulf | $203,160 69 orders | $50,719 25.0% | $36,560 +21.9% YoY | ▲ +21.9%Accelerating | Overdue 1d cycle | |
| Ridgeway Junction | Healthy | Dana Whitfield | Texas & Gulf | $197,833 28 orders | $18,176 9.2% | $5,633 +2.9% YoY | ▲ +2.9%Accelerating | Overdue 1d cycle | |
| Trailside Center | Healthy | Hana Sasaki | Mountain West | $194,840 57 orders | $38,072 19.5% | $55,621 +40.0% YoY | ▲ +40.0%Accelerating | Overdue 1d cycle | |
| Summit Market | Healthy | Marcus Oyelaran | Texas & Gulf | $160,218 54 orders | $38,824 24.2% | $19,941 +14.2% YoY | ▲ +14.2%Accelerating | Overdue 1d cycle | |
| Prairie View Gateway | Healthy | Renee Chartrand | Southeast | $140,464 44 orders | $35,794 25.5% | $103,815 +283.3% YoY | ▲ +283.3%Accelerating | Overdue 1d cycle | |
| Fox Run Commons | At Risk | Sam Okonkwo | Midwest | $133,694 52 orders | $29,174 21.8% | -$23,690 -15.1% YoY | ▼ -15.1%Slowing | Overdue 1d cycle | |
| Oakmont Exchange 109 | Healthy | Dana Whitfield | Southeast | $132,883 49 orders | $28,650 21.6% | $2,826 +2.2% YoY | ▲ +2.2%Accelerating | Overdue 1d cycle | |
| Clearwater Market | Healthy | Priya Raghunathan | Northeast | $131,489 51 orders | $31,512 24.0% | $81,560 +163.3% YoY | ▲ +163.3%Accelerating | Overdue 1d cycle | |
| Granite Falls Crossing | Healthy | Dana Whitfield | Southeast | $128,403 44 orders | $26,379 20.5% | $128,403 None | None | Overdue 1d cycle | |
| Prairie View Galleria | At Risk | Sam Okonkwo | Midwest | $125,132 27 orders | $20,360 16.3% | -$84,703 -40.4% YoY | ▼ -40.4%Slowing | Overdue 1d cycle | |
| Fairview Market | At Risk | Elliot Vance | Pacific | $120,391 22 orders | $20,653 17.2% | -$66,918 -35.7% YoY | ▼ -35.7%Slowing | Overdue 1d cycle | |
| Redbud Marketplace | Healthy | Priya Raghunathan | Midwest | $119,777 42 orders | $27,272 22.8% | $22,567 +23.2% YoY | ▲ +23.2%Accelerating | Overdue 1d cycle |
Customer Movers
Side-by-side movement scan with momentum context for the biggest book changes. 8 gained · 4 lost ↓
▲ GainedNew wins & expanding accounts
- Redbud PointeNEWRenee Chartrand · Southeast · PY $0Prior: $0 → Now: $258,132$258,132 (new)
- Meadowbrook ExchangeMarcus Oyelaran · Texas & Gulf · PY $90,806Prior: $90,806 → Now: $281,409$190,603 (+209.9%)
- Granite Falls CrossingNEWDana Whitfield · Southeast · PY $0Prior: $0 → Now: $128,403$128,403 (new)
- Prairie View GatewayRenee Chartrand · Southeast · PY $36,649Prior: $36,649 → Now: $140,464$103,815 (+283.3%)
- Maple Grove ExchangeNEWMarcus Oyelaran · Texas & Gulf · PY $0Prior: $0 → Now: $98,830$98,830 (new)
- Clearwater MarketPriya Raghunathan · Northeast · PY $49,930Prior: $49,930 → Now: $131,489$81,560 (+163.3%)
- Riverbend PlazaRenee Chartrand · Mid-Atlantic · PY $232,960Prior: $232,960 → Now: $293,824$60,864 (+26.1%)
- Cedar Park DepotRenee Chartrand · Mid-Atlantic · PY $194,609Prior: $194,609 → Now: $254,542$59,933 (+30.8%)
▼ LostLost & contracting accounts
- Fairview SquareDana Whitfield · Southeast · PY $264,790Prior: $264,790 → Now: $211,954-$52,836 (-20.0%)
- Summit LandingLOSTSam Okonkwo · Midwest · PY $53,554Prior: $53,554 → Now: $0-$53,554 (-100.0%)
- Fairview MarketElliot Vance · Pacific · PY $187,309Prior: $187,309 → Now: $120,391-$66,918 (-35.7%)
- Copper Ridge Market 84Tomasz Bielski · Mountain West · PY $352,503Prior: $352,503 → Now: $281,283-$71,220 (-20.2%)
- Prairie View GalleriaSam Okonkwo · Midwest · PY $209,834Prior: $209,834 → Now: $125,132-$84,703 (-40.4%)
- Oakmont DepotLOSTRenee Chartrand · Mid-Atlantic · PY $104,754Prior: $104,754 → Now: $0-$104,754 (-100.0%)
- Fairview SupercenterLOSTDana Whitfield · Southeast · PY $116,277Prior: $116,277 → Now: $0-$116,277 (-100.0%)
- Trailside CommonsLOSTMarcus Oyelaran · Texas & Gulf · PY $142,171Prior: $142,171 → Now: $0-$142,171 (-100.0%)
Lost Accounts — Follow-Up Opportunities
9
🔴 0 critical🟡 0 high priorityOpportunities: 9Revenue at risk: $577,958
| Customer / Species Focus | Urgency | Reason for Opportunity | Risk Exposure | Re-engage |
|---|---|---|---|---|
Trailside Commons MeatToysDairTexas & Gulf | MEDIUM Score: 0 | $142,171 silent for —
Last invoice: 2025-09-08
| $142,171 Prior LTM | |
Fairview Supercenter MeatToysFresSoutheast | MEDIUM Score: 0 | $116,277 silent for —
Last invoice: 2025-03-13
| $116,277 Prior LTM | |
Oakmont Depot HousAppaElecMid-Atlantic | MEDIUM Score: 0 | $104,754 silent for —
Last invoice: 2025-03-11
| $104,754 Prior LTM | |
Summit Landing HousAppaElecMidwest | MEDIUM Score: 0 | $53,554 silent for —
Last invoice: 2025-07-27
| $53,554 Prior LTM | |
Fairview Pointe MeatToysDairMidwest | MEDIUM Score: 0 | $51,733 silent for —
Last invoice: 2025-02-21
| $51,733 Prior LTM | |
Copper Ridge Center MeatToysFresTexas & Gulf | MEDIUM Score: 0 | $39,754 silent for —
Last invoice: 2025-03-10
| $39,754 Prior LTM | |
Harvest Point Gateway AppaElecHousMidwest | MEDIUM Score: 0 | $36,316 silent for —
Last invoice: 2024-11-29
| $36,316 Prior LTM | |
Vista Park Town Center MeatToysDairMidwest | MEDIUM Score: 0 | $22,007 silent for —
Last invoice: 2025-08-29
| $22,007 Prior LTM | |
Trailside Plaza AppaHousElecTexas & Gulf | MEDIUM Score: 0 | $11,392 silent for —
Last invoice: 2025-02-22
| $11,392 Prior LTM |
Priority queue uses Predictive Churn (Custom Frequency Pulse) and Silent Account detection to identify high-value re-engagement opportunities.
Department / Product Intelligence
Department Mix, Margin Performance, And Contribution Detail
10 protein families in scope · margin benchmarks applied where available
Department / Category Mix
Revenue, profit, margin, and YoY contribution shifts by department.
No data for selected filters.
Department Performance
Gross profit and variance by department.
| Department | Revenue | Profit | Margin % | Share % | YoY Δ $ |
|---|---|---|---|---|---|
| Electronics | $2,151,229 | $48,214 | 2.2% ✗ Below minTarget 13.0% · Min 8.0% · -10.8 pts vs target | 26.0% | $230,315 |
| Health & Wellness | $1,288,185 | $366,692 | 28.5% ⚠ Below targetTarget 33.0% · Min 26.0% · -4.5 pts vs target | 15.6% | -$55,498 |
| Grocery | $1,261,148 | $259,273 | 20.6% ⚠ Below targetTarget 24.0% · Min 18.0% · -3.4 pts vs target | 15.2% | $12,026 |
| Home & Kitchen | $877,757 | $255,134 | 29.1% ✗ Below minTarget 38.0% · Min 30.0% · -8.9 pts vs target | 10.6% | $45,775 |
| Meat & Seafood | $746,582 | $179,653 | 24.1% ⚠ Below targetTarget 27.0% · Min 20.0% · -2.9 pts vs target | 9.0% | $24,224 |
| Household Essentials | $492,463 | $110,802 | 22.5% ⚠ Below targetTarget 26.0% · Min 20.0% · -3.5 pts vs target | 5.9% | $39,021 |
| Apparel | $455,877 | $186,515 | 40.9% ⚠ Below targetTarget 46.0% · Min 38.0% · -5.1 pts vs target | 5.5% | -$10,299 |
| Fresh & Produce | $392,671 | $108,544 | 27.6% ⚠ Below targetTarget 33.0% · Min 26.0% · -5.4 pts vs target | 4.7% | $537 |
| Dairy & Frozen | $388,059 | $75,903 | 19.6% ⚠ Below targetTarget 24.0% · Min 18.0% · -4.4 pts vs target | 4.7% | $14,379 |
| Toys & Seasonal | $227,417 | $75,085 | 33.0% ⚠ Below targetTarget 34.0% · Min 26.0% · -1.0 pts vs target | 2.7% | -$40,056 |
Rep Ranking / Comparison
Share, Pricing Leadership, And Full Rep Comparison
8 reps · select checkboxes in the table below to compare side-by-side
Revenue Share Concentration
Top rep contribution and cumulative concentration under the selected metric.
No data for selected filters.
ASP Leaders
Top average selling price leaders across the visible owner book.
No data for selected filters.
Rep Comparison Table
Current owner roll-up is the default; switch to historical view only when you need transaction-owner accountability.
| Rep | Health (30d) | Direct / Inherited | Smart Rank | Revenue | Profit | Margin % | Silent (Days) | MoM Momentum | YoY Delta | Shipped LB | Active Cust. | Current Owned | Inherited | Transferred In | Transferred Out | YoY Rev % ⓘ | Territories | Replaced Reps | Top Territory | Top Customer | Top Department | Leakage | Department Mix | Overdue | Alerts | Open | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dana WhitfieldFlat 23 current owned · 0 inherited | 88% | 100% direct0% inherited |
#1
Top 25% | $2,061,506 $2,061,506 direct · $0 inherited | $416,533 | 20.2% | None | ▼ -3.2%Decelerating | — | 223,012 | 26 | 23 | 0 | $0 | $0 | -3.2% | 2 | None | Southeast | Highland Center | Electronics | — 0 lines | 0 Predictive Churn | -- | ↗ | ||
Priya RaghunathanFlat 19 current owned · 0 inherited | 95% | 100% direct0% inherited |
#2
Top 25% | $1,518,826 $1,518,826 direct · $0 inherited | $330,336 | 21.7% | None | ▼ -2.4%Decelerating | — | 159,848 | 20 | 19 | 0 | $0 | $0 | -2.4% | 2 | None | Midwest | Fairview Depot | Electronics | — 0 lines | 0 Predictive Churn | -- | ↗ | ||
Renee ChartrandFlat 15 current owned · 0 inherited | 94% | 100% direct0% inherited |
#3
Mid-High | $1,489,289 $1,489,289 direct · $0 inherited | $269,812 | 18.1% | None | ▲ +38.5%Accelerating | — | 158,804 | 16 | 15 | 0 | $0 | $0 | 38.5% | 2 | None | Mid-Atlantic | Riverbend Plaza | Electronics | — 0 lines | 0 Predictive Churn | High concentration | ↗ | ||
Marcus OyelaranFlat 8 current owned · 0 inherited | 89% | 100% direct0% inherited |
#4
Mid-High | $909,913 $909,913 direct · $0 inherited | $194,161 | 21.3% | None | ▲ +31.1%Accelerating | — | 102,910 | 9 | 8 | 0 | $0 | $0 | 31.1% | 1 | None | Texas & Gulf | Meadowbrook Exchange | Electronics | — 0 lines | 0 Predictive Churn | High concentration | ↗ | ||
Hana SasakiFlat 11 current owned · 0 inherited | 100% | 100% direct0% inherited |
#5
Mid-Low | $754,605 $754,605 direct · $0 inherited | $151,566 | 20.1% | None | ▲ +12.2%Accelerating | — | 79,483 | 11 | 11 | 0 | $0 | $0 | 12.2% | 2 | None | Pacific | Silver Lake Junction | Electronics | — 0 lines | 0 Predictive Churn | High concentration | ↗ | ||
Tomasz BielskiFlat 5 current owned · 0 inherited | 100% | 100% direct0% inherited |
#7
Mid-Low | $550,196 $550,196 direct · $0 inherited | $106,329 | 19.3% | None | ▼ -3.5%Decelerating | — | 60,858 | 5 | 5 | 0 | $0 | $0 | -3.5% | 1 | None | Mountain West | Copper Ridge Market 84 | Electronics | — 0 lines | 0 Predictive Churn | High concentration | ↗ | ||
Elliot VanceFlat 7 current owned · 0 inherited | 100% | 100% direct0% inherited |
#8
Bottom 25% | $518,599 $518,599 direct · $0 inherited | $98,407 | 19.0% | None | ▼ -15.0%Decelerating | — | 54,994 | 7 | 7 | 0 | $0 | $0 | -15.0% | 1 | None | Pacific | Fairview Market | Electronics | — 0 lines | 0 Predictive Churn | High concentration | ↗ | ||
Sam OkonkwoFlat 8 current owned · 0 inherited | 73% | 100% direct0% inherited |
#6
Bottom 25% | $478,453 $478,453 direct · $0 inherited | $98,671 | 20.6% | None | ▼ -32.7%Decelerating | — | 57,032 | 11 | 8 | 0 | $0 | $0 | -32.7% | 2 | None | Midwest | Fox Run Commons | Electronics | — 0 lines | 0 Predictive Churn | High concentration | ↗ | ||
| Avg | Company Average | 0% | None | Benchmark | $1,035,173 | $208,227 | 20.1% | 30d window | • —None | None | None | 13 | None | None | None | None | None | None | None | None | None | None | None | None |
Showing 1-8 of 8 reps · Total Rev: $8,281,387 · Avg Margin: 20.1% · Avg Health: 59/100
Page 1 of 1
How to use this pageCoach the book, not just the leaderboardUse trend and concentration to find the rep needing attention, then move into customer-level follow-up.
1
Confirm ownershipChoose the attribution view and verify the visible book and coverage.
2
Compare performanceReview revenue, profit, margin, momentum, concentration, and department mix.
3
Open the follow-upUse customer movers or the rep table to reach the account or rep drilldown.