Enrollment Tracker

Team KPI Summary

Projected vs Goal

+135

CRUSHING

Reps vs Goal

5/ 16

BEHIND

11 of 16 on pace to clear unit goal.

12 of 16 on pace to clear volume goal.

Day 16 of 22 · 6 business days left

Units 313/295 goal Proj. 430 +135

Volume $14.41M/$14.75M goal Proj. $19.81M +$5.06M

Power Rankings

Hover any profile bar for the dimension breakdown.

Production (35%) Conversion (25%) Volume $ (15%) Reliability (15%) Consistency (10%)

#	Name	Profile	Focus	Status
1	Heather McLellen	86.3 86.3 / 100 Production100.0% Conversion100.0% Volume80.0% Reliability60.0% Consistency53.3%	↑ Production · ↓ Consistency	DOMINANT
2	Codi Hammar	75.3 75.3 / 100 Production93.3% Conversion93.3% Volume46.7% Reliability33.3% Consistency73.3%	↑ Production · ↓ Reliability	DOMINANT
3	David Menjivar	75.3 75.3 / 100 Production73.3% Conversion80.0% Volume100.0% Reliability40.0% Consistency86.7%	↑ Volume · ↓ Reliability	DOMINANT
4	Kati Shaffer	72.0 72.0 / 100 Production86.7% Conversion86.7% Volume53.3% Reliability13.3% Consistency100.0%	↑ Consistency · ↓ Reliability	STAR
5	Trevor Evans	62.3 62.3 / 100 Production60.0% Conversion60.0% Volume93.3% Reliability20.0% Consistency93.3%	↑ Consistency · ↓ Reliability	DOMINANT
6	Jonathan Lodato	60.7 60.7 / 100 Production73.3% Conversion73.3% Volume26.7% Reliability26.7% Consistency86.7%	↑ Consistency · ↓ Volume	DOMINANT
7	Sam Scott	58.0 58.0 / 100 Production53.3% Conversion66.7% Volume73.3% Reliability60.0% Consistency26.7%	↑ Volume · ↓ Consistency	CRUSHING IT
8	Luke Scrocca	54.3 54.3 / 100 Production66.7% Conversion33.3% Volume60.0% Reliability60.0% Consistency46.7%	↑ Production · ↓ Conversion	CRUSHING IT
9	Chance Calton	50.0 50.0 / 100 Production40.0% Conversion46.7% Volume86.7% Reliability53.3% Consistency33.3%	↑ Volume · ↓ Consistency	CRUSHING IT
10	Max Havens	42.0 42.0 / 100 Production46.7% Conversion26.7% Volume40.0% Reliability60.0% Consistency40.0%	↑ Reliability · ↓ Conversion	GRINDING
11	Chris Antonio	35.3 35.3 / 100 Production26.7% Conversion53.3% Volume33.3% Reliability46.7% Consistency6.7%	↑ Conversion · ↓ Consistency	GRINDING
12	Brodie Davis	35.3 35.3 / 100 Production33.3% Conversion20.0% Volume20.0% Reliability60.0% Consistency66.7%	↑ Consistency · ↓ Conversion	GRINDING
13	Tony Rios	33.0 33.0 / 100 Production20.0% Conversion40.0% Volume66.7% Reliability0.0% Consistency60.0%	↑ Volume · ↓ Reliability	DEVELOPING
14	Cristina Walsworth	18.0 18.0 / 100 Production6.7% Conversion13.3% Volume13.3% Reliability60.0% Consistency13.3%	↑ Reliability · ↓ Production	NEEDS PUSH
15	Chris Frank	10.7 10.7 / 100 Production0.0% Conversion6.7% Volume0.0% Reliability60.0% Consistency0.0%	↑ Reliability · ↓ Production	NEEDS PUSH
16	Aaron Buckley	8.7 8.7 / 100 Production13.3% Conversion0.0% Volume6.7% Reliability6.7% Consistency20.0%	↑ Consistency · ↓ Conversion	NEEDS PUSH

Rep Table

Click any column header to sort.

Name	Goal	Enrolled	Remaining	Goal %	Volume	Conv Rate	Calls <5min	Schedule (ET)	Tenure (mo)	Tier	Prior Goal	Prior Enrolled	Prior %
Chris Frank	20	10	10	50%	$514K	4.73%	10.45%	10am-7pm	4-11	L, M	20	17	85%
Cristina Walsworth	20	11	9	55%	$547K	7.03%	10.87%	10am-7pm	4-11	M, H, VH	20	21	105%
Chris Antonio	20	14	6	70%	$688K	9.52%	5.56%	9am-6pm	4-11	M, H, VH	20	30	150%
Aaron Buckley	15	10	5	67%	$424K	4.51%	15.93%	11am-8pm	0-3	L, M, H	9	13	144%
Chance Calton	25	20	5	80%	$1.3M	9.30%	15.15%	9am-6pm	12+	M, H, VH	20	25	125%
Tony Rios	15	10	5	67%	$701K	9.64%	6.25%	8am-5pm	0-3	M, H	15	21	140%
David Menjivar	25	24	1	96%	$1.9M	11.18%	21.19%	9am-6pm	12+	M, H, VH	25	24	96%
Brodie Davis	15	19	✓ Met	127%	$592K	8.94%	6.32%	10am-7pm	0-3	L	15	23	153%
Codi Hammar	20	23	✓ Met	115%	$750K	17.95%	3.70%	11am-8pm	4-11	L, M	20	21	105%
Heather McLellen	20	40	✓ Met	200%	$1.3M	18.41%	11.41%	9:30am-6:30pm	4-11	L, M	20	29	145%
Jonathan Lodato	20	24	✓ Met	120%	$730K	11.49%	20.71%	11am-8pm	4-11	L, M	20	31	155%
Kati Shaffer	20	20	✓ Met	100%	$743K	12.93%	20.31%	9am-6pm	4-11	L, M, H	20	26	130%
Luke Scrocca	15	23	✓ Met	153%	$961K	9.78%	13.94%	10am-7pm	0-3	L, M	15	39	260%
Max Havens	15	23	✓ Met	153%	$985K	8.92%	14.65%	10am-7pm	0-3	L, M	15	28	187%
Sam Scott	15	24	✓ Met	160%	$1.2M	10.95%	20.86%	11am-8pm	0-3	L, M, H	5	9	180%
Trevor Evans	15	18	✓ Met	120%	$1.1M	9.64%	18.75%	10am-7pm	0-3	M, H, VH	15	30	200%
TEAM TOTAL	295	313	✓ Met	106%	$14,407,474	10.31%	13.50%	—	—	—	274	387	141%

Daily Enrollment & Volume

Daily breakdown by rep. Click a cell to cycle status: blank → OOO → X (callout) → blank.

Enrollment Callout (X) OOO / Weekend Future

Name	Wk1	Wk2	Wk3	Wk4	Wk5	Total
Aaron Buckley	3	3	1	3	—	10
Brodie Davis	4	6	6	3	—	19
Chance Calton	3	8	6	3	—	20
Chris Antonio	6	6	1	1	—	14
Chris Frank	2	3	4	1	—	10
Codi Hammar	7	7	8	1	—	23
Cristina Walsworth	1	6	1	3	—	11
David Menjivar	4	7	8	5	—	24
Heather McLellen	13	12	9	6	—	40
Jonathan Lodato	7	9	6	2	—	24
Kati Shaffer	OOO	9	7	4	—	20
Luke Scrocca	4	8	6	5	—	23
Max Havens	5	8	6	4	—	23
Sam Scott	1	9	8	6	—	24
Tony Rios	1	3	4	2	—	10
Trevor Evans	2	8	6	2	—	18
TEAM TOTAL	63	112	87	51	—	313

Name	1	2	3	4	5	6	7	8	9	10	11	12	13	14	15	16	17	18	19	20	21	22	23	24	25	26	27	28	29	30	Total
Aaron Buckley	W	2	1	W	W	2	0	1	0	OOO	W	W	0	0	X	X	X	1	W	0	1	2	—	—	W	W	—	—	—	—	10
Brodie Davis	1	2	1	W	W	2	0	2	1	W	1	W	2	2	0	1	1	W	W	0	2	1	—	—	W	W	—	—	—	—	19
Chance Calton	OOO	1	2	W	W	0	1	2	2	3	W	W	2	0	1	3	0	W	W	2	0	1	—	—	W	W	—	—	—	—	20
Chris Antonio	1	2	W	3	W	0	0	1	2	W	3	W	1	0	0	0	0	W	W	OOO	0	1	—	—	W	W	—	—	—	—	14
Chris Frank	0	2	0	W	W	0	0	1	2	0	W	W	0	0	1	2	0	1	W	0	0	1	—	—	W	W	—	—	—	—	10
Codi Hammar	X	2	3	2	W	W	2	1	2	0	2	W	W	1	2	2	1	2	W	W	0	1	—	—	W	W	—	—	—	—	23
Cristina Walsworth	0	0	0	1	W	1	2	0	1	1	1	W	W	0	0	1	0	W	W	W	2	1	—	—	W	W	—	—	—	—	11
David Menjivar	2	1	1	W	W	0	3	3	1	OOO	W	W	OOO	1	2	1	4	W	W	2	1	2	—	—	W	W	—	—	—	—	24
Heather McLellen	7	4	2	W	W	4	1	3	2	2	W	W	2	3	1	1	2	W	W	4	0	2	—	—	W	W	—	—	—	—	40
Jonathan Lodato	2	3	2	W	W	X	2	1	2	4	W	W	2	OOO	0	2	2	W	W	1	0	1	—	—	W	W	—	—	—	—	24
Kati Shaffer	OOO	OOO	OOO	W	W	2	3	OOO	1	3	W	W	1	3	2	OOO	1	W	W	1	2	1	—	—	W	W	—	—	—	—	20
Luke Scrocca	2	0	W	2	W	2	1	2	1	W	2	W	0	2	1	2	1	W	W	3	2	0	—	—	W	W	—	—	—	—	23
Max Havens	2	0	3	W	W	3	0	2	2	1	W	W	0	2	1	2	1	W	W	2	2	0	—	—	W	W	—	—	—	—	23
Sam Scott	0	0	1	W	W	4	2	2	1	0	W	W	1	1	2	3	0	1	W	0	4	2	—	—	W	W	—	—	—	—	24
Tony Rios	0	1	X	W	W	2	0	1	X	OOO	W	W	OOO	2	1	1	OOO	W	W	OOO	1	1	—	—	W	W	—	—	—	—	10
Trevor Evans	1	OOO	0	1	W	OOO	OOO	3	2	1	2	W	W	1	1	1	2	1	W	W	1	1	—	—	W	W	—	—	—	—	18
TEAM TOTAL	18	20	16	9	W	22	17	25	22	15	11	W	11	18	15	22	15	6	W	15	18	18	—	—	—	—	—	—	—	—	313

Volume Callout (X) OOO / Weekend Future

Name	Wk1	Wk2	Wk3	Wk4	Wk5	Total
Aaron Buckley	$149,167	$117,166	$23,814	$133,527	—	$423,674
Brodie Davis	$132,624	$168,665	$170,292	$120,261	—	$591,842
Chance Calton	$200,376	$470,034	$406,853	$191,959	—	$1,269,222
Chris Antonio	$342,397	$253,985	$31,073	$60,157	—	$687,612
Chris Frank	$99,091	$123,663	$269,914	$20,951	—	$513,619
Codi Hammar	$190,799	$198,946	$325,503	$34,411	—	$749,659
Cristina Walsworth	$45,316	$256,270	$49,014	$196,081	—	$546,681
David Menjivar	$348,024	$635,535	$587,086	$326,685	—	$1,897,330
Heather McLellen	$469,796	$365,416	$315,269	$181,326	—	$1,331,807
Jonathan Lodato	$220,798	$267,844	$189,931	$51,248	—	$729,821
Kati Shaffer	OOO	$351,088	$212,593	$179,381	—	$743,063
Luke Scrocca	$155,374	$365,621	$282,010	$158,113	—	$961,118
Max Havens	$226,606	$361,094	$182,986	$214,269	—	$984,955
Sam Scott	$56,530	$381,227	$317,225	$463,761	—	$1,218,743
Tony Rios	$47,572	$197,644	$355,473	$100,404	—	$701,093
Trevor Evans	$62,067	$483,030	$344,448	$167,691	—	$1,057,236
TEAM TOTAL	$2,746,537	$4,997,228	$4,063,484	$2,600,224	—	$14,407,474

Name

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

Total

Aaron Buckley

W

$92K

$57K

W

$73K

$0

$45K

$0

OOO

W

$0

X

$24K

W

$0

$57K

$76K

—

W

—

$423,674

Brodie Davis

$22K

$53K

$58K

W

$63K

$0

$52K

$30K

W

$24K

W

$56K

$49K

$0

$29K

$36K

W

$0

$69K

$51K

—

W

—

$591,842

Chance Calton

OOO

$50K

$151K

W

$0

$61K

$97K

$78K

$235K

W

$104K

$0

$88K

$215K

$0

W

$157K

$0

$35K

—

W

—

$1,269,222

Chris Antonio

$20K

$157K

W

$165K

W

$0

$31K

$77K

W

$145K

W

$31K

$0

W

OOO

$0

$60K

—

W

—

$687,612

Chris Frank

$0

$99K

$0

W

$0

$20K

$103K

$0

W

$0

$184K

$59K

$0

$27K

W

$0

$21K

—

W

—

$513,619

Codi Hammar

X

$50K

$97K

$43K

W

$52K

$32K

$51K

$0

$64K

W

$85K

$79K

$57K

$23K

$82K

W

$0

$34K

—

W

—

$749,659

Cristina Walsworth

$0

$45K

W

$62K

$69K

$0

$31K

$43K

$52K

W

$0

$49K

$0

W

$152K

$44K

—

W

—

$546,681

David Menjivar

$191K

$55K

$102K

W

$0

$399K

$164K

$73K

OOO

W

OOO

$76K

$157K

$23K

$330K

W

$95K

$68K

$164K

—

W

—

$1,897,330

Heather McLellen

$191K

$186K

$93K

W

$108K

$21K

$102K

$70K

$65K

W

$52K

$123K

$60K

$22K

$58K

W

$121K

$0

$60K

—

W

—

$1,331,807

Jonathan Lodato

$64K

$116K

$41K

W

X

$43K

$41K

$80K

$104K

W

$63K

OOO

$0

$49K

$77K

W

$23K

$0

$28K

—

W

—

$729,821

Kati Shaffer

OOO

W

$84K

$136K

OOO

$21K

$111K

W

$24K

$95K

$72K

OOO

$20K

W

$47K

$94K

$38K

—

W

—

$743,063

Luke Scrocca

$57K

$0

W

$98K

W

$129K

$64K

$43K

$64K

W

$66K

W

$0

$54K

$58K

$112K

$58K

W

$77K

$81K

$0

—

W

—

$961,118

Max Havens

$104K

$0

$122K

W

$146K

$0

$98K

$76K

$40K

W

$0

$70K

$23K

$61K

$29K

W

$77K

$137K

$0

—

W

—

$984,955

Sam Scott

$0

$57K

W

$160K

$117K

$84K

$21K

$0

W

$37K

$51K

$46K

$123K

$0

$61K

W

$0

$251K

$213K

—

W

—

$1,218,743

Tony Rios

$0

$48K

X

W

$138K

$0

$60K

X

OOO

W

OOO

$248K

$32K

$75K

OOO

W

OOO

$66K

$35K

—

W

—

$701,093

Trevor Evans

$34K

OOO

$0

$28K

W

OOO

$157K

$159K

$79K

$88K

W

$92K

$86K

$31K

$75K

$61K

W

$135K

$32K

—

W

—

$1,057,236

TEAM TOTAL

$684,640

$905,890

$776,314

$379,693

$0

$962,093

$961,684

$1,024,317

$933,694

$676,892

$438,548

$0

$367,204

$943,000

$883,978

$907,739

$707,193

$254,369

$0

$597,854

$1,110,997

$891,374

—

$0

—

$14,407,474

Projections & Personal Goals

Month-end projections based on current daily pace.

		Units					Volume
Name	Curr Pace	Personal Goal	Proj Units	Unit %	Pace Needed	Unit Gap	Debt Goal	Proj Volume	Vol %	$ Gap
Aaron Buckley	0.63	20	14	69%	1.67	10	$565,000	$582,552	103%	✓ Met
Brodie Davis	1.19	24	26	109%	0.83	5	$880,000	$813,783	92%	$221,941
Chance Calton	1.25	26	28	106%	1.00	6	$1,700,000	$1,745,180	103%	✓ Met
Chris Antonio	0.88	30	19	64%	2.67	16	$1,290,000	$945,467	73%	$257,855
Chris Frank	0.63	22	14	63%	2.00	12	$1,410,000	$706,226	50%	$192,607
Codi Hammar	1.44	24	32	132%	0.17	1	$850,000	$1,030,781	121%	✓ Met
Cristina Walsworth	0.69	22	15	69%	1.83	11	$1,040,000	$751,686	72%	$205,005
David Menjivar	1.50	24	33	138%	✓ Met	✓ Met	$1,910,000	$2,608,829	137%	✓ Met
Heather McLellen	2.50	29	55	190%	✓ Met	✓ Met	$1,010,000	$1,831,235	181%	✓ Met
Jonathan Lodato	1.50	33	33	100%	1.50	9	$1,450,000	$1,003,504	69%	$273,683
Kati Shaffer	1.25	30	28	92%	1.67	10	$1,000,000	$1,021,711	102%	✓ Met
Luke Scrocca	1.44	39	32	81%	2.67	16	$1,430,000	$1,321,537	92%	$360,419
Max Havens	1.44	34	32	93%	1.83	11	$1,790,000	$1,354,313	76%	$369,358
Sam Scott	1.50	17	33	194%	✓ Met	✓ Met	$700,000	$1,675,772	239%	✓ Met
Tony Rios	0.63	19	14	72%	1.50	9	$1,260,000	$964,003	77%	$262,910
Trevor Evans	1.13	30	25	83%	2.00	12	$1,490,000	$1,453,699	98%	$396,463
TEAM TOTAL	19.56	423	430	74%	18.33	110	$19,775,000	$19,810,277	73%	$5,402,803