COLLECT
Interface preview · mock SellerSync data · nothing you do here is saved or sent to Close, Calendly, Fathom, Whop or Commas

Overview

Funnel health

  • Called→Clarity booked48.6%
  • Clarity booked→Showed60.6%
  • Showed→Ascended32.7%
  • Ascended→Closing call showedBiggest leak70.9%

Needs your attention

  • Closing-call reminder emails stopped — not fixed
    Closing show rate 61.8% since 10/07, was 77.0%
    See trend
  • 4 overdue EODs
    Kai, Joe, Sofia
    Open EODs
  • 6 call outcomes unresolved for 2+ days
    Not confirmed by the rep
    Review
  • 1 failed instalment payment
    Payment requests need resending
    See cash
  • Joe: Close rate goal off track
    21.2% → target 33.0% · below baseline
    Open goal
  • Farouk: Cash collected goal off track
    $16.4k → target $88.0k
    Open goal

Team outliers

RepKPIRep valueTeam avg.Gap vs team
FHFaroukCash per show$2,349$1,553+51% better
KBKaiSpeed to lead23.2 min15.6 min49% worse
LVLenaSpeed to lead10.8 min15.6 min+31% better
JMJoeCash per show$1,135$1,55327% worse
SMSofiaAscension rate23.9%32.7%27% worse