⚡ This Week — Needs Attention
- 🐋 5 whales open (≥500 homes) — Evolve (30,000 · Diana · no proposal) · First Chair (3,500 · Kalie · no proposal) · Casago — Desert to Coast (1,060 · Kalie · proposal ✓) · Joe Lamb (511 · Kalie · no proposal) · Rise Collective (500 · Kalie · proposal ✓). One ≥500 close resets the quarter.
- 📨 Proposal gap — 13 late-stage deals with no proposal sent (the #1 thing blocking the board). Biggest: First Chair (3,500), Joe Lamb (511), Awayday — Summit Cove (400), Monarch — Stay Duvet (270), Pawleys Island (200), SkyRun — Keystone (170). Batch-send.
- 📅 Coverage gap — Diana has only 2 future touches booked across 28 deals (Kalie has 10). Book next steps so deals don't go dark.
- 📉 May pace — 754 / 2,100 (36% MTD · ~51% prorated, day 22 of 31). Need ~85.7h/day for 39 days to hit the 6,300h Q2 quota.
→ Open the Daily Sales Brief
📊 Team Pipe Review
Open pipe: 57 deals · Kalie 29 / Diana 28 · 0 truly dark (quad read: deal + company + contacts). Refreshed Fri, May 22, 2026.
- Coverage — Kalie 29 deals (10,249 homes), 10 next-steps booked; Diana 28 deals (32,441 homes — Evolve is 30K of it), only 2 booked
- Proposal & stage — 13 late-stage deals (Demo Complete / Product Explored / Negotiation) have no proposal sent — that's the gate to advance; watch days-in-stage on those
- Engagement / outreach — both reps touching recently (everything ≤4 days); no truly dark deals this week
→ Pipe Review — Kalie · Pipe Review — Diana
👥 By Rep — Coaching
Your weekly coaching — temperature reads, email signals, plays. Refreshed Mon/Wed/Fri.
📈 Weekly Coaching — Kalie · 📈 Weekly Coaching — Diana
📈 How We're Doing
Team + each AE. Q2 is quota-driven by month/quarter; YTD is the full-year results view.