UPSIDE
{{ n.name }}
MA
{{ t.name }}
Viewing {{ repName }}
✕ All reps
Period
{{ p.name }}
{{ k.label }}
{{ k.value }}{{ k.sub }}
{{ c.label }}{{ c.arrow }}
{{ r.rank }}
{{ r.initials }}
{{ r.name }}
{{ r.bu }} · {{ r.accounts }} accts
{{ r.score }}{{ r.paceTag }}
{{ r.calls }}
of {{ r.callsTarget }}
{{ r.oppsTotal }}of {{ r.oppsTarget }}
{{ r.legit }}
of {{ r.legitTarget }}
{{ r.pipeline }}
{{ r.bookRev }}
{{ r.yoy }}
vs +10%
{{ r.sigPct }}
worked
Rep performance over the quarter
{{ m.name }}
{{ l.name }}
{{ g.label }} {{ chart.yTitle }} {{ l.t }} {{ chart.xTitle }} {{ p.val }} {{ chart.hover.weekLabel }} {{ r.name }}{{ r.val }}
{{ repCard.initials }}
{{ repCard.name }}
{{ repCard.bu }} · {{ repCard.accounts }} accounts
{{ repCard.score }}
{{ repCard.paceTag }}
rank {{ repCard.rank }} of 6 · score
{{ t.label }}
{{ t.value }}{{ t.unit }}
{{ repName }} · signal loop · {{ periodLabel }}
{{ l.value }}
{{ l.label }}
Activity · is the work happening
Calls and emails against the ~50-a-week cadence — and whether the whole book is being worked, not just the easy accounts.
{{ a.initials }}
{{ a.name }}
{{ a.paceTag }}
{{ a.calls }}
calls / {{ a.callsTarget }}
{{ a.emails }}
emails
{{ a.contacted }}
prospects
Book worked · 30d {{ a.covPct }} touched · {{ a.dark }} dark
Calls per week calls target {{ singleAct.callsTarget }}
{{ lb.t }}
Touches by weekday
{{ d.label }}
Book worked · 30d {{ singleAct.covPct }} touched · {{ singleAct.dark }} dark 45d+
Pipeline · the leading signal
Opps created — about one a day. New-logo opps turn prospects legit; expansion opps grow accounts we own.
{{ pipeTitle }} New-logo Expansion
{{ b.name }}{{ b.total }} / {{ b.target }} · {{ b.value }}
Conversion funnel · {{ periodLabel }}
{{ f.label }}{{ f.value }} · {{ f.rate }}
Accounts · the outcome that pays
Every account should grow +10% a quarter. Who is carrying their book, and who is leaking.
Book health {{ h.label }}
Rep Book revenue · TTM YoY Book health · accounts $ at risk
{{ a.initials }}
{{ a.name }}
{{ a.bookRev }}
{{ a.yoy }}
{{ a.atRisk }}
{{ t.label }}
{{ t.value }}{{ t.unit }}
Book health {{ h.label }}
{{ repName }} · accounts behind +10% pace
{{ a.name }}
{{ a.loc }}
{{ a.yoy }}
YoY
{{ a.rev }}
TTM
Open →
Follow-through · did the work land
Recommended moves vs the evidence that arrived — same-day and within 48 hours. Counts and named misses only, no scores. Open a missing row to read the evidence.
{{ f.value }}
{{ f.label }}
{{ f.sub }}
By rep
Rep
Rec
48h
Miss
{{ r.rep }} {{ r.suggested }} {{ r.h48 }} {{ r.missing }}
Future source: recommendation ledger sup_mybook_actions · evidence sup_activity_ledger.
Missing evidence
recommended · nothing logged yet
✓
All evidence in.
Every recommended move shows completion evidence in window.
Manager intelligence attach conversion · last-bite · primary driver
Cross-ERP attach conversions, last-bite win/loss by rep, and the dominant GM driver per rep. Coach straight from a row. Aggregated only — raw conversion revenue, missed-bite GM and total variance stay server-side.