Sales Team
Sales Management
Pipeline health, alerts, and per-rep comparisons.
Sales Team
Pipeline health, alerts, and per-rep comparisons.
Open Alerts
20
High Severity
3
Medium
11
Coaching
6
| Date | Rep | Alert | Severity | Action |
|---|---|---|---|---|
| 4/29/2026 | David Geataz | AOV dropped below $5,000 — Rep may be discounting or mis-selling offer (David Geataz) | ⚠ Medium | |
| 4/29/2026 | Le-Mihn | Performance score below 70% — Manager check-in required (Le-Mihn) | ⚠ Medium | |
| 4/29/2026 | Ben K | Below team avg close rate (36.1%) vs Ben K's 10.5% — Peer coaching or script review | 🎓 Coaching | |
| 4/28/2026 | Eladio B | AOV dropped below $5,000 — Rep may be discounting or mis-selling offer (Eladio B) | ⚠ Medium | |
| 4/28/2026 | Le-Mihn | AOV dropped below $5,000 — Rep may be discounting or mis-selling offer (Le-Mihn) | ⚠ Medium | |
| 4/27/2026 | Angelina Ostap | Below team avg close rate (36.1%) vs Angelina Ostap's 11.8% — Peer coaching or script review | 🎓 Coaching | |
| 4/26/2026 | Ben K | AOV dropped below $5,000 — Rep may be discounting or mis-selling offer (Ben K) | ⚠ Medium | |
| 4/26/2026 | Chrystal Quindoza | 5 consecutive calls with no close — Immediate coaching call with Elijah (Chrystal Quindoza) | 🚨 High | |
| 4/25/2026 | YenNhi | 5 consecutive calls with no close — Immediate coaching call with Elijah (YenNhi) | 🚨 High | |
| 4/24/2026 | Pearl Mae | 5 consecutive calls with no close — Immediate coaching call with Elijah (Pearl Mae) | 🚨 High | |
| 4/24/2026 | Wahab A | AOV dropped below $5,000 — Rep may be discounting or mis-selling offer (Wahab A) | ⚠ Medium | |
| 4/23/2026 | Le-Mihn | Below team avg close rate (36.1%) vs Le-Mihn's 11.1% — Peer coaching or script review | 🎓 Coaching | |
| 4/22/2026 | Wahab A | Below team avg close rate (36.1%) vs Wahab A's 16.7% — Peer coaching or script review | 🎓 Coaching | |
| 4/22/2026 | Wahab A | Performance score below 70% — Manager check-in required (Wahab A) | ⚠ Medium | |
| 4/22/2026 | Ben K | Performance score below 70% — Manager check-in required (Ben K) | ⚠ Medium | |
| 4/22/2026 | Chrystal Quindoza | Below team avg close rate (36.1%) vs Chrystal Quindoza's 0.0% — Peer coaching or script review | 🎓 Coaching | |
| 4/21/2026 | Mauro | AOV dropped below $5,000 — Rep may be discounting or mis-selling offer (Mauro) | ⚠ Medium | |
| 4/20/2026 | Connor M | AOV dropped below $5,000 — Rep may be discounting or mis-selling offer (Connor M) | ⚠ Medium | |
| 4/20/2026 | Angelina Ostap | Performance score below 70% — Manager check-in required (Angelina Ostap) | ⚠ Medium | |
| 4/16/2026 | Pearl Mae | Below team avg close rate (36.1%) vs Pearl Mae's 0.0% — Peer coaching or script review | 🎓 Coaching |