Sales Dashboard
5 reps active · Updated live
2m ago
Team Revenue
$322k
+18.3% vs last month
Avg Close Rate
16%
+2.1% vs last month
Avg Ticket
$11,850
+6.7% vs last month
Avg Margin
31.4%
-0.8% vs last month
Close Rate Trend
6-week rolling per rep
AlexSarahTomChrisJessica
Revenue vs Target
Actual vs monthly target
RevTarget
Rep Scorecard
Tap to expand1
AJ
Alex Johnson
$96,300·24% close
⚡
2
SM
Sarah Miller
$72,850·18% close
📈
3
TD
Tom Davis
$62,400·16% close
4
CM
Chris Martinez
$48,750·12% close
5
JT
Jessica Taylor
$41,600·10% close
⭐
Copilot Coaching
CM
Chris Martinez
⚠ HighIssue: Close rate dropped 4% vs last month
AI Rec: Review objection handling — schedule 1:1 this week
JT
Jessica Taylor
⚠ HighIssue: Response time averaging 5.6 hrs — leads going cold
AI Rec: Enable auto-response templates for new leads
TD
Tom Davis
⚡ MediumIssue: Upsell rate 18% below team average
AI Rec: AI Opportunity Engine™ not being utilized — retrain on AI findings workflow
Team Badges — Month
🏆
Top Closer
Alex J.
📈
Best Margin
Sarah M.
⚡
Top Upseller
Alex J.
⚡
Fastest Rep
Alex J.
⭐
Most Reviews
Jessica T.