1-on-1 scorecard
One page per seller for the weekly one-on-one: pace, pipeline, hygiene and the three things to talk about.
Val Rasmussen
July goal$26,000
2026 goal$500,000
Won this year$256,476 114% of goal to date
Open pipeline$561K 34 deals
Three things to cover
- Activities logged: 16 against 24.5 due by now (65% of pace). Strongest: solution presentations at 236% of pace.
- Revenue: $31,456 won in July against $19,290 due by now (163% of pace). 8 open deals are past 45 days in their stage ($158,748).
- Hygiene: 27 of 34 open deals need an update. Most common: no dated next step (23 deals).
July so far
July 1–23, 2026 (month to date) · 74% of the month goneActivities logged1624.5 due · 65%Behind
New opportunities148.9 due · 157%On pace
Needs audits127.4 due · 162%On pace
Health censuses75.2 due · 135%On pace
Presentations73 due · 236%On pace
Revenue won$31K$19K due · 163%On pace
Due by now = the monthly goal × 74% of the month gone. Monthly goals: 33 activities, 12 new opportunities, 10 needs audits, 7 censuses, 4 presentations; revenue from the seller's own plan.
Last full week vs. the week before
| 7/13–7/19 | Week before | Goal | |
|---|---|---|---|
| New opportunities | 6 | 4 | 2.8 |
| Needs audits | 4 | 6 | 2.3 |
| Health censuses | 0 | 3 | 1.6 |
| Presentations | 3 | 1 | 0.9 |
| Revenue won | $0 | $0 | $6,000 |
Weekly goal = monthly goal ÷ 4.33. This week so far (7/20–7/23): new opportunities 1 · needs audits 1 · censuses 4 · presentations 0 · won $31,456.
Pipeline
34 open deals20
10
4
Red 20Yellow 10Green 4
1 · Connect
9
2 · Needs Audit
5
3 · Documents & Quote
13
5 · Closing
7
8 deals are past 45 days in stage ($158,748). Coverage of the rest of the year's goal: 2.3×.
Hygiene
Val's full fix list →Healthy now21%7 of 34 deals
Deals to fix2772 changes · was 20% healthy
Conversion vs. the team
Closed deals created Jan 2024–Jul 2026| Val | Team | |
|---|---|---|
| Reach the needs audit | 96% | 63% |
| Audit → won | 32% | 21% |
| Win rate | 30% | 13% |
| Closed deals | 286 | 2,251 |
Deals to review
Five largest open dealsMesa DentalRed
1 · Connect · $52,000 · close 2026-09-30 · 155 days in stage · next step 2026-06-19
Lakeshore EngineeringYellow
3 · Documents & Quote · $50,000 · close 2026-08-28 · 24 days in stage · next step 2026-07-17
Falcon StaffingYellow
2 · Needs Audit · $45,000 · close 2026-09-30 · 17 days in stage · next step 2026-07-08
Hearthstone MachiningYellow
3 · Documents & Quote · $40,000 · close 2026-09-30 · 18 days in stage · next step 2026-07-24
Mesa InsuranceRed
5 · Closing · $40,000 · close 2026-09-30 · 3 days in stage · next step 2026-07-24
Private by design. Every name here is fictional, so every seller is shown. In a live deployment each seller sees only their own list and scorecard; managers see their team.