ABC Company is fictional. Figures come from a real sales organization; every name has been changed.
Dashboards · records as of 2026-07-23

Weekly scorecard

The whole team, week by week. Last full week: 2026-07-13 to 2026-07-19.

Team, week of 7/13–7/19

9 sellers with a goal this month
New opportunities
38
goal 24.9 · 153% · ▲ 25 the week before
Needs audits
18
goal 20.8 · 87% · ▲ 17 the week before
Health censuses
11
goal 14.5 · 76% · ▲ 7 the week before
Presentations
7
goal 8.3 · 84% · ▼ 8 the week before
Revenue won
$4,200
goal $29K · 15% · ▲ $2,135 the week before
Week of 7/13: 38 new opportunities (153% of goal) and $4,200 won against a weekly revenue goal of $28,546.

The last 12 weeks, plus this week to date

Bar: actual · line: full-week goal · lighter bar: 7/20–7/23 so far, a partial week
New opportunities
Needs audits
Health censuses
Presentations
Revenue won ($)

Each seller, week of 7/13–7/19

▲▼ against the week of 7/6
SellerNew opportunitiesNeeds auditsHealth censusesPresentationsRevenue won
Val Rasmussen6 ▲goal 2.84 ▼goal 2.30 ▼goal 1.63 ▲goal 0.9$0 =goal $6,000
Emery Kettering2 ▲goal 2.80 =goal 2.34 ▲goal 1.60 ▼goal 0.9$0 ▼goal $4,200
Oakley Delacroix4 ▼goal 2.83 ▲goal 2.33 ▲goal 1.61 =goal 0.9$4,200 ▲goal $3,600
Onyx Gutierrez8 ▲goal 2.82 ▼goal 2.31 =goal 1.61 =goal 0.9$0 =goal $2,400
Tatum Ingram4 ▲goal 2.83 =goal 2.31 =goal 1.60 =goal 0.9$0 =goal $2,400
Cove Abernathy3 ▲goal 2.84 ▲goal 2.30 =goal 1.61 ▲goal 0.9$0 =goal $3,600
Greer Quintero4 ▲goal 2.80 =goal 2.30 ▼goal 1.60 =goal 0.9$0 =goal $2,746
Marlo Eberhardt3 ▲goal 2.81 ▲goal 2.32 ▲goal 1.60 ▼goal 0.9$0 =goal $1,800
Cyd Northcote1 =goal 2.81 ▼goal 2.30 =goal 1.61 ▼goal 0.9$0 =goal $1,800

Weekly goal = monthly goal ÷ 4.33 (52 weeks ÷ 12 months). Behavior goals per seller per month: 12 new opportunities, 10 needs audits, 7 health censuses, 4 presentations. Revenue: each seller's goal for that month. Green ≥ 90% of the weekly goal · Yellow 60–89% · Red < 60%.

Activities aren't shown by week: the activity log carries only a last-modified date, not the date of the activity. Month to date is on the 1-on-1 scorecard. Counted from the dates recorded on each deal as of 2026-07-23. A milestone entered late lands in the week it is dated, not the week it was typed.