The Workstation
that's Traceable.Accountable.Airtight.Yours.Traceable.

Danny. He closed 4 of 26 calls this month, a 15.4% close rate against a team average of 31.2%.

The why is upstream of the calls: 9 of his 26 have no post-call form, so a third of his pipeline has no recorded outcome.

Aryan sits at 34.1% on a similar volume with every form filed.

Three instalments are overdue, £4,150 in total.

Fahad Rizwan is 11 days past on £1,500, the oldest of the three.

Two more fall due this week. Nobody has been assigned the follow-up on any of them.

£21,129 collected, up 12.4% on last month.

Aryan accounts for £9,200 of it across 3 closes.

£6,400 is booked but not yet collected, sitting in payment plans with a remainder outstanding.

Jolyon has missed three of five days, including today.

Danny is pending today but filed the other four on time.

Everyone else is current. Team filing sits at 17 of 20 for the week.

Four leads paid a deposit and have had no contact logged in 14 days or more.

Between them they owe £5,300 on the remainder, the largest being Rahim Khan at £1,500.

None of the four has a follow-up call booked.

82.6% this month, against 78.1% last month and 74.9% the month before.

The gain is on Calendly bookings, which show at 86.4%. Typeform applications sit at 71.2%.

23 calls booked so far this month, so the figure can still move.

£2,010 owed across three reps for June.

Aryan £920 and Amaan £710 on close rates, Danny £380 on setting.

Amaan and Danny are already recorded as paid. Aryan's £920 is still outstanding.

Accelerator at £2,000 closes 38.1% of the calls it is pitched on, your best.

Mentorship at £4,500 closes 19.4%, but it brings in more cash per close, £4,500 against £2,180.

Starter closes 44.2% and is the one your setters book most, at the lowest ticket you sell.