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Explore a real dealership's sales performance data. No login required — switch between the rep and manager experience below.

Monthly Overview

Welcome back, Marcus

April 2026 · Day 22 of 30

Near Target
Units This Month
12
Projected End of Month
18
Goal
20
How This Works

Derived from: Marcus's demo activity history, closed deals, and a month-to-date pace projection generated from the same rep dataset used throughout the walkthrough.

Used for: Giving the rep an immediate answer to whether the month is on track before they decide where to spend effort next.

$516K
MTD Revenue
$348K
MTD Gross Profit
12
Units Sold
18
Active Pipeline
18 open deals
How This Works

Derived from: Month-to-date demo sales totals and open pipeline values aggregated from Marcus's rep deals.

Used for: Surfacing the rep's commercial outcomes fast: revenue, gross, closed deals, and pipeline coverage.

Pacing Tracker

58
Calls Made
Target: 79
11
Appointments Set
Target: 15
8
Shows
Target: 11
12
Deals Closed
Target: 17
56.9%
Connection Rate
33.3%
Appointment Rate
72.7%
Show Rate
150.0%
Closing Rate
$526,000.00
Current Revenue
70.6% of target
$745,166.67
Projected Revenue
Based on current pace
$43,833.33
Avg Deal Size
Per closed deal

Pacing Alert

You're behind pace to hit typical month-end targets. Consider increasing call volume or improving conversion rates.
How This Works

Derived from: Timestamped calls, appointments, and deal stages in the rep demo dataset, rolled into daily and monthly pacing comparisons.

Used for: Showing whether today's activity level is enough to sustain the rep's end-of-month target.

Daily Goals

1
Calls Today
Goal: 10
0
Appointments
Goal: 2
0
Deals
Goal: 1
$0
Revenue
Goal: $27,046

Month Progress

calls58 / 220
appointments11 / 44
deals12 / 14
revenue$526,000 / $595,000
How This Works

Derived from: The current rep activity log measured against fixed monthly demo goals for calls, appointments, deals, and revenue.

Used for: Turning the monthly target into a practical daily checklist the rep can act on immediately.

Activity Summary

Calls Today

1

Total: 58

Meetings

15

Scheduled: 15

Emails

4

Total Activities

77

Recent Activity

☎️
Call

Followed up on pricing questions

Apr 22, 12:26 AM

☎️
Call

Apr 21, 11:26 PM

☎️
Call

Apr 21, 10:26 PM

☎️
Call

Coming in Saturday at 11am

Apr 21, 09:26 PM

☎️
Call

Apr 21, 08:26 PM

View all activities
How This Works

Derived from: The most recent completed and scheduled entries in Marcus's demo workflow, including calls, emails, appointments, and test drives.

Used for: Helping the rep or a prospect understand the live operating rhythm behind the KPIs instead of seeing only summary numbers.

Explore the analytics experience

Open the rep analytics demo to see forecasting, coaching insights, and advanced analytics states.

Open Rep Analytics
How This Works

Derived from: The same rep-level forecast model and experience profile used in the analytics route, linked from the operational dashboard.

Used for: Moving the user from activity tracking into probability, coaching, and forecast interpretation.