Demo · Manager

Coaching & Insights

AI-style coaching flags, gross compression alerts, and catch-the-leader context.

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Coaching Intelligence

Demo reps that need your attention based on performance patterns.

Camille Okafor
HIGH
Low Show Rate
Why: Show rate at 55% vs. store benchmark of 71%. Missing appt confirmations.
Focus: Implement same-day confirmation calls and a day-before reminder text.
Darius Frost
HIGH
Follow-Up Discipline
Why: 9 stale deals with no activity in 48h. Below daily call threshold.
Focus: Block 8–10am for outbound calls. Apply strict 48h follow-up rule.
Tyler Weston
MEDIUM
High Volume, Low Close
Why: Leading team in prospects (89) but close rate 21% below benchmark.
Focus: Focus on objection handling. Qualify harder at first contact.
How This Works

Derived from: Pattern-based coaching cards generated from each demo rep's conversion profile, trend direction, and recent operating signals.

Used for: Helping the manager prioritize one-on-one coaching where it is most likely to change performance.

Gross Compression Alerts

Comparing the last 14 days to the prior 14 days in the demo store.

Gross Compression: Internet Leads
-20.4%
Avg gross on internet deals dropped from $27,400 → $21,800 over last 14 days.
How This Works

Derived from: Comparisons between recent and prior-period demo gross performance at the store and source level.

Used for: Highlighting where profitability is slipping even if unit pace still looks healthy.

Rep Forecast & Catch-The-Leader

Projected month-end units and daily targets needed to climb the board.

RepCurrent (MTD)Projected EOMNeed/Day for 10Need/Day for 15Need/Day to Lead
Marcus Delgado2436.00.000.000.00
Priya Nair2131.50.000.000.30
Tyler Weston1928.50.000.000.50
Camille Okafor1624.00.000.300.80
Darius Frost1522.50.200.500.90
How This Works

Derived from: Current won units plus projected month-end outcomes and required daily pace targets for each demo rep.

Used for: Turning forecast math into concrete coaching goals the manager can discuss with each salesperson.

Source Pressure Points

Where demo gross and close-rate performance is strongest.

internet
41 units
187 leads · 21.9% close
$24,800 / unit
walkin
38 units
142 leads · 26.8% close
$29,200 / unit
phone
18 units
78 leads · 23.1% close
$27,100 / unit
referral
11 units
31 leads · 35.5% close
$31,400 / unit
service
4 units
15 leads · 26.7% close
$26,500 / unit
How This Works

Derived from: Source-level close-rate and gross trends across the demo dealership.

Used for: Helping leadership see whether problems are rep-specific, channel-specific, or broader process issues.