Demo · Analytics

Deep Dive Analysis👑

Understand where you are, why, and how to improve.

Rep Analytics Demo ← Back to Demo

Where You Stand

Actual Units

Units sold in this demo month.

Marcus Delgado

Expected Units

Projected units based on lead mix and conversion quality.

11.4

Demo model

Rank

Relative team rank in the demo team context.

out of 5 reps

Performance Index

Your performance relative to the top performer.

100%

vs top performer

How This Works

Derived from: The demo forecast model's current actuals, expected units, rank, and performance index for the selected persona.

Used for: Giving a fast read on present standing before the user digs into why the forecast looks the way it does.

Why You're Here

Performance Analytics

High ConfidenceRank #1

🏆

Your actual sales results for this period.

Actual Units

11.40

Algorithmic prediction based on your lead sources and behavior patterns compared to store baseline.

Expected Units

+0.60

Difference between actual and expected performance. Positive means you're exceeding predictions, negative means underperforming expectations.

Variance

0.94

Composite score: 60% actual results + 40% process quality (expected units). Rewards both outcomes and good fundamentals.

Balanced Score

Performance Insights

You're outperforming expectations by 0.60 units

Performance Index: 100.0% relative to top performer

Confidence Level: 84.0% based on sample size

Advanced Analytics Unlocked — See leader insights below

🏆 Top Performer Status

12 units

68.0%

Contact Rate

29.0%

Appointment Rate

79.0%

Show Rate

42.0%

Close Rate

Defense Target

Maintain at least 12 units next month to defend your position.

Focus on process optimization and helping teammates to strengthen overall team performance.

How This Works

Derived from: Forecast funnel rates, lead mix, and activity-based recommendations calculated from the same analytics dataset.

Used for: Explaining what behaviors are helping or hurting performance and what action would most improve the month.

What's Forecasted

Monte Carlo Forecast

High confidence

82%

Quota

Expected Sales11.4 units

Quota Target12 units

Sold So Far12 units

P10 (pessimistic)Likely RangeP90 (optimistic)

9.5Expected: 11.4 | Quota: 1213.7

Experience Profile

Experienced

Experience Score78%

462

Days Active

384

Total Leads

Total Sold

Highest-Impact Coaching Insight

Improving your Close Rate raises your quota probability from 82% to 91%

Probability gain:+9pp·Projected sales under this scenario: 12.6 units

Current: 82%With improvement: 91%

How This Works

Derived from: Monte Carlo-style expected sales ranges, quota probability, experience scoring, and simulated coaching deltas from the demo analytics model.

Used for: Showing not just a point estimate, but confidence, upside/downside range, and the impact of better execution.

Your Skills by Source

Skill Breakdown

Your conversion rates vs. store baseline. Tap a stage to see source breakdown.

How This Works

Derived from: Posterior conversion estimates by source and funnel stage compared against baseline priors.

Used for: Helping users see where they outperform the store norm and where coaching or process fixes are likely needed.

Activity Breakdown

119 activities across 47 leads this month — each type feeds the Bayesian pipeline at the stage shown.

Phone

Phone Call→ Contact

68(57%)

Connected36No Answer18Left VM14

Messaging

Email→ Follow-up Touch

11(9%)

Follow-up11

Text / SMS→ Follow-up Touch

8(7%)

Follow-up8

In-Person

Appointment→ Appointment Set

26(22%)

Appt Set13Showed9Sold4

Test Drive→ Appointment Showed

6(5%)

Showed6

Live Contacts

Appts Set

Showed / Test Drives

Voicemails Left

How This Works

Derived from: The rep's demo activity history grouped by action type and outcome.

Used for: Connecting forecast quality back to the underlying operating behavior that created it.

Advanced Analytics

Demo access is limited to top 2 reps.

🏆 Leader AnalyticsUNLOCKED

Advanced insights for top performers (Confidence: 84.0%)

Defense Target

Lead Source Optimization

showroom

12 leads × 0.260 weight = 3.1 units

Score: 0.31

High potential

phone

9 leads × 0.180 weight = 1.6 units

Score: 0.21

High potential

internet

26 leads × 0.120 weight = 3.1 units

Score: 0.15

High potential

Recommendations

Focus on showroom — highest ROI potential

Consider reducing low-weight sources below 0.1 efficiency

Advanced Analytics EnabledConfidence: 84.0%

How This Works

Derived from: Relative advantage logic based on the selected persona's forecast versus the top performer threshold.

Used for: Demonstrating how premium analytics access or unlock states can be explained to reps and managers.

Team Performance Leaderboard

Demo ranking by units sold, with expected units and performance index.

Marcus Delgado (You)

PI: 100%

12 units

Exp: 11.4

Priya Nair

PI: 83%

10 units

Exp: 9.8

Tyler Weston

PI: 75%

9 units

Exp: 8.9

Camille Okafor

PI: 50%

6 units

Exp: 7.1

Darius Frost

PI: 42%

5 units

Exp: 6.3

How This Works

Derived from: Team context rows combining actual units, expected units, and normalized performance index for each demo rep.

Used for: Giving reps and managers a comparative benchmark so the forecast can be read in competitive context, not isolation.