Missed Appointment Opportunity

Insight

62 leads from last week had no follow-up attempts logged, leaving an estimated $205,000 in open pipeline value untouched. Most misses occurred on Monday and Tuesday, pointing to an early-week process gap. Missed follow-ups rose 18% this week, with Nick (23) and Cole (18) accounting for two-thirds of the total.

Recommendation:

Distribute a prioritized follow-up list to the responsible reps and reinforce early-week follow-up processes to prevent future leakage.

Sales Rep Coaching

Insight

“Cole missed setting a clear agenda with homeowners, resulting in 8 leads this week not sitting down to review the estimate. None of these converted on the first visit.”

Recommendation:

“Provide focused coaching on agenda-setting and reinforcing script adherence to increase sit-down rates and first-visit closes.”

Optimize Call Response Times

Insight

“Bradley invests an average of 10 hours/week reviewing sales meetings and training in Otto and another 4 hours/week following up with leads using Otto’s messaging intelligence. Since adopting these habits, his close rate climbed from 42% → 65% — a 23-point improvement. In contrast, Cole has spent only 2 hours/week reviewing meetings and just 25 minutes/week on follow-ups in Otto, and his close rate has remained flat.” 

Recommendation:

“Have Cole increase call reviews and follow-ups to match Bradley’s Otto habits. Schedule a training session to optimize his Otto usage.”

Ridealongs List 

Michael Rodriguez

<>Cole Ludewig

Roof replacement estimate

9:00AM

(arrived at 8:55 AM)

In Progress

Jennifer Martinez

<>Andrew Munoz

Storm damage inspection

9:30AM

(arrived at 9:32 AM)

Won

David Thompson

<>Bradley Cohurst

Emergency leak repair

10:00AM

(arrived at 10:05 AM)

Pending

Sarah Chen

<>Anthony Bonomo

Roof inspection

10:30AM

(arrived at 10:30 AM)

Not Started

Robert Williams

<>Cole Ludewig

Gutter replacement quote

11:00AM

(arrived at 11:02 AM)

Won

Amanda Foster

<>Andrew Munoz

Insurance claim inspection

11:30AM

(arrived at 11:28 AM)

Rejected

James Wilson

<>Bradley Cohurst

Roof repair estimate

1:00PM

(arrived at 12:58 PM)

Pending

OPPORTUNITES

Sort by

Rank by

Sales RepPending leadsTasks
Andrew Munoz11
  • Email insurance claim estimate
  • Schedule attic inspection
  • Follow up on financing options
Anthony Bonomo5
  • Schedule roof inspection
  • Follow up on scheduling conflict
Bradley Cohurst8
  • Emergency repair follow-up
  • Confirm materials availability
  • Send repair estimate
Cole Ludwig8
  • Follow up on pricing objection
  • Bring shingle sample
  • Schedule follow-up call

Sales Team Stats

Team

Cole Ludwig

Total recordings

195h

Win rate

22%

Process

6/10

Skills

5/10

Otto Usage

95h

Andrew Munoz

Total recordings

245h

Win rate

35%

Process

8/10

Skills

7/10

Otto Usage

165h

Bradley Cohurst

Total recordings

220h

Win rate

42%

Process

9/10

Skills

8/10

Otto Usage

180h

Anthony Bonomo

Total recordings

168h

Win rate

31%

Process

7/10

Skills

6/10

Otto Usage

125h

OBJECTIONS

Breakdown by
Percentage in total rejections

I need a lower price

40%

I need to get other quotes

36%

I need to think about it

34%

I need to talk with my husband/wife first

28%

I need to do more research

24%

Sales team overview

Core KPI Metrics

Revenue
$750,500
Avg Deal Size
$50,000
Total Conversations
500
Average Recording Duration
1h45m
Team win rate
35%
First touch win rate
25%
Follow-up win rate
40%
Follow-up rate
96%
+20%

Improvements

Close rate trends
25% → 35%
Increase in Sales
40%
$20000 increase

Team Coaching Metrics

Most common objections
40%
for pricing
Team script adherence
90%
Ask Otto Usage
230h
Win rate after Otto Coach
+ 10pts
Otto assisted sales
Deals
12
Revenue Saved
$230K
Team attendance
Attendance rate
98%
Average Tardiness
5min
Sales Manager Stats
Manager Ridealong Time
20h saved
Total Ridealongs Reviewed
45
Time Saved
15h
Visibility Rate
85%
Team Coaching Metrics
Reviewing Sales Meetings
150h
Using Otto Coach
50h
Sales Process Execution Score
85%
Team Performance
Objection Overcoming Improvement
+10%
Outstanding Follow-Ups
45
Otto-Assisted Close Rate Increase
+23%

Sales Process Bookmarks

Rank Sales Rep by

Sales Process Bookmarks

Marcus

95%

Chris

88%

Joey

80%

Liam

70%

Nick

65%