Ļ†

šŸš€ Revenue Intelligence Hub

District Manager | Mathematical Team Performance Analytics

Sarah Mitchell

District Manager - West Region

5 Account Executives

Generated: May 29, 2025

Phi Intelligence Platform

Total Ļ† District Pipeline
šŸ’°
$2.8M
+34% vs Q1
District Ļ† Quota Attainment
šŸŽÆ
87%
+12% vs target
High Priority Ļ† Opportunities
šŸ”„
23
$1.2M value
Team Ļ† Performance Score
šŸ“Š
92
Top 10% region
Team Overview
Priority Opportunities
Rep Performance
Coaching Focus
Pipeline Analytics

šŸ‘„ Account Executive Ļ† Performance Summary

District Ļ† Revenue Performance Trend

šŸŽÆ Top Priority Ļ† Opportunities Across District

Priority Account Executive Customer Product Ļ† Opportunity Value Probability Action Required

šŸ“ˆ Individual Rep Ļ† Performance Analysis

Ļ† Quota Attainment vs Pipeline Generation
Account Executive Ļ† Quota Attainment Pipeline Value Opportunities Avg Deal Size Health Score Status

šŸŽÆ Ļ† Coaching Priorities & Action Items

URGENT
Alex Thompson - Healthcare Corp ($222K)
Critical mathematical overconsumption situation requires immediate executive intervention. Customer at 510% utilization - schedule joint Ļ† optimization call within 24 hours.
URGENT
Michael Rodriguez - GlobalTech ($185K)
Rep struggling with technical objections on security features. Needs SE support for next Ļ† optimization customer meeting on Thursday.
THIS WEEK
Jennifer Chen - Ļ† Pipeline Development
Behind on new mathematical opportunity generation (only 3 this month vs 8 target). Review prospecting activities and provide Ļ† optimization coaching.
THIS WEEK
David Park - Manufacturing Plus ($33K)
Customer health score dropped to 71. Investigate account status and develop Ļ† optimization retention strategy.
THIS MONTH
Lisa Wong - Ļ† Success Replication
Top performer with 125% quota attainment. Document mathematical optimization best practices and share cross-sell methodology with team.

šŸ† Ļ† Performance Insights & Recommendations

šŸŒŸ Top Ļ† Performers

Lisa Wong: 125% quota, $620K pipeline, 8.5/10 mathematical activity score

Michael Rodriguez: 98% quota, $485K pipeline, strong customer Ļ† optimization relationships

Action: Document and share their successful Ļ† optimization methodologies

āš ļø Needs Ļ† Attention

Jennifer Chen: 78% quota, mathematical pipeline generation issues

David Park: 82% quota, customer health Ļ† optimization concerns

Action: Weekly Ļ† coaching sessions and activity monitoring

šŸš€ Ļ† Growth Opportunities

Cross-selling: $340K untapped security module Ļ† optimization opportunities

Upselling: 15 customers with mathematical overconsumption patterns

Action: Focus team on consumption-based Ļ† optimization expansion

šŸ“Š District Ļ† Pipeline Analytics

Ļ† Pipeline Distribution by Stage

šŸ“ˆ Ļ† Pipeline Health

$2.8M
Total Ļ† Pipeline
47
Total Opps
$59K
Avg Deal Size
73%
Ļ† Win Rate

ā° Ļ† Pipeline Velocity

45
Days Avg Cycle
$1.2M
Weighted Ļ† Pipeline
23
High Priority Ļ†
85%
Forecast Accuracy
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