Tuesday morning · May 6
Good morning, Donavan. Here's the team pulse.
Slice by rep · click to filter the entire view
★
All reps
540 acct · 42 stale
DM
Donavan M.
132 · 14 stale
MC
Marisol C.
118 · 9 stale
RT
Rashid T.
98 · 22 stale
JK
Jordan K.
112 · 6 stale
SP
Sam P.
80 · 4 stale
Stale Spenders + Key
42
no visit 60+ days · ▲ 8 since last week
Visits this week
63
▲ 12 vs prior week
Customers · no record
14
marked with ?
Open opportunities
28
across 19 accounts
Visit Pulse · all reps
540 customer accounts grouped by last-visit recency · click any segment to drill into Accounts
This wk
Last wk
This mo
30+ days
60+ days
90+ days
? no record
All reps · 158 accounts are 60+ days without a visit. Of those, 56 are Spenders or Key Accts — your manager attention list.
Stale Hot List · team-wide
Highest-tier accounts with the longest visit gap
1
Wisconsin Truck & Trailer
Key Accts · West Allis · Donavan M.
"Heavy duty diesel parts · Q2 commitment $42K."
94d
→
2
Northshore Fleet Mgmt
Key Accts · Brown Deer · Rashid T.
"DOT-inspection cycle starts soon · pricing on the table."
91d
→
3
GORDONS NO1 AUTO SERVICE
Key Accts · Franklin · Donavan M.
"Heavy oil program · prefers texts after 5pm."
87d
→
4
Brader's Brake & Alignment
Key Accts · Milwaukee · Donavan M.
"New GM hired in March · revisit pricing."
72d
→
My stale Key + Spenders
14
no visit 60+ days · 132 accounts total
My visits this week
11
▲ 2 vs last week · target: 14
My follow-ups due
7
3 overdue
My open opps
9
$84K in flight
My Book Pulse
Your 132 accounts · click a segment for filtered Accounts list
This wk
Last wk
This mo
30+
60+
90+
?
14 of your accounts are 60+ days without a visit. 5 are Key Accts — start there. Tap a segment to open a filtered list.
Key Accts coverage
22
Total
7
Fresh
5
60+
Spenders coverage
38
Total
9
Fresh
9
60+
Today's Plan
Tuesday · May 6 · 4 stops
9:30am
GORDONS NO1 AUTO SERVICE
11:00am
Heritage Performance Auto
2:00pm
Brader's Brake & Alignment
3:30pm
Lakefront Auto Body
My Stale Hot List
Your top-tier accounts with the longest visit gap
1
Wisconsin Truck & Trailer
Key Accts · West Allis · 64 days · $42K Q2 commitment
"Heavy duty diesel parts · ask for Sarah."
64d
→
2
GORDONS NO1 AUTO SERVICE
Key Accts · Franklin · 87 days
"Heavy oil program · prefers texts after 5pm."
87d
→
3
Brader's Brake & Alignment
Key Accts · Milwaukee · 72 days
"New GM in March · revisit pricing."
72d
→