Technicians โ€” MTD Leaderboard
November Revenue Goal
$302,300
Month to Date
$160,916
Pace
$321,831
Left to Goal
$141,384

Data as of 12:45 PM ยท updates every 15 min, 7am-7pm

Accurate Electric, Plumbing, Heating and AirBuild DEMO-2026-11-13-1243
Auto1/6
#1

Felix

Electrical

Felix
98.4
($345)
Score
$23,304+35Revenue
$0Lead Revenue
(20% counts toward revenue points)
60%+24Close Rate
40%+15Membership
27%+15Review Rate
1.7%+10Recall
Company Leader
#2

Logan

Plumbing

Logan
85.3($200)Score
$17,030Revenue+26
$0Lead Revenue
(20% counts toward revenue points)
63%Close Rate+25
41%Membership+15
17%Review Rate+10
3.3%Recall+10
#3

Gavin Duquette

Plumbing

Gavin Duquette
82.5($185)Score
$15,589Revenue+27
$13,072Lead Revenue
(20% counts toward revenue points)
48%Close Rate+19
(Includes tech-generated leads)
38%Membership+14
21%Review Rate+12
2.6%Recall+10
#4

Kyle Marlowe

Electrical

Kyle Marlowe
79.5($175)Score
$19,220Revenue+29
$0Lead Revenue
(20% counts toward revenue points)
50%Close Rate+20
33%Membership+12
15%Review Rate+9
3.5%Recall+10
#5

Chris

HVAC

Chris
69.9($75)Score
$4,203Revenue+11
$15,689Lead Revenue
(20% counts toward revenue points)
63%Close Rate+25
33%Membership+12
21%Review Rate+12
4.0%Recall+10
#6

Mason Quintero

HVAC

Mason Quintero
68.1($80)Score
$5,396Revenue+12
$13,772Lead Revenue
(20% counts toward revenue points)
57%Close Rate+22
(Includes tech-generated leads)
33%Membership+12
20%Review Rate+11
2.3%Recall+10
#7

Wade

HVAC

Wade
58.8($70)Score
$4,866Revenue+12
$15,928Lead Revenue
(20% counts toward revenue points)
61%Close Rate+24
(Includes tech-generated leads)
11%Membership+4
15%Review Rate+8
3.9%Recall+10
โ˜…
โ˜…2

Omar Whitlock

Comfort Advisor

Omar Whitlock
$38,095Sold
$1,357
Revenue
$0
Lead Revenue
50%
Sales Close(Self-gen 2/4 ยท Marketed 1/2)
38%
Service Close(3 of 8)
3
Memberships
20%
Review Rate
1.6%
Recall

How Rank Is Scored

Ranked by SCORE, not revenue alone

Revenue + 20% of Lead Revenue35 pts
Close Rate25 pts
Membership15 pts
Reviews15 pts
Low Recalls10 pts

Lead Revenue = sales from leads you set, in any department. Each metric's top performer earns the full points; everyone else a proportional share. Comfort Advisors are starred, not ranked.

Review Rate
19%
GOAL โ‰ฅ 15%
Membership %
36%
GOAL โ‰ฅ 15%
Recall Rate
3.3%
GOAL โ‰ค 5%
Company Revenue
$160,916
GOAL $302,300 ยท PACE $321,831
Daily Scorecard โ€” Company Scorecard
November Revenue Goal
$302,300
Month to Date
$160,916
Pace
$321,831
Left to Goal
$141,384

Data as of 12:45 PM ยท updates every 15 min, 7am-7pm

Accurate Electric, Plumbing, Heating and AirBuild DEMO-2026-11-13-1243
Auto1/6
Today's RevenueFri 11/13
Electrical
$5,445
of $3,550 to make goal
Won the day
8 jobs run
HVAC
$12,089
of $5,777 to make goal
Won the day
11 jobs run
Plumbing
$4,022
of $3,526 to make goal
Won the day
6 jobs run
Revenue MTDDay 10/20
Office
86%
83 of 96 calls booked
โ–ฒ Meeting goal 4.0 pts vs 82.5%
220
Outbound Calls
21
Jobs Booked
17
Memberships
Electrical
$41,052
of $80,100 goal ยท 51%
Pacing $82,104 โ–ฒ $2,004
12
Reviews
16
Memberships
2
3.6%
Recalls
HVAC
$84,851
of $148,400 goal ยท 57%
Pacing $169,701 โ–ฒ $21,301
12
Reviews
4
Memberships
0
0%
Recalls
Plumbing
$35,013
of $73,800 goal ยท 47%
Pacing $70,026 โ–ผ $3,774
10
Reviews
12
Memberships
2
3.7%
Recalls
Company Totals - MTDFri 11/13
Revenue Month-to-Date
$160,916
On pace
Revenue Today
$21,555
completed ยท 25 jobs run
โ–ฒ $8,702 over goal ยท goal $12,853
Company Pace
$321,831
projected vs $302,300 month goal
โ–ฒ $19,531 ahead
Call Center โ€” MTD Leaderboard
November Revenue Goal
$302,300
Month to Date
$160,916
Pace
$321,831
Left to Goal
$141,384

Data as of 12:45 PM ยท updates every 15 min, 7am-7pm

Accurate Electric, Plumbing, Heating and AirBuild DEMO-2026-11-13-1243
Auto1/6
#1
โ˜…

Jared

CSR

Jared
83.6
($220)
Score
83%+25Booking Rate
52%+18Close-Through
52+9Outbound Calls
9+20Memberships
35+10Jobs Booked
1+2Reviews
CSR Leader
#2
โ˜…

Holly

CSR

Holly
74.8($35)Score
100%Booking Rate+30
50%Close-Through+17
115Outbound Calls+20
1Memberships+2
13Jobs Booked+4
1Reviews+2
#3
โ˜…

Troy

CSR

Troy
69.5($85)Score
89%Booking Rate+27
59%Close-Through+20
35Outbound Calls+6
3Memberships+7
28Jobs Booked+8
1Reviews+2
#4
โ˜…

Paul Danny

CSR

Paul Danny
34.1($35)Score
88%Booking Rate+26
N/AClose-Through+0
8Outbound Calls+1
1Memberships+2
8Jobs Booked+2
1Reviews+2
#5
โ˜…

Jenna Mike

CSR

Jenna Mike
32.3($35)Score
86%Booking Rate+26
N/AClose-Through+0
4Outbound Calls+1
1Memberships+2
6Jobs Booked+2
1Reviews+2
#6
โ˜…

Brianna AI

CSR

Brianna AI
29.9($10)Score
83%Booking Rate+25
N/AClose-Through+0
0Outbound Calls+0
0Memberships+0
10Jobs Booked+3
1Reviews+2
โ˜…
โ˜…

Grace

Inside Sales

Grace
$13,409Sold
6
Outbound Calls
4
Jobs Sold
2
Memberships

How Scoring Works

Each metric's top performer earns the full points; everyone else earns a proportional share of them. A customer review adds a flat 2-pt bonus. Your Score is the sum of all six.

How Rank Is Scored

Booking Rate30 pts
Close-Through20 pts
Outbound Calls20 pts
Memberships20 pts
Total Jobs10 pts
Reviews2 pts
Avg Booking Rate
90%
Close-Through
54%
Memberships Sold
17
Outbound Calls
220
Inside Sales
$13,409
Company Revenue
$160,916
GOAL $302,300 ยท PACE $321,831
Recall Excellence โ€” Last 180 Days Leaderboard
November Revenue Goal
$302,300
Month to Date
$160,916
Pace
$321,831
Left to Goal
$141,384

Data as of 12:45 PM ยท updates every 15 min, 7am-7pm

Accurate Electric, Plumbing, Heating and AirBuild DEMO-2026-11-13-1243
Auto1/6
#1

Omar Whitlock

HVAC (Service & Maintenance)

Omar Whitlock
1.6%
Recall Rate
1Recalls
64Jobs (180d)
Quality Leader
#2

Felix

Electrical

Felix
1.7%Recall Rate
6Recalls
362Jobs (180d)
#3

Mason Quintero

HVAC

Mason Quintero
2.3%Recall Rate
6Recalls
266Jobs (180d)
#4

Gavin Duquette

Plumbing

Gavin Duquette
2.6%Recall Rate
8Recalls
309Jobs (180d)
#5

HVAC Install Crew

Kevin Cole & Nate Ingram

Kevin Cole
Kevin
Nate Ingram
Nate
3.2%Recall Rate
1Recalls
31Jobs (180d)
#6

Logan

Plumbing

Logan
3.3%Recall Rate
10Recalls
307Jobs (180d)
#7

Kyle Marlowe

Electrical

Kyle Marlowe
3.5%Recall Rate
12Recalls
341Jobs (180d)
#8

Wade

HVAC

Wade
3.9%Recall Rate
11Recalls
281Jobs (180d)
#9

Chris

HVAC

Chris
4.0%Recall Rate
11Recalls
274Jobs (180d)
Company Recall
3.3%
GOAL โ‰ค 5% ยท 180-day
Jobs (180-day)
1,032
Hitting Goal
9 of 10
RECALL โ‰ค 5%
Review Rockstars โ€” Month to Date Leaderboard
November Revenue Goal
$302,300
Month to Date
$160,916
Pace
$321,831
Left to Goal
$141,384

Data as of 12:45 PM ยท updates every 15 min, 7am-7pm

Accurate Electric, Plumbing, Heating and AirBuild DEMO-2026-11-13-1243
Auto1/6
#1
Top Review %

Felix

โ˜…โ˜…โ˜…โ˜…โ˜… 4.88

Felix
8
($125)
Total Reviews
4.88Review Score
75 Star
14 Star
0 / 0 / 03 / 2 / 1
27%Review %
30Review Jobs
Top Rockstar
#2

Gavin Duquette

โ˜…โ˜…โ˜…โ˜…โ˜… 5.00

Gavin Duquette
6($60)Total Reviews
5.00Review Score
65 Star
04 Star
0 / 0 / 03 / 2 / 1
21%Review %
28Review Jobs
#3

Chris

โ˜…โ˜…โ˜…โ˜…โ˜… 5.00

Chris
5($50)Total Reviews
5.00Review Score
55 Star
04 Star
0 / 0 / 03 / 2 / 1
21%Review %
24Review Jobs
#4

Mason Quintero

โ˜…โ˜…โ˜…โ˜…โ˜… 5.00

Mason Quintero
4($55)Total Reviews
5.00Review Score
45 Star
04 Star
0 / 0 / 03 / 2 / 1
20%Review %
20Review Jobs
#5

Logan

โ˜…โ˜…โ˜…โ˜…โ˜… 4.75

Logan
4($40)Total Reviews
4.75Review Score
35 Star
14 Star
0 / 0 / 03 / 2 / 1
17%Review %
23Review Jobs
#6

Kyle Marlowe

โ˜…โ˜…โ˜…โ˜…โ˜… 5.00

Kyle Marlowe
4($40)Total Reviews
5.00Review Score
45 Star
04 Star
0 / 0 / 03 / 2 / 1
15%Review %
26Review Jobs
#7

Wade

โ˜…โ˜…โ˜…โ˜…โ˜… 5.00

Wade
3($45)Total Reviews
5.00Review Score
35 Star
04 Star
0 / 0 / 03 / 2 / 1
15%Review %
20Review Jobs
#8

Omar Whitlock

โ˜…โ˜…โ˜…โ˜…โ˜… 5.00

Omar Whitlock
2($20)Total Reviews
5.00Review Score
25 Star
04 Star
0 / 0 / 03 / 2 / 1
20%Review %
10Review Jobs
#9

Brianna AI

โ˜…โ˜…โ˜…โ˜…โ˜… 5.00

Brianna AI
1($10)Total Reviews
5.00Review Score
15 Star
04 Star
0 / 0 / 03 / 2 / 1
N/AReview %
0Review Jobs
Verified Reviews
43
Avg Review Score
4.93
5-Star Reviews
40
Membership Champions โ€” Month to Date Leaderboard
November Revenue Goal
$302,300
Month to Date
$160,916
Pace
$321,831
Left to Goal
$141,384

Data as of 12:45 PM ยท updates every 15 min, 7am-7pm

Accurate Electric, Plumbing, Heating and AirBuild DEMO-2026-11-13-1243
Auto1/6
#1

Felix

Felix
8
($200)
Monthly Sold
40%Conversion
25Opportunities
2Annual ($10 each)
Membership Leader
#2

Jared

Office

Jared
8($200)Monthly Sold
โ€”Conversion
โ€”Opportunities
1Annual ($10 each)
#3

Logan

Logan
6($150)Monthly Sold
41%Conversion
17Opportunities
1Annual ($10 each)
#4

Kyle Marlowe

Kyle Marlowe
5($125)Monthly Sold
33%Conversion
18Opportunities
1Annual ($10 each)
#5

Gavin Duquette

Gavin Duquette
5($125)Monthly Sold
38%Conversion
13Opportunities
0Annual ($10 each)
#6

Omar Whitlock

Omar Whitlock
3($75)Monthly Sold
100%Conversion
3Opportunities
0Annual ($10 each)
#7

Troy

Office

Troy
3($75)Monthly Sold
โ€”Conversion
โ€”Opportunities
0Annual ($10 each)
#8

Grace

Office

Grace
2($50)Monthly Sold
โ€”Conversion
โ€”Opportunities
0Annual ($10 each)
#9

Chris

Chris
1($25)Monthly Sold
33%Conversion
3Opportunities
0Annual ($10 each)
Monthly MTD
47
PAID AT $25 EACH
Company Conversion
21.6%
16 OF 74 CUSTOMERS
Non-Member Customers
74