One row per rep Β· click a header to sort Β· use Hide/Show columns to add more
Columns Hide / show metrics βΎ
Conditional formatting on rate columns: green = strong Β· amber = watch Β· red = needs attention. MGT = manager-only (ConnectedβClose), hidden for rep logins.
Live data note: numbers shown are realistic sample figures generated to match the org's benchmarks
(Show ~60%, Book-to-Close 10β25%, Cancel ~10%, Upfront ~80%). In production these are replaced by the
HubSpot pull defined in HUBSPOT_DATA_AND_CONFIG_SPEC.md β see the DATA_SOURCE seam in this file's script.
π Pipeline hygiene β deals to move
Meetings that have happened (2h+ ago) but the deal is still sitting in a booked/confirmed stage β so we don't yet know if they showed or the disposition. Reps should clear these before logging off. Meetings since Jan 1, 2026.
Your weekly points and bonus tier Β· weekend deals (all day Sat & Sun MT) earn 2Γ Β· Mountain Time
Closer (Health Advisor) comp β estimate, not payroll. Clear the seat floor and the tier rate pays on the whole week's cash from the first dollar; the Vault holds a % of commission until day-30 vest.
