Goals & Weights
D2D business targets and rep performance standards
D2D Standard & Stretch
| Standard | Stretch | Gap | |
|---|---|---|---|
| Annual Filed Claims | 1,800 | 2,200 | +400 |
| Filed Claims/mo | 150 | 183 | +33 |
| Filed Claims/wk | 35 | 42 | +7 |
| Signed Roofs/mo | 181 | 347 | +166 |
| Signed Roofs/wk | 42 | 80 | +38 |
Min headcount: 11
Active: 20
Utilization: 52%
Rep Minimum Standards
| DK | DM | AS | SR | |
|---|---|---|---|---|
| Daily | 65 | 12 | 2 | 1 |
| Weekly | 325 | 60 | 10 | 4 |
Conversion Rates
| DK→DM | DM→AS | AS→SR | SR→FC | FC→RC | |
|---|---|---|---|---|---|
| Target | 18.5% | 16.7% | 40% | 83% | 70% |
| Actual | -- | -- | -- | -- | -- |
Monthly Weights
Jan
100%
150
Feb
100%
150
Mar
100%
150
Apr
100%
150
May
100%
150
Jun
100%
150
Jul
100%
150
Aug
100%
150
Sep
100%
150
Oct
100%
150
Nov
100%
150
Dec
100%
150
Monthly Breakdown
| KPI | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AS | 452 | 452 | 452 | 452 | 452 | 452 | 452 | 452 | 452 | 452 | 452 | 452 | 5,423 |
| SR | 181 | 181 | 181 | 181 | 181 | 181 | 181 | 181 | 181 | 181 | 181 | 181 | 2,169 |
| FC | 150 | 150 | 150 | 150 | 150 | 150 | 150 | 150 | 150 | 150 | 150 | 150 | 1,800 |
| RC | 105 | 105 | 105 | 105 | 105 | 105 | 105 | 105 | 105 | 105 | 105 | 105 | 1,260 |
Rep Performance
20 active reps · SR min: 4/wk
| Rep | Team | DK | DM | AS | SR | FC | RC |
|---|---|---|---|---|---|---|---|
Caleb Sterling(1) | |||||||
| Caleb Sterling | Caleb Sterling | 324 | 60 | 10 | 4 | 3 | 2 |
Eddy Coscarart(1) | |||||||
| Eddy Coscarart | Eddy Coscarart | 324 | 60 | 10 | 4 | 3 | 2 |
Edgar Reyna(3) | |||||||
| Edgar Reyna | Edgar Reyna | 324 | 60 | 10 | 4 | 3 | 2 |
| Ketin Kirkby | Edgar Reyna | 324 | 60 | 10 | 4 | 3 | 2 |
| Tony Rodgers-Brown III | Edgar Reyna | 324 | 60 | 10 | 4 | 3 | 2 |
George Tokatli(8) | |||||||
| Carlos Duarte | George Tokatli | 324 | 60 | 10 | 4 | 3 | 2 |
| Felipe Rodriguez | George Tokatli | 324 | 60 | 10 | 4 | 3 | 2 |
| Geoffrey Gorman | George Tokatli | 324 | 60 | 10 | 4 | 3 | 2 |
| George Tokatli | George Tokatli | 324 | 60 | 10 | 4 | 3 | 2 |
| Jadin Grannis | George Tokatli | 324 | 60 | 10 | 4 | 3 | 2 |
| Kyle Spencer | George Tokatli | 324 | 60 | 10 | 4 | 3 | 2 |
| Otoniel Cortez | George Tokatli | 324 | 60 | 10 | 4 | 3 | 2 |
| Terrell Walker | George Tokatli | 324 | 60 | 10 | 4 | 3 | 2 |
Jesse Arevalo(1) | |||||||
| Jesse Arevalo | Jesse Arevalo | 324 | 60 | 10 | 4 | 3 | 2 |
Orlando Rojas(6) | |||||||
| Aceson Hale | Orlando Rojas | 324 | 60 | 10 | 4 | 3 | 2 |
| Aiden Theriot | Orlando Rojas | 324 | 60 | 10 | 4 | 3 | 2 |
| Brecken Bogle | Orlando Rojas | 324 | 60 | 10 | 4 | 3 | 2 |
| Daniel Polus | Orlando Rojas | 324 | 60 | 10 | 4 | 3 | 2 |
| Gavin Kremper | Orlando Rojas | 324 | 60 | 10 | 4 | 3 | 2 |
| Orlando Rojas | Orlando Rojas | 324 | 60 | 10 | 4 | 3 | 2 |