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Key Performance Indicators (KPI's)
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Cumulative YTD Totals for Each Metric
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Cumulative YTD totals for Outbound Calls530
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Cumulative YTD totals for Live Connections128
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Cumulative YTD totals for Discovery (DM's) Meetings Booked50
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Cumulative YTD totals for DM's Done16
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Cumulative YTD totals for Show & Tell (S&T) Meetings Booked10
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Cumulative YTD totals for S&T Meeting Done10
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Cumulative YTD totals for VIP Partners Signed7
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Cumulative YTD totals for Referrals Given0
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Cumulative YTD totals for Referrals Recieved6
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Cumulative YTD totals for Deals Closed0
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Monthly Conversion RateJanFeb MarAprMayJunJulAugSepOctNovDec
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Outbound Calls vs. Live Connections 20.51%21.74%21.90%21.90%28.57%31.52%#DIV/0!#DIV/0!#DIV/0!#DIV/0!#DIV/0!#DIV/0!
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Live Connections vs. Booked Discovery (DM's) Meetings 25.00%35.00%47.83%52.17%25.00%41.38%#DIV/0!#DIV/0!#DIV/0!#DIV/0!#DIV/0!#DIV/0!
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Booked Discovery Meetings vs. Done0.00%28.57%18.18%33.33%60.00%41.67%#DIV/0!#DIV/0!#DIV/0!#DIV/0!#DIV/0!#DIV/0!
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Show & Tell Meetings Booked vs Done#DIV/0!50.00%100.00%75.00%66.67%40.00%#DIV/0!#DIV/0!#DIV/0!#DIV/0!#DIV/0!#DIV/0!
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Discovery Meetings Done vs. Show & Tell Meetings Done#DIV/0!100.00%50.00%66.67%100.00%200.00%#DIV/0!#DIV/0!#DIV/0!#DIV/0!#DIV/0!#DIV/0!
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VIP Partners Signed vs S&T Meeting Done#DIV/0!100.00%100.00%50.00%50.00%75.00%#DIV/0!#DIV/0!#DIV/0!#DIV/0!#DIV/0!#DIV/0!
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Cumulative Year-to-Date Conversion Rate
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Outbound Calls vs. Live Connections 24.17%
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Live Connections vs. Booked Discovery (DM's) Meetings 38.93%
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Booked Discovery Meetings vs. Done31.37%
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Show & Tell Meetings Booked vs Done62.50%
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Discovery Meetings Done vs. Show & Tell Meetings Done100.00%
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VIP Partners Signed vs S&T Meeting Done70.00%
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Highest Performing Prospecting Days For Each MonthJanFeb MarAprMayJunJulAugSepOctNovDec
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Highest Performing Day for Outbound Calls1/5/20232/5/20233/3/20234/3/20235/4/20236/4/2023
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Highest Performing Day for Live Connections1/5/20232/5/20233/1/20234/1/20235/4/20236/2/2023
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Highest Performing Day for Booked Discovery (DM's) Meetings1/3/20232/5/20233/1/20234/1/20235/5/20236/1/2023
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Highest Performing Day for DM's Done2/2/20233/3/20234/2/20235/1/20236/5/2023
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Highest Performing Day for Booked Show & Tell (S&T) Meetings2/2/20233/3/20234/5/20235/1/20236/2/2023
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Highest Performing Day for S&T Meeting Done2/5/20233/5/20234/3/20235/2/20236/3/2023
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Highest Performing Day for VIP Partners Signed2/5/20233/5/20234/3/20235/2/20236/5/2023
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Highest Performing Day for Referrals Given
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Highest Performing Day for Referrals Received3/5/20234/3/20235/2/20236/5/2023
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Highest Performing Day for Deals Closed
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Month to Month Comparables (Green = Growth, Red = Negative Growth)
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Total Prospecting Days Each Month555555000000
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Outbound Calls vs. Live Connections 1.23%0.17%0.00%6.67%2.95%#DIV/0!#DIV/0!#DIV/0!#DIV/0!#DIV/0!#DIV/0!
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Live Connections vs. Booked Discovery (DM's) Meetings 10.00%12.83%4.35%-27.17%16.38%#DIV/0!#DIV/0!#DIV/0!#DIV/0!#DIV/0!#DIV/0!
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Discovery Meetings Booked vs. Done28.57%-10.39%15.15%26.67%-18.33%#DIV/0!#DIV/0!#DIV/0!#DIV/0!#DIV/0!#DIV/0!
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Show & Tell Meetings Booked vs Done#DIV/0!50.00%-25.00%-8.33%-26.67%#DIV/0!#DIV/0!#DIV/0!#DIV/0!#DIV/0!#DIV/0!
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Discovery Meetings Done vs. Show & Tell Meetings Done#DIV/0!-50.00%16.67%33.33%100.00%#DIV/0!#DIV/0!#DIV/0!#DIV/0!#DIV/0!#DIV/0!
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S&T Meeting Done vs. VIP Partners Signed #DIV/0!0.00%-50.00%0.00%25.00%#DIV/0!#DIV/0!#DIV/0!#DIV/0!#DIV/0!#DIV/0!
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