Technicians โ€” MTD Leaderboard
August Revenue Goal
$760,695
Month to Date
$455,077
Pace
$502,980
Left to Goal
$305,618

Stale โ€” data as of 2:47 PM (3h 56m old)

Accurate Electric, Plumbing, Heating and AirBuild APB-2026-08-17-1442
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#1

Martin Brody

Plumbing

Martin Brody
80.7
($70)
Score
$71,925+35Revenue
55%+21Close Rate
0%+0Membership
19%+15Review Rate
0%+10Recall
Company Leader
#2

Jonathan

Electrical

Jonathan
60.7($185)Score
$48,276Revenue+23
32%Close Rate+12
27%Membership+13
3%Review Rate+2
0%Recall+10
#3

Lance Mejia

Electrical

Lance Mejia
59.1($85)Score
$44,698Revenue+22
50%Close Rate+19
13%Membership+6
5%Review Rate+4
6.8%Recall+8
#4

Marco Ayala

HVAC

Marco Ayala
56.6($40)Score
$8,474Revenue+4
55%Close Rate+21
(Includes tech-generated leads)
32%Membership+15
9%Review Rate+7
1.1%Recall+10
#5

Javier

HVAC

Javier
48.2($85)Score
$13,994Revenue+7
67%Close Rate+25
(Includes tech-generated leads)
10%Membership+5
2%Review Rate+2
0%Recall+10
#6

Josh Estrello

Plumbing

Josh Estrello
34.4($20)Score
$16,255Revenue+8
37%Close Rate+14
(Includes tech-generated leads)
0%Membership+0
3%Review Rate+3
3.1%Recall+10
โ˜…

David Ocampo

Comfort Advisor

David Ocampo
$185,048Sold
28%
Close Rate
8/23
Self-Gen
3/17
Marketed
โ˜…

HVAC Install Crew

Daniel Rivera ยท Eric Hinojosa

Daniel Rivera
Daniel
Eric Hinojosa
Eric
$60,866Installed
3
Installs
0
Reviews
30.3%
Recall Rate

How Rank Is Scored

Ranked by SCORE, not revenue alone

Revenue35 pts
Close Rate25 pts
Membership15 pts
Reviews15 pts
Low Recalls10 pts

Each metric's top performer earns the full points; everyone else a proportional share.

Review Rate
6%
GOAL โ‰ฅ 15%
Membership %
14%
GOAL โ‰ฅ 15%
Recall Rate
6.6%
GOAL โ‰ค 5%
Company Revenue
$455,077
GOAL $760,695 ยท PACE $502,980
Daily Scorecard โ€” Company Scorecard
August Revenue Goal
$760,695
Month to Date
$455,077
Pace
$502,980
Left to Goal
$305,618

Stale โ€” data as of 2:47 PM (3h 56m old)

Accurate Electric, Plumbing, Heating and AirBuild APB-2026-08-17-1442
Auto1/6
Today's RevenueThu 8/27
Electrical
$20
of $20,534 to make goal
$20,514 to go
4 jobs run
HVAC
$996
of $70,399 to make goal
$69,403 to go
7 jobs run
Plumbing
$0
of $10,940 to make goal
$10,940 to go
3 jobs run
Revenue MTDDay 19/21
Office
76%
225 of 297 calls booked
โ–ผ Below goal 6.7 pts vs 82.5%
2,745
Outbound Calls
317
Jobs Booked
17
Memberships
Electrical
$96,979
of $158,580 goal ยท 61%
Pacing $107,187 โ–ผ $51,393
2
Reviews
13
Memberships
6
5.8%
Recalls
HVAC
$268,278
of $479,475 goal ยท 56%
Pacing $296,518 โ–ผ $182,957
5
Reviews
16
Memberships
12
6.1%
Recalls
Plumbing
$89,820
of $122,640 goal ยท 73%
Pacing $99,275 โ–ผ $23,365
9
Reviews
0
Memberships
1
0.9%
Recalls
Company Totals - MTDThu 8/27
Revenue Month-to-Date
$455,077
Off pace
Revenue Today
$1,016
completed ยท 14 jobs run
โ–ผ $100,856 to go ยท goal $101,873
Company Pace
$502,980
projected vs $760,695 month goal
โ–ผ $257,715 behind
Call Center โ€” MTD Leaderboard
August Revenue Goal
$760,695
Month to Date
$455,077
Pace
$502,980
Left to Goal
$305,618

Stale โ€” data as of 2:47 PM (3h 56m old)

Accurate Electric, Plumbing, Heating and AirBuild APB-2026-08-17-1442
Auto1/6
#1

Kelly

CSR

Kelly
89.0
($300)
Score
82%+30Booking Rate
36%+9Close-Through
796+20Outbound Calls
13+20Memberships
180+10Jobs Booked
0+0Reviews
CSR Leader
#2
โ˜…

Nichelle

CSR

Nichelle
70.7($60)Score
81%Booking Rate+30
46%Close-Through+11
603Outbound Calls+15
3Memberships+5
139Jobs Booked+8
1Reviews+2
#3
โ˜…

Albert Aragon

CSR

Albert Aragon
68.8($35)Score
80%Booking Rate+29
81%Close-Through+20
393Outbound Calls+10
1Memberships+2
108Jobs Booked+6
1Reviews+2
#4

Broccoli AI

CSR

Broccoli AI
28.8Score
68%Booking Rate+25
N/AClose-Through+0
0Outbound Calls+0
0Memberships+0
71Jobs Booked+4
0Reviews+0
#5

HellenMJ

CSR

HellenMJ
19.3Score
N/ABooking Rate+0
7%Close-Through+2
640Outbound Calls+16
0Memberships+0
27Jobs Booked+2
0Reviews+0
#6

Cheri Fortner

CSR

Cheri Fortner
11.3Score
25%Booking Rate+9
N/AClose-Through+0
73Outbound Calls+2
0Memberships+0
5Jobs Booked+0
0Reviews+0
โ˜…

Anna

Inside Sales

Anna
$114,610Sold
240
Outbound Calls
12
Jobs Sold
0
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
67%
Close-Through
47%
Memberships Sold
17
Outbound Calls
2,745
Inside Sales
$114,610
Company Revenue
$455,077
GOAL $760,695 ยท PACE $502,980
Recall Excellence โ€” Last 180 Days Leaderboard
August Revenue Goal
$760,695
Month to Date
$455,077
Pace
$502,980
Left to Goal
$305,618

Stale โ€” data as of 2:47 PM (3h 56m old)

Accurate Electric, Plumbing, Heating and AirBuild APB-2026-08-17-1442
Auto1/6
#1

Martin Brody

Plumbing

Martin Brody
0%
Recall Rate
0Recalls
165Jobs (180d)
Quality Leader
#2

Marco Ayala

HVAC

Marco Ayala
1.1%Recall Rate
1Recalls
95Jobs (180d)
#3

David Ocampo

HVAC (Service & Maintenance)

David Ocampo
1.3%Recall Rate
1Recalls
77Jobs (180d)
#4

Josh Estrello

Plumbing

Josh Estrello
3.1%Recall Rate
3Recalls
98Jobs (180d)
#5

Lance Mejia

Electrical

Lance Mejia
6.8%Recall Rate
5Recalls
74Jobs (180d)
#6

HVAC Install Crew

Daniel Rivera & Eric Hinojosa

Daniel Rivera
Daniel
Eric Hinojosa
Eric
30.3%Recall Rate
10Recalls
33Jobs (180d)
Company Recall
6.6%
GOAL โ‰ค 5% ยท 180-day
Jobs (180-day)
863
Hitting Goal
4 of 6
RECALL โ‰ค 5%
Review Rockstars โ€” Month to Date Leaderboard
August Revenue Goal
$760,695
Month to Date
$455,077
Pace
$502,980
Left to Goal
$305,618

Stale โ€” data as of 2:47 PM (3h 56m old)

Accurate Electric, Plumbing, Heating and AirBuild APB-2026-08-17-1442
Auto1/6
#1
Top Review %

Martin Brody

โ˜…โ˜…โ˜…โ˜…โ˜… 5.00

Martin Brody
7
($70)
Total Reviews
5.00Review Score
75 Star
04 Star
0 / 0 / 03 / 2 / 1
19%Review %
37Review Jobs
Top Rockstar
#2

Marco Ayala

โ˜…โ˜…โ˜…โ˜…โ˜… 5.00

Marco Ayala
4($40)Total Reviews
5.00Review Score
45 Star
04 Star
0 / 0 / 03 / 2 / 1
9%Review %
46Review Jobs
#3

Josh Estrello

โ˜…โ˜…โ˜…โ˜…โ˜… 5.00

Josh Estrello
2($20)Total Reviews
5.00Review Score
25 Star
04 Star
0 / 0 / 03 / 2 / 1
3%Review %
61Review Jobs
#4

Lance Mejia

โ˜…โ˜…โ˜…โ˜…โ˜… 5.00

Lance Mejia
1($10)Total Reviews
5.00Review Score
15 Star
04 Star
0 / 0 / 03 / 2 / 1
5%Review %
19Review Jobs
#5

Jonathan

โ˜…โ˜…โ˜…โ˜…โ˜… 5.00

Jonathan
1($10)Total Reviews
5.00Review Score
15 Star
04 Star
0 / 0 / 03 / 2 / 1
3%Review %
32Review Jobs
#6

Javier

โ˜…โ˜…โ˜…โ˜…โ˜… 5.00

Javier
1($10)Total Reviews
5.00Review Score
15 Star
04 Star
0 / 0 / 03 / 2 / 1
2%Review %
49Review Jobs
#7

David Ocampo

โ˜†โ˜†โ˜†โ˜†โ˜† โ€”

David Ocampo
0Total Reviews
โ€”Review Score
05 Star
04 Star
0 / 0 / 03 / 2 / 1
0%Review %
18Review Jobs
#8

Gabe Villanueva

โ˜†โ˜†โ˜†โ˜†โ˜† โ€”

Gabe Villanueva
0Total Reviews
โ€”Review Score
05 Star
04 Star
0 / 0 / 03 / 2 / 1
0%Review %
11Review Jobs
Verified Reviews
16
Avg Review Score
5.00
Awaiting Verify
8
UNPAID UNTIL CONFIRMED
Membership Champions โ€” Month to Date Leaderboard
August Revenue Goal
$760,695
Month to Date
$455,077
Pace
$502,980
Left to Goal
$305,618

Stale โ€” data as of 2:47 PM (3h 56m old)

Accurate Electric, Plumbing, Heating and AirBuild APB-2026-08-17-1442
Auto1/6
#1

Kelly

Office

Kelly
12
($300)
Monthly Sold
โ€”Conversion
โ€”Opportunities
1Annual (no pay)
Membership Leader
#2

Jonathan

Jonathan
7($175)Monthly Sold
26%Conversion
39Opportunities
3Annual (no pay)
#3

Lance Mejia

Lance Mejia
3($75)Monthly Sold
13%Conversion
23Opportunities
0Annual (no pay)
#4

Javier

Javier
3($75)Monthly Sold
9%Conversion
32Opportunities
0Annual (no pay)
#5

Nichelle

Office

Nichelle
2($50)Monthly Sold
โ€”Conversion
โ€”Opportunities
1Annual (no pay)
#6

Albert Aragon

Office

Albert Aragon
1($25)Monthly Sold
โ€”Conversion
โ€”Opportunities
0Annual (no pay)
#7

Marco Ayala

Marco Ayala
0Monthly Sold
30%Conversion
40Opportunities
12Annual (no pay)
#8

Marcus Cadogan

Marcus Cadogan
0Monthly Sold
โ€”Conversion
0Opportunities
5Annual (no pay)
#9

David Ocampo

David Ocampo
0Monthly Sold
2%Conversion
60Opportunities
1Annual (no pay)
Monthly MTD
28
PAID AT $25 EACH
Company Conversion
15.5%
38 OF 245 CUSTOMERS
Non-Member Customers
245