Technicians โ€” MTD Leaderboard
October Revenue Goal
$546,177
Month to Date
$356,523
Pace
$461,383
Left to Goal
$189,654

Data as of 3:03 PM ยท updates every 15 min, 8am-8pm

Accurate Electric, Plumbing, Heating and AirBuild APB-2026-10-19-2200
Auto1/6
#1

Jonathan

Electrical

Jonathan
88.5
($90)
Score
$68,817+35Revenue
$0Lead Revenue
(20% counts toward revenue points)
38%+16Close Rate
11%+12Membership
14%+15Review Rate
0%+10Recall
Company Leader
#2

Lance Mejia

Electrical

Lance Mejia
67.7($25)Score
$45,259Revenue+24
$4,768Lead Revenue
(20% counts toward revenue points)
57%Close Rate+25
11%Membership+13
0%Review Rate+0
8.3%Recall+7
#3

Javier

HVAC

Javier
56.7($40)Score
$15,470Revenue+10
$22,880Lead Revenue
(20% counts toward revenue points)
43%Close Rate+19
(Includes tech-generated leads)
10%Membership+11
6%Review Rate+7
0%Recall+10
#4

Marco Ayala

HVAC

Marco Ayala
54.1($50)Score
$2,376Revenue+6
$50,343Lead Revenue
(20% counts toward revenue points)
30%Close Rate+13
(Includes tech-generated leads)
13%Membership+15
9%Review Rate+9
1.0%Recall+10
#5

Shawn

HVAC

S
46.9($30)Score
$8,627Revenue+9
$42,745Lead Revenue
(20% counts toward revenue points)
27%Close Rate+12
11%Membership+13
4%Review Rate+4
0%Recall+10
#6

Josh Estrello

Plumbing

Josh Estrello
42.4($10)Score
$15,583Revenue+8
$0Lead Revenue
(20% counts toward revenue points)
48%Close Rate+21
(Includes tech-generated leads)
0%Membership+0
3%Review Rate+4
1.5%Recall+10
โ˜…

David Ocampo

Comfort Advisor

David Ocampo
$170,822Sold
$2,358
Revenue
$27,311
Lead Revenue
37%
Sales Close(Self-gen 8/16 ยท Marketed 2/11)
40%
Service Close(4 of 10)
2
Memberships
N/A
Review Rate
2.7%
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
6%
GOAL โ‰ฅ 15%
Membership %
9%
GOAL โ‰ฅ 15%
Recall Rate
6.9%
GOAL โ‰ค 5%
Company Revenue
$356,523
GOAL $546,177 ยท PACE $461,383
Daily Scorecard โ€” Company Scorecard
October Revenue Goal
$546,177
Month to Date
$356,523
Pace
$461,383
Left to Goal
$189,654

Data as of 3:03 PM ยท updates every 15 min, 8am-8pm

Accurate Electric, Plumbing, Heating and AirBuild APB-2026-10-19-2200
Auto1/6
Today's RevenueSun 10/25
Electrical
$0
of $9,873 to make goal
$9,873 to go
0 jobs run
HVAC
$0
of $6,047 to make goal
$6,047 to go
0 jobs run
Plumbing
$0
of $22,011 to make goal
$22,011 to go
0 jobs run
Revenue MTDDay 17/22
Office
71%
137 of 194 calls booked
โ–ผ Below goal 11.9 pts vs 82.5%
2,445
Outbound Calls
250
Jobs Booked
7
Memberships
Electrical
$114,076
of $163,440 goal ยท 70%
Pacing $147,628 โ–ผ $15,812
3
Reviews
4
Memberships
4
7.5%
Recalls
HVAC
$210,260
of $240,497 goal ยท 87%
Pacing $272,101 โ–ฒ $31,604
6
Reviews
6
Memberships
13
8.2%
Recalls
Plumbing
$32,187
of $142,240 goal ยท 23%
Pacing $41,654 โ–ผ $100,586
1
Reviews
0
Memberships
2
2.5%
Recalls
Company Totals - MTDSun 10/25
Revenue Month-to-Date
$356,523
Off pace
Revenue Today
$0
completed ยท 0 jobs run
โ–ผ $37,931 to go ยท goal $37,931
Company Pace
$461,383
projected vs $546,177 month goal
โ–ผ $84,794 behind
Call Center โ€” MTD Leaderboard
October Revenue Goal
$546,177
Month to Date
$356,523
Pace
$461,383
Left to Goal
$189,654

Data as of 3:03 PM ยท updates every 15 min, 8am-8pm

Accurate Electric, Plumbing, Heating and AirBuild APB-2026-10-19-2200
Auto1/6
#1
โ˜…2

Kelly

CSR

Kelly
86.7
($170)
Score
76%+30Booking Rate
23%+5Close-Through
1,226+20Outbound Calls
6+20Memberships
160+10Jobs Booked
2+2Reviews
CSR Leader
#2

Albert Aragon

CSR

Albert Aragon
57.9($10)Score
75%Booking Rate+30
100%Close-Through+20
91Outbound Calls+1
1Memberships+3
54Jobs Booked+3
0Reviews+0
#3

Nichelle

CSR

Nichelle
55.1Score
73%Booking Rate+29
36%Close-Through+7
665Outbound Calls+11
0Memberships+0
129Jobs Booked+8
0Reviews+0
#4

Broccoli AI

CSR

Broccoli AI
25.8Score
60%Booking Rate+24
N/AClose-Through+0
0Outbound Calls+0
0Memberships+0
29Jobs Booked+2
0Reviews+0
#5

HellenMJ

CSR

HellenMJ
9.6Score
N/ABooking Rate+0
9%Close-Through+2
425Outbound Calls+7
0Memberships+0
14Jobs Booked+1
0Reviews+0
#6

Cheri Fortner

CSR

Cheri Fortner
0.7Score
0%Booking Rate+0
N/AClose-Through+0
38Outbound Calls+1
0Memberships+0
1Jobs Booked+0
0Reviews+0

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
57%
Close-Through
41%
Memberships Sold
7
Outbound Calls
2,445
Inside Sales
$0
Company Revenue
$356,523
GOAL $546,177 ยท PACE $461,383
Recall Excellence โ€” Last 180 Days Leaderboard
October Revenue Goal
$546,177
Month to Date
$356,523
Pace
$461,383
Left to Goal
$189,654

Data as of 3:03 PM ยท updates every 15 min, 8am-8pm

Accurate Electric, Plumbing, Heating and AirBuild APB-2026-10-19-2200
Auto1/6
#1

Marco Ayala

HVAC

Marco Ayala
1.0%
Recall Rate
1Recalls
97Jobs (180d)
Quality Leader
#2

Josh Estrello

Plumbing

Josh Estrello
1.5%Recall Rate
2Recalls
134Jobs (180d)
#3

David Ocampo

HVAC (Service & Maintenance)

David Ocampo
2.7%Recall Rate
2Recalls
73Jobs (180d)
#4

Lance Mejia

Electrical

Lance Mejia
8.3%Recall Rate
6Recalls
72Jobs (180d)
#5

HVAC Install Crew

Daniel Rivera & Eric Hinojosa

Daniel Rivera
Daniel
Eric Hinojosa
Eric
25.0%Recall Rate
9Recalls
36Jobs (180d)
Company Recall
6.9%
GOAL โ‰ค 5% ยท 180-day
Jobs (180-day)
929
Hitting Goal
3 of 5
RECALL โ‰ค 5%
Review Rockstars โ€” Month to Date Leaderboard
October Revenue Goal
$546,177
Month to Date
$356,523
Pace
$461,383
Left to Goal
$189,654

Data as of 3:03 PM ยท updates every 15 min, 8am-8pm

Accurate Electric, Plumbing, Heating and AirBuild APB-2026-10-19-2200
Auto1/6
#1
Top Review %

Jonathan

โ˜…โ˜…โ˜…โ˜…โ˜… 5.00

Jonathan
3
($30)
Total Reviews
5.00Review Score
35 Star
04 Star
0 / 0 / 03 / 2 / 1
14%Review %
22Review Jobs
Top Rockstar
#2

Marco Ayala

โ˜…โ˜…โ˜…โ˜…โ˜… 5.00

Marco Ayala
3($30)Total Reviews
5.00Review Score
35 Star
04 Star
0 / 0 / 03 / 2 / 1
9%Review %
35Review Jobs
#3

Javier

โ˜…โ˜…โ˜…โ˜…โ˜… 5.00

Javier
2($20)Total Reviews
5.00Review Score
25 Star
04 Star
0 / 0 / 03 / 2 / 1
6%Review %
33Review Jobs
#4

Shawn

โ˜…โ˜…โ˜…โ˜…โ˜… 5.00

S
1($10)Total Reviews
5.00Review Score
15 Star
04 Star
0 / 0 / 03 / 2 / 1
4%Review %
28Review Jobs
#5

Josh Estrello

โ˜…โ˜…โ˜…โ˜…โ˜… 5.00

Josh Estrello
1($10)Total Reviews
5.00Review Score
15 Star
04 Star
0 / 0 / 03 / 2 / 1
3%Review %
30Review Jobs
#6

David Ocampo

โ˜†โ˜†โ˜†โ˜†โ˜† โ€”

David Ocampo
0Total Reviews
โ€”Review Score
05 Star
04 Star
0 / 0 / 03 / 2 / 1
N/AReview %
3Review Jobs
#7

Lance Mejia

โ˜†โ˜†โ˜†โ˜†โ˜† โ€”

Lance Mejia
0Total Reviews
โ€”Review Score
05 Star
04 Star
0 / 0 / 03 / 2 / 1
0%Review %
10Review Jobs
Verified Reviews
10
Avg Review Score
5.00
Awaiting Verify
1
UNPAID UNTIL CONFIRMED
Membership Champions โ€” Month to Date Leaderboard
October Revenue Goal
$546,177
Month to Date
$356,523
Pace
$461,383
Left to Goal
$189,654

Data as of 3:03 PM ยท updates every 15 min, 8am-8pm

Accurate Electric, Plumbing, Heating and AirBuild APB-2026-10-19-2200
Auto1/6
#1

Kelly

Office

Kelly
6
($150)
Monthly Sold
โ€”Conversion
โ€”Opportunities
0Annual ($10 each)
Membership Leader
#2

Jonathan

Jonathan
2($60)Monthly Sold
11%Conversion
28Opportunities
1Annual ($10 each)
#3

David Ocampo

David Ocampo
2($50)Monthly Sold
6%Conversion
31Opportunities
0Annual ($10 each)
#4

Lance Mejia

Lance Mejia
1($25)Monthly Sold
11%Conversion
9Opportunities
0Annual ($10 each)
#5

Marco Ayala

Marco Ayala
0($20)Monthly Sold
13%Conversion
15Opportunities
2Annual ($10 each)
#6

Shawn

S
0($20)Monthly Sold
11%Conversion
18Opportunities
2Annual ($10 each)
#7

Javier

Javier
0($20)Monthly Sold
10%Conversion
20Opportunities
2Annual ($10 each)
#8

Albert Aragon

Office

Albert Aragon
0($10)Monthly Sold
โ€”Conversion
โ€”Opportunities
1Annual ($10 each)
#9

Josh Estrello

Josh Estrello
0Monthly Sold
0%Conversion
11Opportunities
0Annual ($10 each)
Monthly MTD
11
PAID AT $25 EACH
Company Conversion
12.8%
19 OF 149 CUSTOMERS
Non-Member Customers
149