CM Heating — Executive Summary

$7.1M

Open Pipeline

407 open opportunities

41%

Team Conv Rate

YTD — above industry avg

189

Follow-Up Attempts

Uneven across team

$1.17M

Largest Pipeline

Joseph — 61 open leads

324

Critical Leads

21+ days old — act now

Team Performance — YTD

HCA	Conv Rate	Open Leads	Attempts	Pipeline	Points	Status
Kyle	44%	47	17	$839K	4,870	On Track
Davis	45%	38	3	$631K	4,530	Needs Attn
Joseph	42%	61	2	$1.17M	4,420	Needs Attn
Joe	45%	49	1	$810K	4,210	Needs Attn
Jay	40%	55	18	$840K	4,180	Watch
Chester	38%	55	62	$1.03M	4,020	Watch
Amber	40%	33	35	$645K	3,750	On Track
Samir	38%	49	23	$775K	3,330	Watch
Trevor	40%	20	28	$398K	2,580	On Track

Pipeline Value by HCA

Joseph

$1.17M

Chester

$1.03M

Jay

$840K

Kyle

$839K

Joe

$810K

Samir

$775K

Amber

$645K

Davis

$631K

Trevor

$398K

Highlights & Risks

👑
Top Points
Kyle leads at 4,870 pts — solid conv rate with steady follow-up activity.
🎯
Best Conv Rate
Davis and Joe both at 45% — highest closers on the team YTD.
💼
Biggest Pipeline
Joseph sits on $1.17M with 61 open leads — only 2 attempts logged. Urgent coaching needed.
⚠️
Critical Gap
Davis (3), Joe (1), Joseph (2) — combined $2.6M pipeline with almost zero follow-up attempts.
🔥
At Risk
324 of 407 open leads are 21+ days old. Team needs close-or-cut decisions this week.