Real-TimeCall ListsPipelineRepsScorecardHistory
FIRECODE
Rep Scorecard
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How it works: 5 KPIs, 100 points. Each KPI scores full, half, or zero points. On target — full points Close — half points Needs work — 0 80+ great · 60–79 solid · <60 let's talk
🛠️ Coordinator weekly inputs (Kaydee — enter each Friday · applies to Ben & Lindsey's cards · week of )
Checking storage… Until entered, those KPIs show "not entered" and the coordinators' scores are computed from the rest.
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Scores are month-to-date, normalized per workday, and adjust for PTO. Service Team: WOs vs Goal uses the same per-person goal as the Real-Time board; Touches = calls (in + out) + emails completed; Conversion = WOs ÷ all calls. Coordinators (Sprinkler & Alarm) are scored on their own six KPIs — pair WOs are scored together, and call-center metrics (touches, conversion) don't apply to them. A rep can have an off week on the phones and still score well on emails and follow-through — that's by design.