Real-TimeCall ListsPipelineRepsScorecardHistory
FIRECODE
Historical Performance
YTD - Month-over-Month - Year-over-Year
YTD Work Orders
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YTD Calls
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YTD Emails Closed
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Avg WOs / Month
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WOs / Rep / Month
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YTD Volume Delta
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Team Size
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Monthly Work Order Trend
2024 2025 2026 Current UP/DOWN = YoY % vs same month prior year
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Productivity Trend - WOs per Rep per Month
Normalizes for team growth - same months as above
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Call Volume Trend
Inbound Outbound Source: 2025 MTD tracker (Jan 2025 onward)
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Email Activity
Assigned Completed Helpwise email assignment vs completion per month
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Conversion: WOs per Call
How many calls produce a WO
- latest
Email Completion Rate
Completed / Assigned
- latest
In-Call Hours per Active Rep
Avg hours on the phone per rep, per month
- latest
Month-over-Month - Last 6 Months - Team + Per Rep
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Rep
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Year-over-Year - 2026 vs 2025
Volume and productivity (WOs/rep) compared to same month prior year
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Customer Flow - Gained vs Lost
New customers Services inactivated Locations inactivated Loading...
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Productivity Heatmap - WOs per Rep per Month
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Coaching Log - weekly 1:1s & call reviews, with notes
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WhenRepTypeResultNotes / agreed action
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Every 1:1 marked done and every saved call review lands here permanently — the paper trail for reviews and follow-ups. QA result is the 4-line rubric total out of 12 (greeting · needs discovery · WO offer · wrap-up); QA is coaching-only and never affects scores.
Rep Scorecard History - monthly average of daily scores (0–100)
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Rep
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Scores: 80+ great · 60–79 solid · <60 let's talk. Each cell averages that rep's daily scorecard snapshots for the month. Trend = last 60 days. History accumulates automatically from the Scorecard page (one snapshot per day).