Josh Mellender — Growth Sales District Manager | Reports to Katie Patterson (RVP)
| Rep | Role | Quota | MTD ACV | % | Progress | Wins | Pacing |
|---|---|---|---|---|---|---|---|
| Chris Byrnes | AE | $62,000 | $17,625 | 28.4% | 13 | Behind | |
| Danny Martinez | AE (7-9 Months) | $55,440 | $2,736 | 4.9% | 2 | Behind | |
| Eleni Lembesis | AE (7-9 Months) | $55,440 | $7,673 | 13.8% | 4 | Behind | |
| Jasmine Rieger | AE | $62,000 | $25,796 | 41.6% | 20 | On Track | |
| Max Linder | AE (7-9 Months) | $55,440 | $21,792 | 39.3% | 8 | On Track | |
| Thomas Jensen | AE (1-3 Months) | $0.00 | $3,240 | 0.0% | 2 | Behind | |
| Tyler Stevens | Principal I | $95,000 | $52,126 | 54.9% | 22 | On Track | |
| TEAM | 7 AEs | $447,320 | $130,988 | 29.3% | 71 |
| Attainment to Quota | Goal | Actual | District % to Goal |
|---|---|---|---|
| Total ARR (Controlled) | $447,320 | $130,988 | 29.3% |
| % of AEs at ARR Quota | 100% | 0/6 | 0.0% |
| MBOs | Goal | Actual | Status |
|---|---|---|---|
| Payroll ARR as % of Total ARR | 36% / 40% | 19.8% | At Risk |
| NB Referral Demo:Win Conv | 80% / 83% | 83.0% | On Track |
| Key Metrics | Goal (Mo) | Actual | % to Goal | Pace |
|---|---|---|---|---|
| Total Opps Created | 387 | 117 | 30.2% | At Risk |
| Opps Created Per Rep | 55 | 16.7 | ||
| Avg ARR | $1,800 | $1,845 | 102.5% | |
| Opp:Win Conversion | 53.3% | |||
| Opp:Demo Conversion | 79.6% | |||
| NBR Referral Opps (total) | 11 | |||
| SS Opps (total) | 252 | 79 | 31.3% | At Risk |
| Total Wins | 222 | 71 | 32.0% | At Risk |
| Total Demos | 296 | 99 | 33.4% | At Risk |
| Total Calls | 3080 | 289 | 9.4% | Behind |
| People | Goal | Actual | Status |
|---|---|---|---|
| Headcount | 7 | 7/7 | On Track |
| OOT Attrition | 0 | 0 | On Track |
| AEs in PM | 0 | 1 | At Risk |
| Rep | Created | Goal | % to Goal | Pace |
|---|---|---|---|---|
| Chris Byrnes | 10 | 36 | 27.8% | Behind |
| Danny Martinez | 4 | 36 | 11.1% | Behind |
| Eleni Lembesis | 11 | 36 | 30.6% | At Risk |
| Jasmine Rieger | 17 | 36 | 47.2% | On Track |
| Max Linder | 6 | 36 | 16.7% | Behind |
| Thomas Jensen | 4 | 36 | 11.1% | Behind |
| Tyler Stevens | 27 | 36 | 75.0% | On Track |
| TEAM | 79 | 252 |
| Rep | Created | Closed Won | Demo:Win % |
|---|---|---|---|
| Chris Byrnes | 5 | 3 | 100.0% |
| Danny Martinez | 0 | 0 | 66.7% |
| Eleni Lembesis | 0 | 0 | 26.7% |
| Jasmine Rieger | 4 | 2 | 74.1% |
| Max Linder | 1 | 0 | 80.0% |
| Thomas Jensen | 0 | 0 | 50.0% |
| Tyler Stevens | 1 | 2 | 77.8% |
| TEAM | 11 | 7 | 71.7% |
MBO Target: Demo:Win 80% / 83% — Currently 71.7% At Risk
| Rep | EC Units | EC ARR | EC Goal | % to Goal | Pace |
|---|---|---|---|---|---|
| Chris Byrnes | 1 | $588.00 | $31,000 | 1.9% | Behind |
| Danny Martinez | 0 | $0.00 | $27,720 | 0.0% | Behind |
| Eleni Lembesis | 1 | $2,376 | $27,720 | 8.6% | Behind |
| Jasmine Rieger | 0 | $0.00 | $31,000 | 0.0% | Behind |
| Max Linder | 1 | $2,160 | $27,720 | 7.8% | Behind |
| Thomas Jensen | 1 | $1,620 | $10,333 | 15.7% | Behind |
| Tyler Stevens | 2 | $19,150 | $47,500 | 40.3% | On Track |
| TEAM | 6 | $25,894 | $202,993 | 12.8% |
MBO Target: EC ARR as % of Total ARR — 36% / 40% — Currently 19.8% At Risk
| Rep | Completion | Avg Grade | Failed | Overdue | Needs Grading |
|---|---|---|---|---|---|
| Chris Byrnes | 98% | 92% | 0 | 0 | 0 |
| Danny Martinez | 82% | 87% | 1 | 0 | 2 |
| Eleni Lembesis | 86% | 85% | 0 | 1 | 1 |
| Jasmine Rieger | 91% | 95% | 0 | 0 | 0 |
| Max Linder | 84% | 91% | 0 | 0 | 0 |
| Thomas Jensen | 75% | 86% | 0 | 0 | 0 |
| Tyler Stevens | 83% | 73% | 0 | 0 | 0 |
| TEAM | 87% | 86% |
On Track MBO threshold: 85% team completion. Currently at 87% — meeting target.
| Rep | Open Deals | Pipeline Value | Stale (>30d) | Health |
|---|---|---|---|---|
| Chris Byrnes | 13 | $10,286 | 6 | Needs attention |
| Danny Martinez | 26 | $38,289 | 6 | Monitor |
| Eleni Lembesis | 26 | $125,504 | 5 | Monitor |
| Jasmine Rieger | 27 | $61,688 | 8 | Needs attention |
| Max Linder | 6 | $33,972 | 1 | Monitor |
| Thomas Jensen | 11 | $24,298 | 0 | Healthy |
| Tyler Stevens | 41 | $57,582 | 7 | Monitor |
| TEAM | 150 | $351,619 | 33 |
| Rep | Calls | Avg/Day | Conversations | Conv Rate | Avg Duration |
|---|---|---|---|---|---|
| Chris Byrnes | 60 | 20.0 | 11 | 18.3% | 1m 31s |
| Danny Martinez | 68 | 22.7 | 13 | 19.1% | 1m 48s |
| Eleni Lembesis | 26 | 8.7 | 8 | 30.8% | 1m 1s |
| Jasmine Rieger | 72 | 24.0 | 12 | 16.7% | 0m 53s |
| Max Linder | 49 | 16.3 | 12 | 24.5% | 1m 8s |
| Thomas Jensen | 0 | 0.0 | 0 | % | N/A |
| Tyler Stevens | 14 | 4.7 | 14 | 100.0% | 1m 35s |
| Rep | Sent | Opened | Open Rate | Replied | Reply Rate |
|---|---|---|---|---|---|
| Chris Byrnes | 200 | 70 | 40.9% | 8 | 4.7% |
| Danny Martinez | 83 | 36 | 45.6% | 7 | 8.9% |
| Eleni Lembesis | 21 | 14 | 70.0% | 5 | 25.0% |
| Jasmine Rieger | 39 | 27 | 69.2% | 16 | 41.0% |
| Max Linder | 68 | 30 | 44.8% | 10 | 14.9% |
| Thomas Jensen | 2 | 2 | 100.0% | 0 | 0.0% |
| Tyler Stevens | 0 | 0 | % | 0 | % |
| Account | Type | ARR | Close Date | Rep |
|---|---|---|---|---|
| The Standard Restaurant and Lounge - Parent Account | Payroll | $2,376 | 4/9/2026 | Eleni Lembesis |
| Torikizoku | Existing Business (Upsell) | $805.80 | 4/9/2026 | Jasmine Rieger |
| Paradise Bowls - Marina Del Rey | Existing Business (Upsell) | $720.00 | 4/9/2026 | Jasmine Rieger |
| 90 West Lounge | Existing Business (Upsell) | $0.00 | 4/9/2026 | Jasmine Rieger |
| Babychan | Existing Business (Upsell) | $600.00 | 4/9/2026 | Tyler Stevens |
| Bastion | Existing Business (Upsell) | $600.00 | 4/9/2026 | Tyler Stevens |
| TPHTCS - Strategic new | Existing Business (Upsell) | $600.00 | 4/9/2026 | Tyler Stevens |
| London?s Sports Bar | Existing Business (Upsell) | $3,948 | 4/9/2026 | Tyler Stevens |
| Mama Jan's | Existing Business (Upsell) | $3,054 | 4/9/2026 | Tyler Stevens |
| K Bistro - Sarasota | Existing Business (Upsell) | $3,948 | 4/8/2026 | Chris Byrnes |
| 560 Mission Lobby | Existing Business (Upsell) | $1,776 | 4/8/2026 | Danny Martinez |
| The Standard Restaurant and Lounge | Existing Business (Upsell) | $2,669 | 4/8/2026 | Eleni Lembesis |
| Truxton's - Westchester | Existing Business (Upsell) | $2,400 | 4/8/2026 | Jasmine Rieger |
| La Nortena Tamales Factory - Pecos 1 | Existing Business (Upsell) | $1,788 | 4/8/2026 | Max Linder |
| La Nortena Tamale Factory - Odessa | Existing Business (Upsell) | $1,788 | 4/8/2026 | Max Linder |
| La Nortena Tamales Factory - Pecos 2 | Existing Business (Upsell) | $1,788 | 4/8/2026 | Max Linder |
| Prospect at Scribner's Lodge | Existing Business (Upsell) | $600.00 | 4/8/2026 | Max Linder |
| Once Upon A Time In France | Existing Business (Upsell) | $3,048 | 4/8/2026 | Tyler Stevens |
| Curry Boys | Existing Business (Upsell) | $1,065 | 4/8/2026 | Tyler Stevens |
| Tantisimo Sylvan Park | Existing Business (Upsell) | $2,100 | 4/8/2026 | Tyler Stevens |
▼ = Expected pace (Working Day 8/22)