Josh Mellender — Growth Sales District Manager | Reports to Katie Patterson (RVP)
| Attainment to Quota | Goal | Actual | District % to Goal |
|---|---|---|---|
| Total ARR (Controlled) | $447,320 | $102,333 | 22.9% |
| % of AEs at ARR Quota | 100% | 0/6 | 0.0% |
| MBOs | Goal | Actual | Status |
|---|---|---|---|
| Payroll ARR as % of Total ARR | 36% / 40% | 11.3% | At Risk |
| NB Referral Demo:Win Conv | 80% / 83% | 76.6% | At Risk |
| Key Metrics | Goal (Mo) | Actual | % to Goal | Pace |
|---|---|---|---|---|
| Total Opps Created | 387 | 107 | 27.6% | On Track |
| Opps Created Per Rep | 55 | 15.3 | ||
| Avg ARR | $1,800 | $1,734 | 96.4% | |
| Opp:Win Conversion | 52.0% | |||
| Opp:Demo Conversion | 81.5% | |||
| NBR Referral Opps (total) | 10 | |||
| SS Opps (total) | 252 | 72 | 28.6% | On Track |
| Total Wins | 222 | 59 | 26.6% | At Risk |
| Total Demos | 296 | 93 | 31.4% | On Track |
| 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 | Role | Quota | MTD ACV | % | Progress | Wins | Pacing |
|---|---|---|---|---|---|---|---|
| Chris Byrnes | AE | $62,000 | $17,625 | 28.4% | 13 | On Track | |
| Danny Martinez | AE (7-9 Months) | $55,440 | $2,736 | 4.9% | 2 | Behind | |
| Eleni Lembesis | AE (7-9 Months) | $55,440 | $5,297 | 9.6% | 3 | Behind | |
| Jasmine Rieger | AE | $62,000 | $21,339 | 34.4% | 16 | 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 | $30,304 | 31.9% | 15 | On Track | |
| TEAM | 7 AEs | $447,320 | $102,333 | 22.9% | 59 |
| Rep | Created | Goal | % to Goal | Pace |
|---|---|---|---|---|
| Chris Byrnes | 10 | 36 | 27.8% | On Track |
| Danny Martinez | 4 | 36 | 11.1% | Behind |
| Eleni Lembesis | 11 | 36 | 30.6% | On Track |
| Jasmine Rieger | 14 | 36 | 38.9% | On Track |
| Max Linder | 6 | 36 | 16.7% | Behind |
| Thomas Jensen | 4 | 36 | 11.1% | Behind |
| Tyler Stevens | 23 | 36 | 63.9% | On Track |
| TEAM | 72 | 252 |
| Rep | Created | Closed Won | Demo:Win % |
|---|---|---|---|
| Chris Byrnes | 5 | 3 | 100.0% |
| Danny Martinez | 0 | 0 | 66.7% |
| Eleni Lembesis | 0 | 0 | 20.0% |
| Jasmine Rieger | 3 | 1 | 64.0% |
| Max Linder | 1 | 0 | 80.0% |
| Thomas Jensen | 0 | 0 | 66.7% |
| Tyler Stevens | 1 | 1 | 62.5% |
| TEAM | 10 | 5 | 63.4% |
MBO Target: Demo:Win 80% / 83% — Currently 63.4% 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 | 0 | $0.00 | $27,720 | 0.0% | 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 | $7,150 | $47,500 | 15.1% | Behind |
| TEAM | 5 | $11,518 | $202,993 | 5.7% |
MBO Target: EC ARR as % of Total ARR — 36% / 40% — Currently 11.3% 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 | 5 | Needs attention |
| Danny Martinez | 25 | $36,714 | 4 | Monitor |
| Eleni Lembesis | 26 | $125,504 | 5 | Monitor |
| Jasmine Rieger | 27 | $63,854 | 8 | Needs attention |
| Max Linder | 12 | $56,244 | 4 | Needs attention |
| Thomas Jensen | 11 | $24,298 | 0 | Healthy |
| Tyler Stevens | 43 | $74,550 | 9 | Monitor |
| TEAM | 157 | $391,449 | 35 |
| 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 | 57 | 25 | 44.6% | 5 | 8.9% |
| Danny Martinez | 75 | 30 | 42.3% | 5 | 7.0% |
| Eleni Lembesis | 16 | 9 | 60.0% | 5 | 33.3% |
| Jasmine Rieger | 30 | 22 | 73.3% | 11 | 36.7% |
| Max Linder | 41 | 22 | 53.7% | 7 | 17.1% |
| Thomas Jensen | 2 | 2 | 100.0% | 0 | 0.0% |
| Tyler Stevens | 0 | 0 | % | 0 | % |
| Account | Type | ARR | Close Date | Rep |
|---|---|---|---|---|
| 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 |
| Flanagan's Irish Pub | Existing Business (Upsell) | $240.00 | 4/7/2026 | Chris Byrnes |
| T'asia Sushi and Thai - Parent Account | Payroll | $588.00 | 4/7/2026 | Chris Byrnes |
| Zaika - Capitol Hill | Existing Business (Upsell) | $960.00 | 4/7/2026 | Danny Martinez |
| The Olympia | Existing Business (Upsell) | $2,148 | 4/7/2026 | Eleni Lembesis |
| The Craftsman - Redondo 2025 | Existing Business (Upsell) | $714.00 | 4/7/2026 | Jasmine Rieger |
| Great White - Venice | Existing Business (Upsell) | $0.00 | 4/7/2026 | Jasmine Rieger |
| Avatar Coffee | Existing Business (Upsell) | $3,348 | 4/7/2026 | Max Linder |
| Tutti da Gio - Hendersonville | Existing Business (Upsell) | $600.00 | 4/7/2026 | Tyler Stevens |
| Epice - Birmingham | Existing Business (Upsell) | $600.00 | 4/7/2026 | Tyler Stevens |
▼ = Expected pace (Working Day 6/22)