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Ranked by follow-up Attempts vs goal, with the booked $ they drove and the opportunity still on the table. Click a ROD to open their office worklist. % to Goal: ≥100 · 50–99 · <50. Status = goal attainment (On track ≥90% · Watch 60–89% · Behind <60%); the Δ column shows direction vs the compare window.
Log a coaching conversation with an OM about an office's follow-up performance. Each shows the before/after effect — the office's attempts the month before vs the month after the conversation. RODs see their own; admins see all.
Follow-Up ROD Scorecard — sandbox