Funnel benchmarks
Required funnel per rep by tier.
Benchmarks are now aligned to the funnel PDFs: Veteran Reps (Elite + Jesse) and New Reps (under 6 months).
Live sync every 1 minute.
Live sync: waiting for first HubSpot pull.
Deals Generated Leaderboard
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The big surprise — calls aren't the gap.
Newer reps (Blair, Cameron, Jason) are making more calls per month than your top 5. Blair logged 810 calls/month vs Seb's 282. The differentiator is deal quality, not call volume.
Deal value is everything.
Top performers average $4,500–$5,600 per deal. Newer reps are closing at $1,500–$2,100. To hit $250K at $2K AOV you'd need 125 deals/month — that's physically impossible. Raising AOV is the fastest path.
Volume + pipeline is the compound effect.
Top performers need ~$750K pipeline at any time (3× target). With 35–55 deals closing per month, that means consistently adding 50–70 new qualified leads into the pipeline every month.
Individual performance
Rep-by-rep breakdown.
Based on 26 months of NetSuite revenue data cross-referenced with HubSpot activity since Jan 2024. $250K/month = quota. Dots = months above $250K.
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SMS tracking methodology
SMS values are pulled from HubSpot Communications (channel type = SMS), grouped by rep owner, then converted to monthly average over the 8-month window (Jul 2025–Feb 2026). To refresh the numbers later, rerun the pull script and it will update
SMS_TOTALS_BY_REP automatically for both the rep cards and comparison table.
SM
Seb McCole
Pro
Avg Monthly Rev$195K
Avg Order Value$5,628
Calls / Month282
Emails / Month398
SMS / Month0/month
Meetings / Month0.5
Closed Lost / Month18.8
Deals / Month34.7
To $250K78% of target avg
Gap to $250K
Increase deals/month from 34 → 45. Focus on lead pipeline volume — the AOV and conversion are already elite.
DD
Daniel Donskoi
Pro
Avg Monthly Rev$189K
Avg Order Value$4,517
Calls / Month246
Emails / Month240
SMS / Month<1/month
Meetings / Month1.2
Closed Lost / Month63.6
Deals / Month41.9
To $250K76% of target avg
Gap to $250K
Increase calls from 246 → 325/month AND raise AOV from $4,517 → $5,500+ by targeting higher-value gym clients. Either lever alone gets close.
NM
Nathan McConnell
Pro
Avg Monthly Rev$183K
Avg Order Value$3,683
Calls / Month145
Emails / Month402
SMS / Month0/month
Meetings / Month0.7
Closed Lost / Month32.7
Deals / Month49.7
To $250K73% of target avg
Gap to $250K
Highest deal volume (49.7/mo) but lowest AOV ($3,683). Raising AOV to $5,000 alone would push avg to $248K. This is a pricing/client mix fix, not an activity fix.
PJ
Peter Jordan
Pro
Avg Monthly Rev$171K
Avg Order Value$4,966
Calls / Month173
Emails / Month418
SMS / Month2/month
Meetings / Month4.0
Closed Lost / Month34.6
Deals / Month34.4
To $250K68% of target avg
Gap to $250K
Good AOV ($4,966) but deal volume needs to go from 34 → 51/month. Email activity is strong (418/mo) — needs more calls to drive more at-bat conversions.
TH
Tim Heasman
Pro
Avg Monthly Rev$158K
Avg Order Value$5,301
Calls / Month275
Emails / Month1,015
SMS / Month<1/month
Meetings / Month0.3
Closed Lost / Month6.3
Deals / Month29.9
To $250K63% of target avg
Gap to $250K
Exceptional AOV ($5,301) — highest email activity (1,015/mo suggests strong automation use). Biggest gap is deal volume: 30 → 48/month. More pipeline, not harder work on existing leads.
JT
Jesse Thompson
Pro
Avg Monthly Rev$112K
Avg Order Value$4,198
Calls / Month320
Emails / Month1,296
SMS / Month0/month
Meetings / Month0
Closed Lost / Month13.8
Deals / Month26.6
To $250K45% of target avg
Gap to $250K
Activity is there (320 calls, 1,296 emails/mo). Has hit $360K — so the ceiling is proven. Focus: deal volume consistency. Needs 27 → 60 deals/mo. Pipeline fill rate is the constraint.
BS
Blair Sheppard
Growing
Avg Monthly Rev$38K
Avg Order Value$2,085
Calls / Month810
Emails / Month~1,000
SMS / Month0/month
Meetings / Month0
Closed Lost / Month6.0
Deals / Month18.4
To $250K15% of target avg
Priority focus
Too many calls, wrong targets. 810 calls/mo with $2K AOV = chasing small fish. Stop at 300 calls, target B2B gyms with multi-equipment orders ($5K+).
CW
Cameron Waite
Growing
Avg Monthly Rev$26K
Avg Order Value$1,469
Calls / Month522
Emails / Month~1,000
SMS / Month0/month
Meetings / Month0.4
Closed Lost / Month2.4
Deals / Month17.8
To $250K10% of target avg
Priority focus
Lowest AOV on the team ($1,469). Quality over quantity — stop selling single items, push packages. Target commercial gym fit-outs. HubSpot win rate data is the key benchmark here.
JC
Jason Conn
5 months
Avg Monthly Rev$13K
Avg Order Value$2,084
Calls / Month363
Emails / Month~2,667
SMS / Month0/month
Meetings / Month0
Closed Lost / Month1.3
Deals / Month6.3
To $250K5% of target avg
Priority focus
Very early stage. Very high email activity (2,667/mo) but only 6.3 deals closing. Focus on conversion from quote to close — not more outreach.
CD
Chris Dennis
3 months
Avg Monthly Rev$2.4K
Avg Order Value$802
Calls / Month433
Emails / Month~5,000
SMS / Month0/month
Meetings / Month3.0
Closed Lost / Month0
Deals / Month3.0
To $250K1% — too early
Priority focus
1 month in — benchmark only. Extremely high email activity suggests automated outreach setup. Focus: first 3 qualifying conversations with real B2B gym prospects.
Unavailable
Quoted
Deals ≥ $5,000 created by the rep in Pre-Quote, Quote Provided, or Finalising Quote stages.
Won or Lost
Funds Received or Closed Lost deals ≥ $5,000 with close date in the selected period.
Sales Cycle
Average days from created to close date for deals ≥ $5,000 only.
Rates: Won % = Funds Received / Quoted, Lost % = Closed Lost / Quoted. Deals under $5,000 are excluded.
Quoted Conversion Rates by Rep
Quoted deals ≥ $5K converted to Funds Received vs Closed Lost for the selected period.
Quoted
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Funds Received
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Closed Lost
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Avg Sales Cycle
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| Rep | Quoted | Funds Received | Closed Lost | Won % | Lost % | Avg Sales Cycle |
|---|---|---|---|---|---|---|
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Forecast
Consolidated forecast from deals-created value, conversion rates, activity pace, and YoY growth.
Team projected orders
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Team quota
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Projected gap
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Forecast confidence
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Method: Orders projection = deals-created value × conversion rate, paced to period end and adjusted by activity pace, YoY growth, rep headcount growth, and campaign uplift.
| Rep | Funds Received | Weighted Pipeline | Orders Quota | Won % | Avg Cycle | Projected | Trend |
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FY Orders to Date
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Projected Remaining
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FY Projected Total
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FY Remaining Quota
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| Rep | FY to Date | Deals Created /mo | Monthly Close Rate | Conversion % | Avg Cycle | Projected Remaining | FY Projected | vs Quota |
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