CC Performance Dashboard

Group by team Compact grid

What you are looking at

One row per CC. The grey row above each group is the team (with the team leader's name), and the last row is the total. Numbers are month to date, from the 1st to the latest data day.

Click a column header to sort (again to reverse, a third time to reset). Teams are sorted by their total.
Click a team row to collapse or open it.
Use Columns to hide or add columns, and the search box or team filter to find someone.

What the colors mean

Colors appear on rate and achievement columns only (for example Show-up %, Leads → Paid, Basic ach.).

Green	Yellow	Red	Grey
44%	31%	22%	38%

Green: at or above the reference.
Yellow: below it, but within 20%.
Red: more than 20% below it.
Grey number, no color: too few cases to judge (see below).

The example uses a reference of 36%.

What the reference is

Rates (App. %, Show-up %, Show-up → Paid, Leads → Paid, SOP completion): The average for that column: all of the region's numerator divided by all of its denominator (for example all show-ups ÷ all booked).
Achievement (Basic ach., Referral ach., 3+3 achievement): The share of the month that has passed. After of days that is , so a CC at or more is on pace.

When there is no color

Small samples. Under 20 leads or booked, or under 10 show-ups (5 tasks for SOP), a rate swings too much to judge, so the number stays grey. Referral needs half of that.
Counts (Leads, Booked, Show-up, Paid, Cash, Unit price) have no fair benchmark and are not fully in a CC's control, so they are plain numbers. Cash is judged through its achievement column.
Team and total rows are summaries and carry no color.

The Channels tab

Pick a metric and compare it across NonFunnel, Funnel and Referral, using the daily pages' numbers.

The blue row at the top is the healthy reference: the average for that view.
Each cell is colored against its own view's reference, never against another view.
The NonFunnel tab is the main performance view. Each view has its own rules (see the metric guide), so they do not add up to each other.

Terms

Booked (App.): Leads that got an appointment. App. % = Booked ÷ Leads.
Show-up %: Show-ups ÷ Booked.
Show-up → Paid / Leads → Paid: Paid orders ÷ Show-ups, and paid orders ÷ Leads.
Unit price: Cash ÷ paid orders.
Youth: The same columns as NonFunnel, for youth (青少) leads only. The target is the CC's full Basic target, so its achievement is shown without a color.
Basic ach.: Cash ÷ the CC's Basic target for the month.
NonFunnel / Funnel / Referral: The three views on the daily pages: the main performance view, the funnel view and the referral view. Each follows its own rules in the metric guide.

, . Generated .
Prepared by: Mustafa Mahmoud - ME Adult Sales OPS

Click a column header to sort (again to reverse, third time to reset). Teams and CCs are sorted high to low by default. Click a team row to collapse it. Colors: green = at or above the reference, yellow = within 20% below, red = more than 20% below. Rates use the average; achievement uses the of the month elapsed. No color on small bases or on team and total rows. See the Guide tab.
Prepared by: Mustafa Mahmoud - ME Adult Sales OPS