Coach your team. With real numbers.

See how every rep is quoting, winning and protecting margin. Find what your top reps do well and help the rest of the team do the same.

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Team performance, SLC branchSample data

Win rate

33%

Coaching ideas

Below floor

Avg margin

33.4%

Learn from your best. Help everyone get there.

Win rate, margin, speed to quote and upsells for every rep, next to the team average. Querent points out what is working and where a rep could use support.

Quote win rate, last 90 daysWhite line: team average 33%. Sample data

Elena R.

42%Exceeding

Brandi K.

36%On track

Jordan P.

31%On track

Marcus T.

19%Room to grow

Coaching ideas this month

What Elena R. does wellUpsells

Adds a suggested item on most quotes. A habit worth sharing with the team

Coaching opportunity for Marcus T.Speed

Quotes wait 2 days before sending. Faster replies win more often across the team

Gloves margin slipping27.9%

Safety and PPE across all reps, under the 30% floor

Floors you set. Exceptions you approve.

Set a minimum margin for each category. When a rep needs to go under it, the request comes to the right person with the context attached.

Category	Floor	Can approve below
Fasteners	28%	Branch manager
Abrasives	30%	Branch manager
Safety and PPE	30%	Branch manager
Rigging and tie-downs	32%	Sales director
Welding supplies	26%	Sales director

Approval request

Q-24817, nitrile gloves at 26.6%

Brandi asked to hold the price to keep the order. Ridgeline buys about 4 cases a month.

ApproveSend back

Every rep, side by side.

Open quotes, overdue work and margin for each rep, updated as quotes move.

Rep	Open	Overdue	Avg margin	Open value
Brandi K.	9	1	33.8%	$18,420
Marcus T.	7	2	31.2%	$12,960
Elena R.	5	0	35.1%	$9,875
Jordan P.	3	0	32.7%	$4,310

Sample data

Analytics that run themselves. Nothing to export.

Quotes boardEvery open quote by stage, from draft to accepted, with the rep who owns it.

Overdue and agingQuotes waiting too long on a rep or a customer move to the top, by the rules you set.

Margin by categoryTrack margin for each category, branch and customer, and see where it is slipping before the month closes.

Speed to quoteHow long each rep takes from request to sent quote, and how that changes win rate.

Win and lossSee which quotes turned into orders, which expired, and the margin on each.

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