Agency Performance Dashboard
Last updated:
💰 Voluntary Sales Production
Q1 2026YTD Premium
$94,804
Through Week 7
Q1 Goal
$360,000
$265,196 remaining
Progress to Goal
26.3%
Behind Pace
-$99,042
vs expected at Week 7
Weekly Avg Needed to Hit Q1
$44,199/week
6 weeks remaining in Q1
📊 Spectrum Pipeline
Health CasesOpen Pipeline
16
Active opportunities
Won This Period
0
Feb - Dec 2026
Retention Rate
51%
Renewal Pipeline YTD
Pipeline by Sales Rep
🥇 Tom Dorywalski
7 cases
🥈 William Hall
6 cases
🥉 Arica Castillo
2 cases
Timothy Rose
1 case
🎧 Customer Satisfaction
ZendeskCurrent Ticket Status
🔴 Open
38
🟡 Pending
4
🟣 On Hold
49
91
Total Open Tickets
Resolution Performance
New
63
Solved
68
Completion Rate
108%
New
189
Solved
192
Completion Rate
102%
New
619
Solved
267
Completion Rate
43%
Support Team Performance (This Week)
🥇 Tawnee Zuniga
55 solved (81%)
🥈 Sara Hall
13 solved (19%)
🎯 Individual Production Goals
Q1 2026 • Week 772.6%
Arica Castillo
Sales Representative
$29,029
Q1 Goal
$40,000
-$839 vs pace
$1,829/wk to hit
63.6%
Todd Tillman
Sales Representative
$25,457
Q1 Goal
$40,000
-$3,918 vs pace
$2,424/wk to hit
46.3%
Timothy Rose
Sales Representative
$18,531
Q1 Goal
$40,000
-$11,002 vs pace
$3,578/wk to hit
26.6%
William Hall
Sales Representative
$21,268
Q1 Goal
$80,000
-$24,925 vs pace
$9,789/wk to hit
🏆 Q1 Leaderboard (by % to Goal)
🥇
Arica Castillo
$29,029 of $40,000 • Only $839 behind pace
72.6%
🥈
Todd Tillman
$25,457 of $40,000 • $3,918 behind pace
63.6%
🥉
Timothy Rose
$18,531 of $40,000 • $11,002 behind pace
46.3%
4
William Hall
$21,268 of $80,000 • $24,925 behind pace
26.6%
These 4 Reps Combined
Combined YTD
$94,284
Combined Goals
$200,000
Progress
47.1%
Weeks Remaining
6