Individual sales plan
Single-rep funnel breakdown: plan, actual, forecast, and metric weights. Weights recalculated: original 10 / 5 / 5 / 80 × 1.5 → normalized to 100%.
Funnel metrics
Metric
Plan
Actual
Attainment
Forecast
Weight
Productive calls
50
0
0.0%
0.0%
10%
First-time contracts
1
1
100%
100%
5%
Deals with new accounts
1
1
100%
100%
5%
Deals with repeat accounts
30
28
93.3%
93.3%
80%
Funnel total
weighted 10 + 5 + 5 + 80
weighted 10 + 5 + 5 + 80
Current
84.7%
84.7%
Forecast
84.7%
84.7%
Actuals detail
Key: 2026-8~244
| Date | Time | Caller | Dialed number | Duration, sec | Qty |
|---|---|---|---|---|---|
| 08/28/2026 | 5:04 PM | x244 | x210 | 178 | 1 |
| 08/28/2026 | 4:22 PM | x244 | x217 | 94 | 1 |
| 08/28/2026 | 1:41 PM | x244 | +1 (214) 555-0182 | 449 | 1 |
| 08/28/2026 | 11:08 AM | x244 | x285 | 132 | 1 |
| 08/28/2026 | 9:55 AM | x244 | +1 (312) 555-0147 | 67 | 1 |
| 08/27/2026 | 5:15 PM | x244 | x217 | 128 | 1 |
| 08/27/2026 | 2:02 PM | x244 | +1 (404) 555-0193 | 241 | 1 |
| 08/27/2026 | 10:37 AM | x244 | x203 | 38 | 1 |
| Total | 131 | ||||
| Date | Time | Caller | Dialed number | Duration, sec | Qty |
|---|---|---|---|---|---|
| 08/28/2026 | 5:04 PM | x244 | x210 | 178 | 1 |
| 08/28/2026 | 4:22 PM | x244 | x217 | 94 | 1 |
| 08/28/2026 | 1:41 PM | x244 | +1 (214) 555-0182 | 449 | 1 |
| 08/28/2026 | 11:08 AM | x244 | x285 | 132 | 1 |
| 08/27/2026 | 5:15 PM | x244 | x217 | 128 | 1 |
| 08/27/2026 | 2:02 PM | x244 | +1 (404) 555-0193 | 241 | 1 |
| Total | 87 | ||||
| Date | Logged at | Account | Company | Qty | Notes |
|---|---|---|---|---|---|
| 08/31/2026 | 08/31/2026 11:25 AM | NorthStar Freight LLC | ALFAKIT Demo | 1 | They only tender on load boards. Contact is Dana — OOO until Wednesday, scheduled callback. |
| 08/31/2026 | 08/31/2026 10:41 AM | Harbor Line Inc | ALFAKIT Demo | 1 | No active lanes right now. Asked for a follow-up in September when peak season opens. |
| 08/30/2026 | 08/30/2026 4:18 PM | Midwest Express LLC | ALFAKIT Demo | 1 | Shipping LTL from Poland today — not a fit. Left info on China LTL option for Q4. |
| 08/29/2026 | 08/29/2026 2:55 PM | Gateway Cargo Inc | ALFAKIT Demo | 1 | Elena imports from EU and China. Will send July–August RFQ for rate quote. |
| 08/28/2026 | 08/28/2026 9:12 AM | Reed Customs Brokerage | ALFAKIT Demo | 1 | Needs customs clearance consult. Routed to ops — awaiting paperwork. |
| Total | 42 | ||||
| Customer | RFQ # | Quote response date | Outcome | Qty | Owner | Last modified |
|---|---|---|---|---|---|---|
| Tucker Trade Co. | 11847 | 08/27/2026 | Rate not competitive | 1 | Hart, A. | 08/27/2026 11:26 AM |
| Oakwood Logistics | 10423 | 08/06/2026 | Declined to provide feedback | 1 | Hart, A. | 08/06/2026 9:16 AM |
| Chen Freight Solutions | 11682 | 08/10/2026 | Rate accepted — future opportunity | 1 | Hart, A. | 08/10/2026 12:42 PM |
| Chen Freight Solutions | 11675 | 08/13/2026 | Rate not competitive | 1 | Hart, A. | 08/13/2026 5:44 PM |
| Chen Freight Solutions | 11801 | 08/25/2026 | Rate not competitive — partial lane coverage | 1 | Hart, A. | 08/25/2026 10:15 AM |
| Parkhurst Shipping LLC | 11790 | 08/22/2026 | Rate accepted — awaiting booking confirmation | 1 | Hart, A. | 08/22/2026 3:33 PM |
| Total | 12 | |||||
| Account | Contract date | Contract # | Qty | Seller | |
|---|---|---|---|---|---|
| Pacific Steel Service | 08/10/2026 | HRT2841 | 1 | Hart, A. | |
| Delta Container Corp | 08/19/2026 | RDE1923 | 1 | Hart, A. | |
| Total | 2 | ||||
| Order # | Order date | Qty | Seller | |
|---|---|---|---|---|
| Delta Container Corp | ||||
| 08315-m | 08/19/2026 | 1 | Hart, A. | |
| Total | 1 | |||
| Order # | Order date | Qty | Seller | |
|---|---|---|---|---|
| Pine Creek Freight | ||||
| 05201-m | 07/13/2026 | 1 | Hart, A. | |
| Oakwood Trade Group | ||||
| 02101-r | 07/14/2026 | 1 | Hart, A. | |
| 02102-r | 07/14/2026 | 1 | Hart, A. | |
| 02103-r | 07/14/2026 | 1 | Hart, A. | |
| 02104-r | 07/14/2026 | 1 | Hart, A. | |
| 02105-r | 07/14/2026 | 1 | Hart, A. | |
| 02106-r | 07/14/2026 | 1 | Hart, A. | |
| 05302-m | 07/31/2026 | 1 | Hart, A. | |
| 09488-k | 07/06/2026 | 1 | Hart, A. | |
| Total | 9 | |||
| Account | Rating changed | Qty |
|---|---|---|
| Caustic Industrial LLC | 06/16/2026 | 1 |
| EuroFix Logistics | 06/22/2026 | 1 |
| IdeaShop Export | 06/18/2026 | 1 |
| Precision Tooling Co. | 06/17/2026 | 1 |
| Vance Chemical Corp | 06/16/2026 | 1 |
| Compel Trade Inc | 06/10/2026 | 1 |
| ChemSupply Materials | 06/11/2026 | 1 |
| Total | 7 | |
Funnel total: 0×10% + 100×5% + 100×5% + 93.3×80% = 84.7%. All accounts, order numbers, and call notes are fictional demo data.