CoreTech — Sales Manager OS

Daily Activity Progress 0%

🔬 Pipeline Health Review DAILY

No customers not contacted in 90+ days

No buying customers not ordered in 60+ days and not contacted in 30+ days

All reps over 500 opportunities

No late activities

Accountability Concerns / General Notes

⚠️ Rotting & Stalled Opportunities DAILY

Reviewed all rotting/stalled opportunities in CRM

Confirmed rotting opps WITH activity set are extended (not closed)

Addressed all rotting opps WITHOUT activity — assigned action or closed

Rotting Opp Notes / Action Items

🎯 Expected Closing Accounts DAILY

All expected closing accounts have an activity set with a good game plan

Notes

🎙️ Stand-Up / Role-Play / Training DAILY

Stand-up / training completed

Role-play completed

Notes

👤 1:1 Rep Ride-Along / Field Time DAILY — 1 HR

Completed 1-hour session with a rep today (field, call review, or coaching)

1:1 Notes — Who Did You Work With & What Did You Do?

📞 Manager Calls DAILY — 10+ CALLS

Made 10+ outbound calls today

Calls made today:

Weekly Week Review

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📋 Weekly Checklist

Completed a call coaching session this week

Weekly Wins Concerns / Coaching Focus

📞 Weekly Call Tracking by Rep 50 CALLS / OFFICE DAY

Rep Name	Office Days (Week)	Weekly Target	Calls This Week	Gap	Status

Monthly Monthly Review & Scorecard

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Activity Score

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Days Submitted

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Avg Daily Completion

📅 Monthly Day Log

📞 Monthly Call Summary 50 CALLS / OFFICE DAY

Rep / Manager	Total Office Days (Month)	Monthly Target	Total Calls Logged	Gap	Status

✅ Monthly Items

All monthly rep reports signed

Performance warnings given for reps who did not hit activity metrics in the previous month

All reps tracking behind have a game plan

Notes

📝 Monthly Summary Notes

Monthly Wins Rep Performance Summary

Concerns / Issues Priorities for Next Month

Sales Sales Pace Tracker Optional — track team and rep-level revenue pace

📈 Team Monthly Goals

METRIC

BASELINE GOAL

MTD ACTUAL

PACE

Team Revenue

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Units / Orders

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New Accounts

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👥 Rep-Level Sales This Month

Rep	Monthly Goal ($)	MTD Actual ($)	Pace ($)	% to Goal	Notes

Business Days This Month:

Business Days Elapsed: