Plumbing & HVAC SEO

SDR Performance Dashboard

Sunday, March 22, 2026 · Danny Kahn

Today

Daily activity targets

0%

0

Dials

Target: 40

0%

0

Meaningful Conversations

Target: 5

0%

0

Sets

Target: 1

0%

0.0%

Convo to Set Rate

Target: 20%+

This Week

Weekly activity targets

Dials
Target: 200224
Meaningful Conversations
Target: 2529
Sets
Target: 3–411
Convo to Set Rate
Target: 15%+37.9%

This Month

Monthly performance & revenue

Sets
Target: 1523
Sets Closed
Target: 3+5
Month Pace (Sets)
Projected vs 1523

23

Sets on Calendar

12

Live Calls

23 / 15

Month Pace

$19,691

FE Cash Revenue

$16,285

FE Cash Collected

Funnel Breakdown

Month-to-date conversion rates vs. benchmarks

Dials → Conversations
Benchmark: 10–15%11.7%
Conversations → Sets
Benchmark: 15–25%28.7%
Sets → Show Rate
Benchmark: 60–80%52.2%
Show → Close
Benchmark: 20–40%41.7%
Offer → Close
Benchmark: 40–60%100.0%
Benchmark range
Actual rate
Benchmark boundary

Coaching Focus

Current priorities & next actions

Primary Constraint

e.g. Low conversation rate

Today's Focus

e.g. Improve opener

Next Coaching Action

e.g. Roleplay first 30 seconds before calls