APEX FINANCIAL

Agent Performance Review

Last saved: 3/14/2026 · 9:22 AM
📊 Summary
🧪 Acrylic Usage
📅 Scheduling Overview
📅 Monthly Scheduling
📅 Weekly Scheduling
✅ 2025 Scheduling Treated
🏭 Industry Page
📋 2025 Not Treated
📅 Date Range
Division
Manager
Visit Type
Tenure Bins
Remote
📌 Note:  Dataset sourced from publicly available sample data. All names, figures, and company references are fictional and used for portfolio demonstration purposes only.
Visits
2,418
Visits – Total
1,506
Treated (Completed)
2.91
Total Visits Per Hour
63%
Treated %
Unable Visits
794
Unable Total
468
Unable New Signings
326
Unable Tenured
36%
Total Unable %
Organic
51%
Organic %
44%
New Signings Organic %
57%
Tenured Organic %
POP
82%
POP %
80%
New Signings POP%
83%
Tenured POP%
74%
Exterior Placements %
108
Acrylics Used
New Signings
1,214
Visits – Total
702
Visits – Completed
58%
Completed %
42%
Unable
Tenured Visits
1,204
Visits – Total
804
Visits – Completed
69%
Completed %
31%
Unable
Agent Performance MatrixActive Employees Only
AgentManagerStart DateTenure (Mo) MarketDivisionHoursAtt. Visits/HrVisits/HrRemoteStatus
* Matrix Table does not include Inactive Employees
Acrylic Usage Overview
108
Total Acrylics
74%
Exterior Placement
26%
Interior Placement
82%
POP Compliance
Acrylics Used by Division Bar
Central
38
NorthEast
27
West
22
Southeast
16
Southwest
5
Interior vs Exterior Donut
108 total
Exterior — 74%
Interior — 26%
Acrylic Usage by Agent Matrix
AgentDivisionTotal AcrylicsExteriorInteriorPOP Compliant
⊕Simone AdeyemiWest18144Yes
⊕Jordan KwameSoutheast15114Yes
⊕Darius HoldenCentral14104Yes
⊕Marcus EllisonCentral1293Yes
⊕Priya ShankarNorthEast1183Yes
⊕Devon WhitfieldWest963Watch
⊕Camille OduyaSoutheast853Watch
⊕Rafael MontoyaSouthwest752No
Scheduling Overview
486
Scheduled This Period
312
Treated
174
Unable / Rescheduled
64%
Completion Rate
Visits Scheduled by Division Bar
Central
148
NorthEast
115
West
95
Southeast
74
Southwest
54
Scheduling Status Mix Donut
486 scheduled
Treated — 64%
Unable — 28%
Pending — 8%
Visit Hour Heatmap Heat Map
8a
9a
10a
11a
12p
1p
2p
3p
4p
Mon
Tue
Wed
Thu
Fri
Darker gold = higher activity · Peak window: Tuesday 10 AM
Monthly Scheduling Overview
Jan
162 Scheduled · 104 Treated
Feb
158 Scheduled · 99 Treated
Mar
166 Scheduled · 109 Treated
65%
Q1 Avg Completion
Monthly Visits — Scheduled vs Treated Line
Oct Nov Dec Jan Feb Mar
Scheduled Treated
Monthly Completion Rate by Division Bar
Central
70%
NorthEast
66%
West
62%
Southeast
55%
Southwest
48%
Visit Type Monthly Mix 100% Bar
January
February
March
Weekly Scheduling Overview
118
This Week Scheduled
74
Treated
44
Unable
63%
Week Completion
Current Week — Daily Schedule Calendar Grid
Mon
M. Ellison · 9AM
P. Shankar · 10AM
D. Holden · 1PM
T. Moreau · 3PM
Tue
J. Kwame · 9AM
S. Adeyemi · 10AM
A. Varga · 11AM
R. Montoya · 2PM
Wed
D. Whitfield · 8AM
C. Oduya · 10AM
M. Ellison · 1PM
Open Slot
Thu
P. Shankar · 9AM
J. Kwame · 11AM
D. Holden · 2PM
T. Moreau · 4PM
Fri
A. Varga · 9AM
S. Adeyemi · 10AM
C. Oduya · 12PM
Open Slot
Sat
R. Montoya · 10AM
Open
Open
Sun
Open
Open
Treated Unable Booked Open
2025 Scheduling — Treated Visits
1,506
Total Treated YTD
702
New Signings Treated
804
Tenured Treated
63%
YTD Completion Rate
Treated Visits by Agent — Top 10 Bar
Simone Adeyemi
201
Jordan Kwame
177
Darius Holden
163
Marcus Ellison
147
Rafael Montoya
131
Tiana Moreau
117
Priya Shankar
105
Devon Whitfield
64
Treated Rate by Tenure Bucket Column
51%
0-6 mo
59%
7-12 mo
66%
13-24 mo
78%
24+ mo
Longer tenure consistently correlates with higher completion rates
Scheduling Industry Page
12
Industries Covered
Retail
Top Industry
71%
Retail Treated Rate
38%
Finance Treated Rate
Visits by Industry Bar
Retail
624
Food & Beverage
462
Healthcare
350
Hospitality
274
Finance
224
Auto
175
Treated Rate by Industry Bar
Retail
71%
Healthcare
64%
Hospitality
58%
Food & Bev
51%
Finance
38%
2025 Scheduling — Not Treated
794
Total Unable YTD
468
New Signings Unable
326
Tenured Unable
36%
Unable Rate
Unable Rate by Agent Bar
Devon Whitfield
49%
Camille Oduya
43%
Alexis Varga
37%
Priya Shankar
32%
Marcus Ellison
20%
Simone Adeyemi
14%
Unable Reasons Breakdown Donut
794 unable
Not Home — 40%
Refused — 25%
Rescheduled — 20%
Other — 15%
Unable Visits — Trend Over Time Line
Aug Sep Oct Nov Dec Jan Feb Mar
↓ Unable rate trending down — agent reach improving over time
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