SEEL Network (Demo) · Multi-Region
Trade Ally Growth Initiative
Program Manager J. Ferreira. All values are demonstration data.
On TrackBack to portfolio
Enrollments
4,288
Program to date
Assessments
14,105
Completed
Completed Projects
10,632
Installed & verified
Appointments
1,482
Next 30 days
Customer Satisfaction
4.6
Demo survey average
Forecast vs Target
-11.4%
4,380 vs 4,200
Performance
Target vs actual vs forecast
Customer Funnel
Lead to completed — demonstration data
Lead
42,180
Contacted
28,460
Qualified
19,240
Assessment
14,105
Installation
11,860
Completed
10,632
Key Exceptions
- HIGHEnrollment 11.4% below forecast
- MEDIUM13 appointments at elevated risk
- MEDIUMApex Energy documentation rejections
- LOW6 completion packets overdue
Contractor Capacity
Apex Energy Services72% utilized
GreenPro Mechanical58% utilized
Lakeshore Insulation41% utilized
Riverbend Home Services66% utilized
Capacity is available. Capacity is not the primary constraint in this demo dataset.
Outreach Performance
- First-touch SMS response
- 38.2%
- Voice follow-up connect
- 21.7%
- Outreach → assessment
- 44.1%
- Unconverted prospects
- 642
AI Insights
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