Follow-Up Performance — Growth Platform

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Enterprise
ROD Office

Monthly follow-up output

Attempts & Successes (booked) per month, with Scheduled $ booked — the peak-to-now trajectory.

By quarter

Quarter-over-quarter, with change vs the prior quarter. This is the view to send offices.

2026 YTD — call volume & success $

Attempts (call volume) and Scheduled $ booked, month by month this year.

Finish-to-budget reference line will overlay here once a monthly follow-up $ target is provided (no budget feed is wired into the Growth Platform export yet).

By ROD

Ranked by Scheduled $ booked. Click a ROD to see their offices. Canonical RODs from SGA master-data (DI owner names can be stale).

Twice-weekly office update

Auto-built from the latest month. Copy & send to the offices.

🔥 Bringing the Heat