TPJG Team Metrics Dashboard

Current Week at a Glance (March 9, 2026)

$3.3M

JRD Pending Volume

▲ +$1.17M from last week

7

JRD Pending Transactions

▲ +2 from last week

$1.39M

JRD YTD Closed

▲ +$325K this week

27

JRD Top 40 Contacts

56% of 48 goal

80%

JRD 70% Threshold

▲ Above target

Source: Management Metrics tab • View Spreadsheet

Date	Lead	Pending Vol	Pend TXN	Closed Vol	Closed TXN	Per TXN	QTD	YTD	Top 40	70%	Next to Close
03/09	JRD	$3,300,000	7	$325,000	1	$325,000	$1,393,000	$1,393,000	27	80.4%	—
03/02	JRD	$2,128,000	5	$1,068,000	3	$356,000	$1,068,000	$1,068,000	27	80.4%	MrsK, Barbosa
02/16	JRD	$1,858,000	4	$1,325,000	4	$331,250	$1,325,000	$1,325,000	24	71.4%	MrsK, Barbosa, Martinez
02/09	JRD	$2,688,000	6	$495,000	2	$247,500	$1,325,000	$1,325,000	18	53.6%	MrsK, Barbosa, Hall
01/19	JRD	$1,348,000	5	—	—	—	—	—	—	0.0%	—
02/09	KLJ	$0	0	$257,000	1	$257,000	$257,000	$257,000	—	0.0%	—

Member	Top 40	Goal	%	Grade	Pending	Review	Trend
JRD	27	48	56.3%	A+	6	2	▲ +3 from 2/17
KLJ	17	36	47.2%	A	—	2	▲ +2 from 2/17
EDE	12	24	50.0%	A	—	1	▼ -4 from 2/17
DLO	11	25	44.0%	C	—	—	▲ +2 from 2/17
SMT	9	12	75.0%	A	—	—	▲ +1 from 2/17
GAV	7	7	100.0%	B	—	—	▼ -2 from 2/17

Member	Monthly Min	Monthly Target	Monthly Stretch	Quarterly Target	Annual Target
JRD	$1,500,000	$2,000,000	$2,500,000	$6,000,000	$24,000,000
KLJ	$1,200,000	$1,200,000	—	$3,600,000	$14,400,000
DLO	—	$791,667	—	$2,375,000	$9,500,000
SMT	—	$600,000	—	$1,800,000	$7,200,000
EDE	—	$350,000	—	$1,050,000	$4,200,000
GAV	—	$208,333	—	$625,000	$2,500,000

Team Annual Target: $61,800,000 combined • JRD + KLJ = $38,400,000 (62% of team) • Team members = $23,400,000 (38%)

YTD Closed: $1,393,000Q1 Target: $6,000,000

23.2% of Q1 target • 3 weeks remaining in Q1

Tab	Description	Records
Management Metrics	JRD/KLJ weekly: pending, closed, QTD, YTD, Top 40, next to close	6 weeks (Jan 19 - Mar 9)
Team Metrics	All 6 members: Top 40, goal %, grade, pending, review needs	6 weeks (Jan 20 - Mar 3)
2026 Target	Monthly/quarterly/annual targets per member	6 members
Resources	Links to Annual Goals and Weekly Catchups spreadsheets	2 links

Live Data: Weekly Reporting • Annual Goals • Weekly Catchups