Sales manager · Team Maverick
Pipeline workspace
Move reps through each stage and clear the work that is holding them up.
Pipeline
42 reps across three stages
Prospecting
1
Paperwork not back yet
Onboarding
10
Paperwork back, checklist in progress
Active
31
Onboarding complete or activated
Stage mix
42
Prospecting 1 2%Onboarding 10 24%Active 31 74%
74% of your roster has cleared onboarding. The 17 outstanding packets are the constraint on moving the other 11.
Metrics
Scoped to the reporting periodCall activity
Synced from RingCentral · Updated 8/24/2026, 10:16:25 AM
Today
Matched to your work email
Live
Outbound Calls
1
Placed today
Inbound Calls
1
Received today
Counts refresh on the RingCentral sync schedule. Recruiter hand-offs live on the
Transfers page.
Needs BambooHR Action
Updated 8/24/2026, 9:49:33 AM
Outstanding onboarding packets
Packets sent today join this list tomorrow
Overdue 17
Open 17
All-time outstanding packets for recent sales hires. “Still ramping” is an
advisory flag; “Washed out” deactivates the rep here AND in BambooHR (with a
reason), moving them to Inactive Reps.
| Rep | Sales Manager | Packet Sent | Days Since | Biz Days Overdue | Action |
|---|---|---|---|---|---|
| Shannon Clay | Blake Woodruff | 5/19/2026 | 97 | 69 | |
| Jillian Goodrich | Blake Woodruff | 5/22/2026 | 94 | 66 | |
| Matthan Langner | Blake Woodruff | 6/29/2026 | 56 | 40 | |
| Donald Eues | Blake Woodruff | 7/13/2026 | 42 | 30 | |
| makenzie Foster | Blake Woodruff | 7/14/2026 | 41 | 29 | |
| Maegan Laymond | Blake Woodruff | 7/20/2026 | 35 | 25 | |
| Joshua Ortega | Blake Woodruff | 7/29/2026 | 26 | 18 | |
| Justin Dinka | Blake Woodruff | 8/3/2026 | 21 | 15 | |
| Lucas Johnson | Blake Woodruff | 8/3/2026 | 21 | 15 | |
| Audrey Bird | Blake Woodruff | 8/4/2026 | 20 | 14 | |
| Joshua Daniels | Blake Woodruff | 8/9/2026 | 15 | 11 | |
| Edward Anderson | Blake Woodruff | 8/10/2026 | 14 | 10 | |
| Madilyn Quinn | Blake Woodruff | 8/10/2026 | 14 | 10 | |
| Nyjawanda Taylor | Blake Woodruff | 8/10/2026 | 14 | 10 | |
| Alexis Smith | Blake Woodruff | 8/17/2026 | 7 | 5 | |
| Steve Saxton | Blake Woodruff | 8/19/2026 | 5 | 3 | |
| Jessica Johns | Blake Woodruff | 8/20/2026 | 4 | 2 |
Oldest packet has been outstanding 69 business days
Packets sent today join this list tomorrow
Roster
Your reps, grouped by where they are in the process| Rep Name | Location | Grade | Packet Sent | State | Notes | Actions | |
|---|---|---|---|---|---|---|---|
| Becca Bolin | — | — | — | Pending |
1 prospecting rep
Sorted by Rep Name
Onboarding Reps
10 reps working through the twelve steps
| Rep Name | State | BambooHR | Appt Cert | Test Email | Zip Codes | Orientation | Kloser | Constant Contact | WPI Univ | Flyer | Pitch & Obj | Paid Training | 15 Prospects | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Brian Crutchmer | None | brian.crutchmer@wholesalepayments.com | 0/15 | |||||||||||
| Christopher Johnson | None | christopher.johnson@wholesalepayments.com | 0/15 | |||||||||||
| Darrin Faille | None | darrin.faille@wholesalepayments.com | 0/15 | |||||||||||
| James Nathan | None | private | 0/15 | |||||||||||
| Jared Mack | None | jared.mack@wholesalepayments.com | 0/15 | |||||||||||
| Kenneth Jensen | None | kenneth.jensen@wholesalepayments.com | 0/15 | |||||||||||
| Kodjo Kavi | None | private | 0/15 | |||||||||||
| Musco Adams | None | musco.adams@wholesalepayments.com | 0/15 | |||||||||||
| Otis Smith | None | otis.smith@wholesalepayments.com | 0/15 | |||||||||||
| Robert Pappas | None | robert.pappas@wholesalepayments.com | 0/15 |
10 in onboarding
Every step was still unticked at capture time
Not producing (active)
Active reps with no logged production. The live app mounts this tab on
demand, so the capture holds no rows for it.
Inactive reps
Reps washed out or deactivated in BambooHR land here. Rendered on demand
in the live app.
Production Scorecard
2026-08-24 → 2026-08-24
Active reps against goal
31 active reps · no monthly goal set, so pace reads 0.0
| Rep Name | Grade | Manager | Goal | Deals | Pace | Attainment | Status | |
|---|---|---|---|---|---|---|---|---|
| Aaron Harstad | aaron.harstad@wholesalepayments.com | — | Blake Woodruff | 0 | 0 | 0.0 | — | On Track |
| Adam Drexler | No email on file | — | Blake Woodruff | 0 | 0 | 0.0 | — | On Track |
| Biannel Vidal | biannel.vidal@wholesalepayments.com | — | Blake Woodruff | 0 | 0 | 0.0 | — | On Track |
| Dustin Finley | No email on file | — | Blake Woodruff | 0 | 0 | 0.0 | — | On Track |
| Gabriel Craft | No email on file | — | Blake Woodruff | 0 | 0 | 0.0 | — | On Track |
| Hal Boaz | hal.boaz@wholesalepayments.com | — | Blake Woodruff | 0 | 0 | 0.0 | — | On Track |
| Haley Woodruff | haley.woodruff@wholesalepayments.com | — | Blake Woodruff | 0 | 0 | 0.0 | — | On Track |
| Isaac Jenkins | No email on file | — | Blake Woodruff | 0 | 0 | 0.0 | — | On Track |
| Jabe Schoenrock | No email on file | — | Blake Woodruff | 0 | 0 | 0.0 | — | On Track |
| Jesus Elizondo | No email on file | — | Blake Woodruff | 0 | 0 | 0.0 | — | On Track |
| Jesus Roso | jesus.roso@wholesalepayments.com | — | Blake Woodruff | 0 | 0 | 0.0 | — | On Track |
| Jonathan Preuss | jonathan.preuss@wholesalepayments.com | — | Blake Woodruff | 0 | 0 | 0.0 | — | On Track |
| Jordann Pennington | jordann.pennington@wholesalepayments.com | — | Blake Woodruff | 0 | 0 | 0.0 | — | On Track |
| Joshua Davis | joshua.davis@wholesalepayments.com | — | Blake Woodruff | 0 | 0 | 0.0 | — | On Track |
| Judah Steelman | judah.steelman@wholesalepayments.com | — | Blake Woodruff | 0 | 0 | 0.0 | — | On Track |
| Keshawn Baines | No email on file | — | Blake Woodruff | 0 | 0 | 0.0 | — | On Track |
| Kyle Pettit | No email on file | — | Blake Woodruff | 0 | 0 | 0.0 | — | On Track |
| Lloyd De La Cruz | lloyd.delelcruz@wholesalepayments.com | — | Blake Woodruff | 0 | 0 | 0.0 | — | On Track |
| Max Alperstein | max.alperstein@wholesalepayments.com | — | Blake Woodruff | 0 | 0 | 0.0 | — | On Track |
| Milton Gomez | milton.gomez@wholesalepayments.com | — | Blake Woodruff | 0 | 0 | 0.0 | — | On Track |
| Robert Ford | robert.ford@wholesalepayments.com | — | Blake Woodruff | 0 | 0 | 0.0 | — | On Track |
| Rodrick Smith | No email on file | — | Blake Woodruff | 0 | 0 | 0.0 | — | On Track |
| Ronyale Mccoomer | ronyale.mccoomer@wholesalepayments.com | — | Blake Woodruff | 0 | 0 | 0.0 | — | On Track |
| Ruben Alcaraz | ruben.alcaraz@wholesalepayments.com | — | Blake Woodruff | 0 | 0 | 0.0 | — | On Track |
| Sadie Scoville | sadie.scoville@wholesalepayments.com | — | Blake Woodruff | 0 | 0 | 0.0 | — | On Track |
| Sergei Bowles | sergei.bowles@wholesalepayments.com | — | Blake Woodruff | 0 | 0 | 0.0 | — | On Track |
| Seth Manshum | seth.manshum@wholesalepayments.com | — | Blake Woodruff | 0 | 0 | 0.0 | — | On Track |
| Steven Laudie | No email on file | — | Blake Woodruff | 0 | 0 | 0.0 | — | On Track |
| Timothy Constenius | timothy.constenius@wholesalepayments.com | — | Blake Woodruff | 0 | 0 | 0.0 | — | On Track |
| Tuli Kinikini | tuli.kinikini@wholesalepayments.com | — | Blake Woodruff | 0 | 0 | 0.0 | — | On Track |
| Walter Smith | walter.smith@wholesalepayments.com | — | Blake Woodruff | 0 | 0 | 0.0 | — | On Track |
31 active reps
Set a goal in Settings to turn this into a pace