SuggestionConfidence 74%
Coach Divya Menon on the timeline and budget area
Why: Her consultations skip timeline and budget in 6 of 16 calls; those deals take 9 days longer to reach a proposal.
Overview
October 2026, month to date
Needs you now
Bhatia family, ₹31,50,000: opened proposal 6 times in 2 days, no reply
Engagement this high with no reply usually means a question the family has not asked. The advisor has asked you to join.
Revenue per employee hour
₹18,400
Up 12% on September
Open pipeline
₹4,12,00,000
38 deals
Consultation to enrolment
31%
Target 35%
Proposal turnaround
4 h
Was 3 days before Velocity
Revenue per employee hour is enrolment revenue booked this month divided by hours worked by the sales team (SDRs and advisors), taken from sign-in time in Velocity.
Pipeline
From events, not manual updates- New leads412
- Qualified16841% of previous
- Consultation held7444% of previous
- Proposal sent5169% of previous
- Enrolled1631% of previous
Large deals that need attention
- Overdue
Bhatia family · ₹31,50,000
Opened proposal 6 times in 2 days, no reply
- Scheduled
Kapoor family · ₹29,00,000
Father joins second call Thursday
- Attention
Nair family · ₹22,40,000
Asked about payment in instalments
Advisors
Discovery depth is coverage of the 7 areas| Name | Status | Consultations | Depth | Turnaround | Conversion |
|---|---|---|---|---|---|
| Anjali Rao | On track | 21 | 86% | 2 h | 38% |
| Karan Malhotra | Needs attention | 18 | 71% | 5 h | 29% |
| Divya Menon | Needs attention | 16 | 64% | 9 h | 25% |
| Arjun Bose | On track | 19 | 80% | 3 h | 33% |
Top objections
Share of lost and stalled dealsCost compared with other consultancies34%
Child is too young to start22%
Want to decide after board exams18%
Father not on the call14%