CASCADE FOR MANAGERS
Know which reps need coaching before the week gets away from you.
CASCADE turns real calls into a morning brief: where pipeline is stuck, which rep needs which drill, and what to do before forecast slips.
Good morning.
Your team ran 14 conversations this week across 5 reps. Pipeline is at £2.4M active, up 12% from last Friday. Win rate trailing 30 days: 31%.
Quarter tracking: £840K closed of £1.6M target. Pacing: slightly behind. Two deals in Offer stage are gated on ROI quantification — both stalled since Wednesday.
Team health: 3 reps active, 1 drifting (no calls in 8 days), 1 new (calibrating).
Two coaching items this morning. Both are ROI-stage gaps.
MORNING BRIEF
The week opens with the work already sorted.
No dashboard digging. Shannon reads the calls, the pipeline, and the rep patterns, then tells you where attention will actually move revenue.
Three deals need attention
Shannon separates the deals with movement from the deals that are just taking up calendar space.
Two reps need a drill
Each correction is attached to a stage, a behaviour, and the call evidence behind it.
One number changed
The brief explains what moved, why it moved, and whether it should change the weekly plan.
PER-REP COACHING
Every rep needs a different correction.
The value is not another team average. It is knowing that Maya needs discovery patience while James needs ROI discipline, and assigning the right practice before the next call.
CALIBRATION · FORECASTING
Forecasting gets connected to coaching.
CASCADE shows the conversion gap, the coaching lever, and the number of calls it should take to change the pattern.
WHAT YOUR REPS WILL SAY
Better should win.
Make coaching specific.
Start with the next team read.
On the demo, we show how Shannon would brief the team, where the forecast is leaking, and which rep needs which drill first.