Concierge
New Patient Conversion Leaderboard
1% of revenue from leads that are new-patient, treated, and $400+ — paid only to reps who clear the caseload (100+ leads since 2026-07-13), tenure (3+ business days as final owner), and reach-rate (60%+) gates. Counted from program start forward, day over day — not a lookback.
◆How this is calculatedshow formula & sources
Payout(rep) = 1% × Σ(Zenoti invoice amount)
for every lead where:
new_patient = Yes
AND treatment_status = Completed
AND invoice_amount >= $400
AND lead is concierge-sourced
Paid only if rep clears Gate 2:
caseload >= 100 leads since 2026-07-13
AND tenure >= 3 business days as HubSpot Final Owner before booking
AND reach rate >= 60%
Gate 3: program-to-date qualifying rate must be flat-or-better vs.
the 43 days immediately before program start.Reporting sources
- Lead volume, deal owner, won/lost: Corral amp-organization → use_dataset(759) (HubSpot deals)
- Revenue matched to actual invoices: Corral amp-organization → use_dataset(776) (Zenoti revenue matched to HubSpot email)
- Deal owner → rep name: HubSpot search_owners
Known data gaps
- Gate 2 tenure: needs deal-level Final Owner change history — not in the current pull
- Gate 2 reach rate: needs a live reach-tracking feed — the prior source (share_point.amp_inside_sales_dashboard_tracking) stopped updating January 2025
Eligible so far
| Rep | Leads since start | Qualifying Rev | Est. Payout (1%) | Caseload Gate |
|---|
Below caseload threshold (day 4) — tracked, not yet payout-eligible
| Rep | Leads since start | Qualifying Rev | Est. Payout (1%) | Caseload Gate |
|---|---|---|---|---|
| Rose Nartatez | 26 | $16,165 | $0 | ✗ 26 |
| Stanley Byrd | 26 | $10,721 | $0 | ✗ 26 |
| Tayler Threatt | 46 | $8,754 | $0 | ✗ 46 |
| Sophia Reddi | 25 | $1,320 | $0 | ✗ 25 |
| Jessica D'Aniello | 10 | $893 | $0 | ✗ 10 |
| Kathleen Traskos | 33 | $500 | $0 | ✗ 33 |
| Deirdre Pichette | 51 | $0 | $0 | ✗ 51 |
| Kyndall White | 24 | $0 | $0 | ✗ 24 |
| Belinda Chaneyfield | 65 | $0 | $0 | ✗ 65 |
| Erin Chenoweth | 0 | $0 | $0 | ✗ 0 |
| Lyndsay Davis | 56 | $0 | $0 | ✗ 56 |
| Emily Alexander | 22 | $0 | $0 | ✗ 22 |
| Teresa Velez | 37 | $0 | $0 | ✗ 37 |
| Summerly Stevenson | 29 | $0 | $0 | ✗ 29 |
| Seven Aponte | 12 | $0 | $0 | ✗ 12 |
| Ali Alcantara | 0 | $0 | $0 | ✗ 0 |
| Gris Wright | 51 | $0 | $0 | ✗ 51 |
| Danielle Hines | 0 | $0 | $0 | ✗ 0 |
| Kerrie Ostrander | 22 | $0 | $0 | ✗ 22 |