LEAD OWNER PERFORMANCE · MAY 2026 · 8 OWNERS · LEAD OWNER MONITORING
Lead Owner command report 8 owners · 320 leads received · 247 active · SLA compliance 78%
Owner-side accountability separated from Assigned Salesperson. Lead Owner ≠ Assigned Salesperson · they are distinct roles. Lead Owner is the manager/team-lead accountable for SLA, contact rate, and follow-up compliance. Assigned Salesperson does the actual customer-facing sales work. This report monitors Lead Owners only · salesperson reports live in screen 061.
SLA 78% · target 90%
2 owners below target
CRM operations · read-only
OWNERS IN SCOPE
8
Branch managers + team leads · 4 branches
Owner ≠ Salesperson
LEADS RECEIVED↑ 12%
320
vs 286 prior · all owners combined
WITHIN SLA↑ 6 pts
78%
249/320 contacted within 24h
UNCONTACTED↓ 18%
42
71 leads > 24h · 42 still uncontacted
OVERDUE FOLLOWUPS
28
7d+ since last touch · 12 critical
REASSIGNED
11
Reassign trail audit-logged · 3 escalated
Lead Owner scorecard8 owners · workload + SLA + conversion · separate from salesperson metrics
8 / 8 owners1
SM
S. Manager · OwnerYas Mall · 4 reps assigned · 84 leads received · 18 active · SLA 94%
94%SLA
2
AB
A. Branch Manager · SZR HQSZR HQ · 5 reps assigned · 76 leads received · 22 active · SLA 88%
88%SLA
3
HM
H. Manager · Dubai MarinaDubai Marina · 3 reps assigned · 48 leads received · 14 active · SLA 81%
81%SLA
4
TL
T. Lead · Yas Mall (corporate)Yas Mall · 2 reps assigned · 38 corporate/fleet leads · 8 active · SLA 76%
76%→
5
NL
N. Lead · Reem IslandReem Island · 2 reps assigned · 28 leads received · 6 active · SLA 71%
71%↓ 5
6
RL
R. Lead · SZR HQ (used)SZR HQ · 3 reps assigned · 26 used-car leads · 4 active · SLA 65%
65%↓ 8
7
SL
S. Lead · Dubai Marina (fleet)Dubai Marina · 2 reps assigned · 14 fleet leads · 2 active · SLA 58% · below target
58%↓ 14
8
JL
J. Lead · Reem Island (used)Reem Island · 1 rep assigned · 6 leads · 0 active · SLA 48% · critical · escalate
48%↓ 22
Overdue risk paneluncontacted + overdue follow-ups
42 + 28 at-risk12
12 critical · > 48h uncontacted
8 under J. Lead (Reem) · 4 under S. Lead (Dubai Marina fleet) · all escalation-eligible
30
30 overdue · 24-48h window
Spread across 5 owners · within recoverable window · auto-nudge sent to each owner
28
28 follow-ups overdue > 7d
Aged leads · re-engagement window narrow · 12 critical (no touch > 14d)
Owner ≠ Salespersonrole separation clarified
LEAD OWNER
Manager / team lead
- SLA accountability
- Workload distribution
- Reassign authority
- Escalation route
- Branch coverage
ASSIGNED SALESPERSON
Customer-facing rep
- Customer relationship
- Quotation / proforma
- Test drive · delivery
- Commission earner
- Daily activity
Salesperson performance lives in screen 061 (Sales Performance Report). This screen monitors the Lead Owner role only · they may or may not also carry deals themselves · their primary accountability is team SLA and lead distribution.
Data rules5
- Lead Owner ≠ Assigned Salesperson · roles are distinct in the data model
- SLA target (24h first contact) is a tenant-configurable rule · not a hard system block
- Reassign trail is audit-anchored · who reassigned, when, why-note required
- Salesperson performance lives in screen 061 · this report monitors Owner role only
- No bulk reassign action · one-at-a-time only · audit-logged