January 2026 Performance Analysis
Report Date: February 5, 2026
[$ - - -]
Closed-Won Revenue
[% - -] vs Jan 2025
[# - -]
Deals Closed
[% - -] vs Jan 2025
[$ - - -]
Avg Deal Size
[% - -] vs Jan 2025
[# - -]
Deals Created
[% - -] vs Jan 2025
[# - -]
Open Pipeline
[% - -] of created
[# - -]
Deals Lost
[% - -] vs Jan 2025
Revenue by Location
January 2026 vs January 2025
Revenue Change by Location
Year-over-year percentage change
Location Performance Summary
All metrics compare January 2026 to January 2025
Location Jan 2026 Rev Jan 2025 Rev Change Deals 26 Deals 25 Created 26 Created 25 Status
MSD Naples [$ - - -] [$ - - -] [% - -] [# - -] [# - -] [# - -] [# - -] Declining
MSD Sarasota [$ - - -] [$ - - -] [% - -] [# - -] [# - -] [# - -] [# - -] Growing
MSD Fort Myers [$ - - -] [$ - - -] [% - -] [# - -] [# - -] [# - -] [# - -] Growing
MSD Tampa [$ - - -] [$ - - -] [% - -] [# - -] [# - -] [# - -] [# - -] Growing
MSD Orlando [$ - - -] [$ - - -] [% - -] [# - -] [# - -] [# - -] [# - -] Growing
MSD St Pete [$ - - -] [$ - - -] [% - -] [# - -] [# - -] [# - -] [# - -] Flat
Charlotte [$ - - -] [$ - - -] [% - -] [# - -] [# - -] [# - -] [# - -] Declining
MSD Boca [$ - - -] [$ - - -] [% - -] [# - -] [# - -] [# - -] [# - -] Declining
MSD Cape Coral [$ - - -] [$ - - -] [% - -] [# - -] [# - -] [# - -] [# - -] Critical
TOTAL [$ - - -] [$ - - -] [% - -] [# - -] [# - -] [# - -] [# - -] Flat
Key Insight
Revenue is essentially flat ([% - -]), but this masks dramatic shifts underneath. Four locations grew significantly while three declined sharply. The company closed [# - -] fewer deals but at [% - -] higher average deal size.
Winners & Losers
Click any location card for detailed analysis

📈 Winners

MSD Orlando [% - -]
[$ - - -]
Revenue
[# - -]
Deals
[$ - - -]
$ Impact
[# - -]
Created
MSD Sarasota [% - -]
[$ - - -]
Revenue
[# - -]
Deals
[$ - - -]
$ Impact
[# - -]
Created
MSD Fort Myers [% - -]
[$ - - -]
Revenue
[# - -]
Deals
[$ - - -]
$ Impact
[# - -]
Created
MSD Tampa [% - -]
[$ - - -]
Revenue
[# - -]
Deals
[$ - - -]
$ Impact
[# - -]
Created

📉 Losers

MSD Cape Coral [% - -]
[$ - - -]
Revenue
[# - -]
Deals
[$ - - -]
$ Impact
[# - -]
Created
Charlotte [% - -]
[$ - - -]
Revenue
[# - -]
Deals
[$ - - -]
$ Impact
[# - -]
Created
MSD Boca [% - -]
[$ - - -]
Revenue
[# - -]
Deals
[$ - - -]
$ Impact
[# - -]
Created
MSD Naples [% - -]
[$ - - -]
Revenue
[# - -]
Deals
[$ - - -]
$ Impact
[# - -]
Created
Lead Source Revenue Comparison
January 2026 vs January 2025
Lead Source Dollar Impact
Year-over-year change in dollars
Lead Source Performance Detail
Deals closed within January only
Lead Source 2026 Won 2026 Revenue 2025 Won 2025 Revenue $ Impact Trend
Google Search [# - -] [$ - - -] [# - -] [$ - - -] [$ - - -] ↓
Repeat Customer [# - -] [$ - - -] [# - -] [$ - - -] [$ - - -] ↑
Word of Mouth [# - -] [$ - - -] [# - -] [$ - - -] [$ - - -] ↓
Sophie (NEW) [# - -] [$ - - -] [# - -] [$ - - -] [$ - - -] NEW
Home Mag [# - -] [$ - - -] [# - -] [$ - - -] [$ - - -] GONE
Social Media [# - -] [$ - - -] [# - -] [$ - - -] [$ - - -] ↑
TV [# - -] [$ - - -] [# - -] [$ - - -] [$ - - -] ↑
Google Ad [# - -] [$ - - -] [# - -] [$ - - -] [$ - - -] ↓
TOTAL [# - -] [$ - - -] [# - -] [$ - - -] [$ - - -]
Growth Channels: [$ - - -]
Sophie ([$ - - -]), Repeat Customer ([$ - - -]), Social Media ([$ - - -]), and TV ([$ - - -]) are driving new revenue.
Declining Channels: [$ - - -]
Home Mag ([$ - - -]), Google Search ([$ - - -]), Word of Mouth ([$ - - -]), and Google Ad ([$ - - -]) are losing ground.
Top Performers — January 2026
Representatives with highest revenue
Rep Location Jan 2026 Jan 2025 Change Deals Avg Deal
Rep A Sarasota [$ - - -] [$ - - -] [$ - - -] [# - -] [$ - - -]
Rep B Tampa [$ - - -] [$ - - -] [$ - - -] [# - -] [$ - - -]
Rep C Naples [$ - - -] [$ - - -] [$ - - -] [# - -] [$ - - -]
Rep D Fort Myers [$ - - -] [$ - - -] [$ - - -] [# - -] [$ - - -]
Rep E Fort Myers [$ - - -] [$ - - -] [$ - - -] [# - -] [$ - - -]
Rep F Naples [$ - - -] [$ - - -] [$ - - -] [# - -] [$ - - -]
Rep G St Pete [$ - - -] [$ - - -] [$ - - -] [# - -] [$ - - -]
Rep H Fort Myers [$ - - -] [$ - - -] [$ - - -] [# - -] [$ - - -]
Staffing Impact Summary
Departed reps and their replacements
Departed Rep Location 2025 Revenue Replacement 2026 Revenue Net Impact
Rep V Cape Coral [$ - - -] None [$ - - -] [$ - - -]
Rep W Charlotte [$ - - -] Rep O [$ - - -] [$ - - -]
Rep X Sarasota [$ - - -] Rep N [$ - - -] [$ - - -]
Rep Y Naples [$ - - -] Rep F* [$ - - -] [$ - - -]
Rep Z Fort Myers [$ - - -] Rep P [$ - - -] [$ - - -]
Rep AA Cape Coral [$ - - -] None [$ - - -] [$ - - -]
TOTAL IMPACT [$ - - -] [$ - - -] [$ - - -]

*Rep F likely replaced multiple reps at Naples, not just Rep Y.

Significant Performance Changes
Existing reps with notable YoY changes
What Drove January's Results
Summary of gains and losses

📉 Key Losses

📈 Key Gains

Priority Actions
Organized by urgency

🚨 Urgent (This Week)

  1. Investigate Google Search decline — Check Search Console, Google Ads, local rankings across Naples, Sarasota, Charlotte, Tampa, Cape Coral
  2. Cape Coral staffing decision — Two of three reps gone with no replacements. Is this viable as standalone?
  3. Rep K conversation — [$ - - -] at Naples. What happened?

⚠️ Important (This Month)

  1. Sophie conversion optimization — Fort Myers (50%) and Naples (41%) convert well. Boca (0%) and Orlando (15%) don't. What's different?
  2. Referral Program lead quality — Leads tripled ([# - -] to [# - -]) but conversion dropped. Different treatment needed?
  3. Pipeline value discipline — Naples has [# - -] open deals at [$ - - -] quoted value. Fix data entry.

📊 Strategic (This Quarter)

  1. Home Mag replacement strategy — [# - -] leads and [# - -] won deals in Jan 2025 now gone. What replaced it?
  2. Google Search dependency — Still #1 source but declining. Deliberate diversification or unintended loss?
  3. Sarasota concentration risk — Rep A = [% - -] of revenue. Build a second strong rep.