Period
Showing every quote since the wizard launched · Newest quote 30 Jul 202606Approvals · Who signs, and how fast
Two people sign off 81% of every approved quote.
Valerie Turner alone clears 66% of them, covering 15 reps. The median quote waits 19 hours. This is a scheduling dependency well before it is a control weakness: the approvals are happening, but they run through a very narrow gate.
Quotes approved
97%
415 of 426 quotes
People approving
4
Busiest: Valerie Turner, 242 sign-offs
Median turnaround
19h
Mean is 7.0 days, stretched by a long tail
Escalated above level
60
Worth $2.23M
Exhibit 6.1
Valerie Turner has signed 242 quotes worth $5.56M.
Valerie Turner
242
Jonathan Betancourt
57
Sue Horn
53
Ryan Garman
17
Source: approvedby on non-template quotes with priced packages.
Exhibit 6.2
Most quotes clear within a day, but 72 took over a week.
Source: time from quote creation to approval, for quotes carrying an approval timestamp.
Exhibit 6.3
Escalation happens on roughly one quote in six that needs senior sign-off.
Senior managerSenior manager30973%
$7.33M · 11.0% average discount
Senior managerSuper admin5713%
$2.11M · 12.0% average discount
No approval neededNo approval needed4611%
$592k · 11.0% average discount
Senior managerNot approved102%
$683k · 13.0% average discount
ManagerSenior manager31%
$117k · 15.0% average discount
ManagerNot approved10%
$82k · 15.0% average discount
Source: requiredapprovallevel against approvedlevel. Rows where they differ are shown in clay.
Exhibit 6.4
Approved discount ceilings are being used almost in full.
Senior manager12.0% of 18.0%
376 quotes worth $10.1M. 192 sit at or above the ceiling.
Manager15.0% of 23.0%
4 quotes worth $199k. 0 sit at or above the ceiling.
Source: average discount applied against average ceiling authorised, by required level.
Exhibit 6.5
Half of all quotes are signed within 14h to 14.0 days, yet every mean here is at least 2.1 times its median.
4 rows
| Valerie Turner | Sr. Manager | 242 | 15 | $5,558,024 | 11.0% | 18h | 4.6 days |
| Jonathan Betancourt | Super Admin | 57 | 17 | $2,111,183 | 12.0% | 14h | 6.5 days |
| Sue Horn | Sr. Manager | 53 | 11 | $1,436,766 | 12.0% | 3.0 days | 11.8 days |
| Ryan Garman | Sr. Manager | 17 | 4 | $455,616 | 12.0% | 14.0 days | 29.2 days |
Source: non-template quotes with priced packages, grouped by approver. Timed on quotes whose approval timestamp is later than creation.
Exhibit 6.6
16 of 28 reps take their approvals to more than one approver.
Jose OchoaValerie Turner6618%
66 approved quotes worth $2.32M
Ashley MoralesValerie Turner329%
32 approved quotes worth $18k
Christian CookValerie Turner288%
28 approved quotes worth $78k
LquintanaValerie Turner257%
25 approved quotes worth $1.24M
Garrett JonesSue Horn185%
18 approved quotes worth $239k
Russell HendersonValerie Turner175%
17 approved quotes worth $107k
Jose OchoaJonathan Betancourt144%
14 approved quotes worth $33k
SquinnValerie Turner113%
11 approved quotes worth $544k
Meagan GassettValerie Turner103%
10 approved quotes worth $298k
Ian MillerValerie Turner92%
9 approved quotes worth $516k
AbaldenegroValerie Turner92%
9 approved quotes worth $49k
Abbie GarchitorenaValerie Turner92%
9 approved quotes worth $24k
Garrett JonesJonathan Betancourt82%
8 approved quotes worth $52k
K GarchitorenaValerie Turner72%
7 approved quotes worth $55k
Allissa SolheimRyan Garman72%
7 approved quotes worth $245k
MzanitSue Horn72%
7 approved quotes worth $5k
DmelendezValerie Turner72%
7 approved quotes worth $62k
DshapiroRyan Garman62%
6 approved quotes worth $37k
VbarajasSue Horn62%
6 approved quotes worth $847k
LquintanaJonathan Betancourt62%
6 approved quotes worth $476k
Ed WielandValerie Turner62%
6 approved quotes worth $27k
Allissa SolheimJonathan Betancourt62%
6 approved quotes worth $33k
Marya LonghornValerie Turner51%
5 approved quotes worth $135k
Daniel LyonsSue Horn51%
5 approved quotes worth $26k
Anthony ArgiroudisSue Horn41%
4 approved quotes worth $73k
Anthony ArgiroudisJonathan Betancourt41%
4 approved quotes worth $150k
Sean KinsellaSue Horn41%
4 approved quotes worth $93k
DmelendezJonathan Betancourt31%
3 approved quotes worth $16k
Bret MangrichJonathan Betancourt31%
3 approved quotes worth $106k
Tony AlmarioRyan Garman31%
3 approved quotes worth $115k
Allissa SolheimSue Horn31%
3 approved quotes worth $5k
K GarchitorenaJonathan Betancourt21%
2 approved quotes worth $2k
Bret MangrichSue Horn21%
2 approved quotes worth $116k
Ian MillerJonathan Betancourt21%
2 approved quotes worth $579k
Tabrez AnsariSue Horn21%
2 approved quotes worth $5k
VbarajasJonathan Betancourt21%
2 approved quotes worth $1k
DshapiroSue Horn10%
1 approved quote worth $14k
Tony AlmarioSue Horn10%
1 approved quote worth $15k
Meagan GassettJonathan Betancourt10%
1 approved quote worth $860
EhansenValerie Turner10%
1 approved quote worth $82k
Sean KinsellaJonathan Betancourt10%
1 approved quote worth $2k
Daniel LyonsJonathan Betancourt10%
1 approved quote worth $142k
AbaldenegroJonathan Betancourt10%
1 approved quote worth $313
JellingtonJonathan Betancourt10%
1 approved quote worth $473k
DshapiroJonathan Betancourt10%
1 approved quote worth $20k
Bret MangrichRyan Garman10%
1 approved quote worth $59k
EamaroJonathan Betancourt10%
1 approved quote worth $23k
Source: approved quotes paired by owner and approver. Every pair, ordered by volume, with each share taken against all approved quotes.