One block per rep — their flagged errors grouped by type, so you can coach a pattern once instead of account-by-account. Notes are auto-sorted instantly; click Analyze to sharpen the sort with AI.

Every error you Send to an agent counts here. A rep flags for a write-up at 5+ sent errors in the last 30 days. The generated packet documents every flagged account for that rep, grouped by what it needed — anything you never sent is marked as undelivered.

Errors among your reps' accounts audited that week. Accounts Audited is everything QA checked for your team; the error rate divides by the subset eligible for it — LQA, Sales Verification and Call Eval are quality checks that never count toward the recap error rate, and the KPI says how many were set aside. Wrong Admin = every account QA Fixed (the admin was wrong and QA fixed it); Recap Not Present comes from the recap check (older audits may also show the retired Recap Incorrect). The two are independent, so one account can count as both. CLS call logs shown separately.

Only errors flagged for reps who report to you. Mark Coached → Send to agent → they acknowledge with a response.

Acknowledging is recorded — it confirms you saw the coaching.

The workbook takes square feet in thousands — a 4,000 sq ft lawn is 4. Prices step at set breakpoints, so anything between two breakpoints uses the lower one.

Enter the sale date to see which mowing week it falls in.

Open a sheet in Excel, press Ctrl/Cmd+A then Ctrl/Cmd+C, and paste below — one sheet at a time. The parser handles the workbook's quirks (flipped columns, side-by-side blocks, group headers, the seven spellings of "vacant"). Nothing is written until you review the preview and press Import.