One form, once a day, summarising your day on the phones.
Current expectation: closers are not being chased for end-of-day reports — and no automatic chase exists for anyone right now, having been switched off on 2026-08-31. Jordan's call — "it's mainly for Felix; when we've got consistent calls every day, then we want everyone keeping up with their daily reports". So when the chase is switched back on it will not name closers. The post-call form is not optional and never was — see The post-call form. This page is here so that when EOD does switch on for closers, nobody has to ask how it works.
Where and when
Portal → Forms → End of day. At the end of your working day.
Filling it in
- Rep — you.
- Role today —
Closer. - Day — today.
- The numbers — below.
- Talk time (min) — total minutes on calls.
- Blockers — anything in your way.
The numbers
| Field | Count |
|---|---|
| Calls taken | Sales calls that were on your calendar today, including the ones that no-showed. |
| Shows | Of those, how many actually turned up. |
| Offers made | Calls where you got to the offer. A call that DQ'd before the pitch is not an offer made. |
| Cash collected ($) | Money that actually landed today. |
Counts only. Show rate, offer rate and close rate are calculated from these — you are never asked for a percentage, so the same number can never exist in two disagreeing versions.
How this differs from the post-call form
They look like they overlap. They do not, and it matters:
| Post-call form | End of day | |
|---|---|---|
| How often | Once per call | Once per day |
| About | One specific call, in detail | Your whole day, in totals |
| Feeds | Close, the pipeline, revenue, close rate, commission | The daily activity picture |
| Optional? | Never | Not currently required of closers |
Cash collected on the EOD is not a substitute for the money on a post-call form. The revenue numbers are built from post-call forms. If you file an EOD saying $5,500 came in and never filed the form for the call it came from, the cash exists in the daily report and nowhere that matters.
Getting the numbers right
- Read them off your calendar and your filed forms, not memory.
- Calls taken includes no-shows. Shows is the subset that turned up — that is exactly how show rate gets calculated.
- One filing per day per role. A duplicate is rejected. If you filed wrong, tell Nate.
Blockers
Where you say what got in the way — bad leads, calendar chaos, a broken link, prospects arriving cold because dial notes were thin. Specific beats polite.
What to watch in Slack
| Channel | What it is |
|---|---|
| #2-a-closer-eod | The channel exists, but nothing routes to it — the chase is hardcoded to the setter channel, and is switched off anyway. Wiring it is an open item. |
| Direct messages from the bot | Owed post-call forms. This one is live now and is aimed at you. |
| #1-c-closer-chat | Your team channel. |
| #1-f-team-wins | Post the wins. |
| #1-a-team-announcements | Anything that changes how the day runs. |