Sales Report
Demo β sample data, nothing is saved.date rangeThis monthThis quarter
ESEN
Closed this month
$186k
($72k + $58k + $41k + $15k)
Pipeline
$1.2M
Win rate
42%
Avg Job
$31k
Pipeline $ by stage
- Lead$450k
- Appointment$320k
- Proposal Sent$250k
- Contract$180k
- Measure$120k
- Ordered$90k
- Materials Arrived$75k
- Scheduled$60k
- In Progress$45k
- Punchlist$30k
- Complete$0
- Paid in Full$0
Recent wins
| Name | Trade | Location | Sold $ |
|---|---|---|---|
| Sample Customer A | Windows | Demo Town | $18k |
| Pat Example | Entry Doors | Sampleville | $10k |
| Jamie Demo | Siding | Demo Town | $6k |
| Sample Customer B | Roof | Sampleville | $25k |
| Sample Customer C | Gutters | Demo Town | $12k |
| Sample Customer D | Bath Reno | Sampleville | $22k |
| Sample Customer E | Windows | Demo Town | $9k |
| Sample Customer F | Siding | Sampleville | $12k |
Month vs Goal
65%
By salesperson
Rep A
Closed: $72k
Deals: 12
Rep B
Closed: $58k
Deals: 8
Rep C
Closed: $41k
Deals: 5