Current Month
Rep Performance — Current Month
Goals: 65% Q-to-C | $4,500 Avg Sale | 55% GP% | 50% SD | 30% FIN
| Rep | Quotes | Orders | Q-to-C % | Avg Sale | GP % (Prod) | SD % | FIN % | Total Sales | % of Team |
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Territory Performance — Current Month
| Territory | Quotes | Orders | Q-to-C % | Avg Sale | GP % (Prod) | Total Sales | % of Total | vs Budget |
|---|
Year to Date — 2026
Monthly Revenue
Territory Breakdown — YTD
Rep Performance — YTD
Goals: 65% Q-to-C | $4,500 Avg Sale | 55% GP%
| Rep | Quotes | Orders | Q-to-C % | Avg Sale | GP % (Prod) | Total Sales | % of Team | Open Quotes | Open $ Value |
|---|
Territory Performance — YTD
| Territory | Quotes | Orders | Q-to-C % | Avg Sale | GP % (Prod) | Total Sales | % of Total |
|---|
Quarterly Snapshot — 2026
Quarterly Totals
| Quarter | Budget | Actual | % to Budget | Orders | Q-to-C % | Avg Sale | GP % (Prod) | Open Quotes | Open $ Value |
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Open Pipeline
Open Pipeline — Last 21 Days
| Account | Quote ID | Territory | Sales Agent | Amount | Created | Age (Days) |
|---|
Leads & Appointments
30-Day Daily Volume
Leads & appointments per day • 7-day moving average overlay
Lead Sources — Yesterday
Click a card above to switch time window
| Source | Leads | Appts | Appt Rate | Orders | $ / Lead | Sales |
|---|
Territory Lead Flow — YTD
Appointment rate & lead-to-order conversion by territory
| Territory | Leads | Orders | Appt Rate | Lead → Order |
|---|
Lead Sources — MTD
Territory Flow — MTD
Opps & Orders by territory, Close % line. (MTD lead intake not yet pulled — using opps as proxy.)
Lead Sources — YTD
Territory Lead Flow — YTD
Services — Sales Denton Plano