Revenue MTD
$427K
↑ 12% vs last month
Jobs Sold This Week
7
↑ 3 vs last week
Close Rate MTD
34%
↓ 4% vs last month
Stalled Jobs
11
5+ days no movement
Open Leads
28
↑ 5 vs last month
My Goal %
68%
$68K of $100K
Mentions
2
@grantrussel — Johnson Roof
@grantrussel — Martinez Siding
Stalled Jobs
11
Martinez — Siding & Gutters
Thompson — Insurance Roof
Williams — Retail Roof
Team Calendar
Microsoft 365 calendar integration — coming soon.
Active Jobs
Johnson Residence — Roof Replacement
$28,400
Presenting Estimate
Day 3
You · 2 days ago · "Sent revised quote, waiting to hear back."
Mon Mar 16 · 10:00 AM
Job Progress — Residential Retail
Lead
Estimating
Sold
In Production
Accts Receivable
Completed
Estimating — Current Stage
Create Initial Estimate
Revise Quote
Presenting Estimate
Quote Negotiations/Details
Contract Review & Sign
Park Ridge HOA — Gutter Replacement
$11,200
Contract Review & Sign
Day 1
You · Today · "Contract sent over for review."
Job Progress — Residential Retail
Lead
Estimating
Sold
In Production
Accts Receivable
Completed
Estimating — Current Stage
Create Initial Estimate
Revise Quote
Presenting Estimate
Quote Negotiations/Details
Contract Review & Sign
Stalled Jobs
Martinez — Siding & Gutters
$14,200
Adjuster Scheduled
8 days
Jake S. · 8 days ago · "Adjuster confirmed — waiting on report."
Job Progress — Residential Insurance
Lead
Estimating
Sold
In Production
Accts Receivable
Completed
Lead — Current Stage
Lead
Initial Appointment
Adjustment Not Scheduled
Adjuster Scheduled
Waiting For SOL
My Calendar
Microsoft 365 calendar integration — coming soon.
Pipeline by Stage
Leaderboard
1
JH
Jake H.
$142,800
2
SR
Sarah R.
$118,200
3
MT
Mike T.
$94,500
4
AL
Amy L.
$72,100
Goal Progress
Revenue MTD
$427,600
↑ 12% vs last month
Jobs Sold This Week
7
↑ 3 vs last week · $186,400
Close Rate MTD
34%
↓ 4% vs last month
Pipeline Value
$1.2M
↑ 8% vs last month
Stalled Jobs
11
↑ 3 vs last month · avg 9 days
Open Leads
28
↑ 5 vs last month