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Company snapshot for today
Revenue MTD
$482K
↑ 14% vs last month
Company Goal
76%
Behind pace
Jobs Sold This Week
11
Across all reps
In Production
34
Active jobs
Stalled Jobs
7
Needs attention
Close Rate MTD
38%
↑ 4pt vs last month
@Mentions
@mention
Johnson Roof Replacement
"Looping in @Alex — customer is asking about upgraded shingles. Can you get them a revised estimate by EOD?"
@mention
Martinez Siding Project
"@Alex the permit came back approved. Ready to schedule install."
@mention
Thompson Gutter Install
"@Alex — please review the material order on this one. Something looks off."
Team Calendar
March 2026
Daily Brief
Today's emails, calendar, and jobs
Sales
Leaderboard, pipeline, and goal progress
Leaderboard — March 2026
| # | Rep | Revenue MTD | Close Rate | Goal |
|---|---|---|---|---|
| 1 | Jordan Rivera | $148,200 | 42% | 96% |
| 2 | Taylor Brooks | $112,400 | 39% | 82% |
| 3 | Morgan Lee | $88,900 | 36% | 68% |
| 4 | Alex Chen | $71,500 | 34% | 55% |
| 5 | Casey Moore | $39,200 | 28% | 30% |
Goal Progress — March
Jordan R.
Taylor B.
Morgan L.
Alex C.
Casey M.
Pipeline by Stage
My Jobs
Stalled jobs and @mentions — placeholder data
Stalled Jobs
Patterson Roof Replacement
#JN-20105
Most recent note (Mar 4): "Waiting on insurance adjuster to confirm supplement."
Wilson Roofing Repair
#JN-20087
Most recent note (Mar 1): "Customer hasn't returned calls. Left voicemail #3."
@Mentions
@mention
Johnson Roof Replacement
"Looping in @Alex — customer is asking about upgraded shingles. Can you get them a revised estimate by EOD?"
@mention
Martinez Siding Project
"@Alex the permit came back approved. Ready to schedule install."
Forms
Estimate request forms — open in Crown Hub
Roofing Estimate Request
Shingle type, scope, product options
→
Siding Estimate Request
Siding type, product selection, scope
→
Gutter Estimate Request
Gutter system, sizing, and materials
→
General Estimate Request
Multi-scope, any work type
→
Analytics
Revenue, close rates, and lead source data
Total Revenue
$482K
March 2026
Jobs Sold
34
This month
Overall Close Rate
38%
Lead → sold
Avg. Job Value
$14,200
Per sold job
Conversion Funnel
Leads
Total this month
→
56%
→
Estimates Sent
56% of leads
→
68%
→
Sold
68% of estimates
Overall Lead → Sold:
38%
Revenue by Job Type
Jobs by Lead Source
Revenue by Lead Source
Close Rate by Lead Source
Rep Breakdown
JR
Jordan Rivera
Revenue
$148.2K
Close Rate
42%
TB
Taylor Brooks
Revenue
$112.4K
Close Rate
39%
ML
Morgan Lee
Revenue
$88.9K
Close Rate
36%
AC
Alex Chen
Revenue
$71.5K
Close Rate
34%
CM
Casey Moore
Revenue
$39.2K
Close Rate
28%
Admin
User management and settings
Team Members
| Name | Role | Actions | |
|---|---|---|---|
| Grant Russell | grant@crownexteriors.com | Owner | — |
| Sarah Kim | sarah@crownexteriors.com | Admin | |
| Mike Torres | mike@crownexteriors.com | Sales Manager | |
| Jordan Rivera | jordan@crownexteriors.com | Sales Rep | |
| Taylor Brooks | taylor@crownexteriors.com | Sales Rep | |
| Morgan Lee | morgan@crownexteriors.com | Sales Rep | |
| Alex Chen | alex@crownexteriors.com | Sales Rep | |
| Casey Moore | casey@crownexteriors.com | Sales Rep | |
| Lisa Martin | lisa@crownexteriors.com | Estimator |
Competition management coming in Step 6
Create and manage sales competitions, set company-wide goals, and configure rep targets here.