๐
Metrics computed live from your leads
Total Projects
0
Customers
0
Agreements Value
$0
Open Invoices Balance
$0
Commissions Balance
$0
Payments Anticipated
$0
Projects by Status
Agreements by Month
Recent Projects
| # | Project Name | Status | Branch | Salesperson | Install Status |
|---|
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| Proj # | Project Name | Status | Branch | Agreement Type | Primary SP | City | Install Status | Actions |
|---|
Project Pipeline โ Kanban View
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| Agr # | Project | Type | Signed Date | Total + Tax | Lead % | Lead $ | Primary SP | Status | Actions |
|---|
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| Project # | Project Name | Salesperson | Contract | Finance | 3-Day | Arbitration | Finance Doc | Senior | Legal ID | Actions |
|---|
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| Cust # | First | Last | Home | Cell | Alt | Company | # Proj | Actions |
|---|
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| Case # | Customer | Project | Status | Category | Type | Notes | Date | Actions |
|---|
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| Inv # | Project | Vendor | Category | Amount | Paid | Balance | Memo | Date | Approved | Actions |
|---|
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| Date | Check # | Pay By | Vendor | Project | Inv Amt | Payment | Bal After | Approved | Cleared | Actions |
|---|
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| Project | SP | Type | Milestone | Status | Bank | Est Date | Amount | Check # | Verified | Actions |
|---|
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| Project | Status | SP | Sale Price | Job Cost | Total Comm | Paid | Balance | Actions |
|---|
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| SP | Project | Type | Check # | Amount | Date Paid | Verified | Actions |
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| First | Last | Phone | W9 | # Proj | Total Comm | Actions |
|---|
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| Status | Company | Contact | Type | Phone | Lic # | Lic Exp | GL Exp | WC Exp | Balance | Actions |
|---|
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| Name | Title | Phone | Mobile | Skill Set | Hourly | Reports To | Actions |
|---|
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| Program | Main Bank | Fee Type | Dealer Fee | Flat Fee | Actions |
|---|
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| Manufacturer | Model | DC Wattage | Module Name | Actions |
|---|
Revenue by Month (Agreements)
Commission Summary by Salesperson
Installer Compliance Alerts
Invoice Balance by Category
Projects by Install Status
Close Rate by Lead Source
Close Rate by Salesperson
Pipeline by Stage
Sales Speed (avg days)
Profitability by Scope of Work
Loss Reasons
Stalled Deals (no next step / overdue)
Projects Behind Schedule
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| Lead # | Name | Salesperson | Source | SOW | Est. Value | Stage | Next Step | Actions |
|---|
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| Lead | Date | Type | Notes | Next Step | Actions |
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| Project | Phase | Owner | Expected | Actual | Delay Source | Actions |
|---|
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Auto-computed from agreements, invoices & payments| Project | Contract | Change Orders | Expenses | Gross Profit | Margin | Collected | Outstanding |
|---|
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| Project | Customer | Checkpoint | Score | Comm OK | Date | Actions |
|---|
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