Sales Manager Dashboard
Filter By:
Efficiency
Sales revenue per appointment
$ 76,868
YTD Booked
$ 43,981
YTD Self Gen Booked
$ 87,546
MTD Booked
$ 13,981
MTD Self Gen Booked
$ 7,546
Filter By:
SSR (Sales success rate)
80.70%
Filter By:
Appts Completed
1348
To Dos
| Task | Created By | Status | |
|---|---|---|---|
|
|
Audit self gen lead Lanny J. Laroche | System | Overdue |
|
|
Send Sample Kit to Erin M. Turner | System | Due Today |
|
|
Luisa T. Nicholson - Is the meeting held? | System | Overdue |
|
|
Audit self gen lead Lanny J. Laroche | System | Overdue |
|
|
Send Sample Kit to Erin M. Turner | System | Due Today |
|
|
Luisa T. Nicholson - Is the meeting held? | System | Overdue |
|
|
Audit self gen lead Lanny J. Laroche | System | Overdue |
|
|
Send Sample Kit to Erin M. Turner | System | Due Today |
|
|
Luisa T. Nicholson - Is the meeting held? | System | Overdue |
|
|
Luisa T. Nicholson - Is the meeting held? | Jack Hendry | Overdue |
| Task | Created By | Status | |
|---|---|---|---|
|
|
Audit self gen lead Lanny J. Laroche | System | Overdue |
|
|
Send Sample Kit to Erin M. Turner | System | Due On 10/10/2025 |
|
|
Luisa T. Nicholson - Is the meeting held? | System | Overdue |
|
|
Audit self gen lead Lanny J. Laroche | System | Overdue |
|
|
Send Sample Kit to Erin M. Turner | System | Due On 10/10/2025 |
|
|
Luisa T. Nicholson - Is the meeting held? | System | Overdue |
|
|
Audit self gen lead Lanny J. Laroche | System | Overdue |
|
|
Send Sample Kit to Erin M. Turner | System | Due On 10/10/2025 |
|
|
Luisa T. Nicholson - Is the meeting held? | System | Overdue |
|
|
Luisa T. Nicholson - Is the meeting held? | Jack Hendry | Overdue |
My Appointments
| Opportunity | Name | Date & Time | Services | Actions |
|---|---|---|---|---|
|
Carpentry Inspection
Detroit, MI |
Jennifer Lawrence | 08/02/2023 09:50am - 08/02/2023 11:50am | Exterior Paint | |
|
Roof Tune-Up
Detroit, MI |
Jennifer Lawrence | 08/02/2023 09:50am - 08/02/2023 11:50am | Windows Siding | |
|
Roof Inspection
Detroit, MI |
Jennifer Lawrence | 08/02/2023 09:50am - 08/02/2023 11:50am | Exterior Paint | |
|
Carpentry Inspection
Detroit, MI |
Jennifer Lawrence | 08/02/2023 09:50am - 08/02/2023 11:50am | Exterior Paint | |
|
Roof Tune-Up
Detroit, MI |
Jennifer Lawrence | 08/02/2023 09:50am - 08/02/2023 11:50am | Windows Siding | |
|
Roof Inspection
Detroit, MI |
Jennifer Lawrence | 08/02/2023 09:50am - 08/02/2023 11:50am | Exterior Paint | |
|
Carpentry Inspection
Detroit, MI |
Jennifer Lawrence | 08/02/2023 09:50am - 08/02/2023 11:50am | Exterior Paint | |
|
Roof Tune-Up
Detroit, MI |
Jennifer Lawrence | 08/02/2023 09:50am - 08/02/2023 11:50am | Windows Siding |