Team Overview
{{ overviewPeriodLabel }}{{ card.name }}
Annual Summary
Total Annual Goal
{{ formatCurrency(annualSummary.totalGoal) }}
Current Sales
{{ formatCurrency(annualSummary.totalActual) }}
Total Appts Needed
{{ annualSummary.totalAppts.toLocaleString() }}
Total Sales Per Day
{{ formatCurrency(annualSummary.salesPerDay) }}
Performance Metrics
Work Days Left
{{ performanceMetrics.workDaysLeft }}
Left to Sell
{{ formatCurrency(performanceMetrics.leftToSell) }}
Appts Needed
{{ performanceMetrics.apptsNeeded }}
Daily Sales Req.
{{ formatCurrency(performanceMetrics.dailySalesReq) }}
Win Rate
{{ formatPercent(performanceMetrics.closeRate) }}
From Excel/Smartsheet
Interior Sales
{{ formatCurrency(performanceMetrics.interiorSales) }}
Exterior Sales
{{ formatCurrency(performanceMetrics.exteriorSales) }}
Interior Rate
{{ formatPreciseCurrency(performanceMetrics.interiorRate) }}
Exterior Rate
{{ formatPreciseCurrency(performanceMetrics.exteriorRate) }}
Productivity
{{ formatPercent(performanceMetrics.productivity) }}
Monthly & Quarterly Requirements
| Month (Qtr) | Work Days | Monthly Goal ($) |
Actual Sales ($)
|
Avg. Deal Size ($) | Win Rate (%) | Total Appts Needed | Total Sales Per Day ($) |
|---|---|---|---|---|---|---|---|
| QUARTER {{ quarter.qtr }} | |||||||
| {{ month.name }} (Q{{ month.qtr }}) | {{ Math.max(0, month.remainingAppts).toLocaleString() }} | {{ formatCurrency(month.revPerDay) }} | |||||
| Q{{ quarter.qtr }} TOTALS | {{ quarter.totals.days }} | {{ formatCurrency(quarter.totals.goal) }} | {{ formatCurrency(quarter.totals.actual) }} | {{ quarter.totals.appts.toLocaleString() }} | {{ formatCurrency(quarter.totals.dailyRev) }} | ||
Loading open deals...
Last 6 Months + Current Month
Open Deals by Estimator
{{ est.name }}
Pipeline Summary
Total Open Deals
{{ openDealsTotals.count.toLocaleString() }}
Total Pipeline Value
{{ formatCurrency(openDealsTotals.value) }}
Avg Deal Size
{{ formatCurrency(openDealsTotals.avgDeal) }}
Estimators Active
{{ openDealsTotals.estimatorCount }}
{{ month.label }} {{ month.deals.length }} deals
| Deal ID | Contact | Estimator | Value |
|---|---|---|---|
| {{ deal.deal_id }} | {{ deal.contact_name || '\u2014' }} | {{ deal.estimator_name }} | {{ formatCurrency(deal.value) }} |