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) }} | ||
{{ openDealsWindowLabel }}
Open Deals by Estimator
{{ est.name }}
Pipeline Summary for Open Deals {{ openDealsSummaryTitleSuffix }}
Total Open Deals
{{ openDealsTotals.count.toLocaleString() }}
Total Pipeline Value
{{ formatCurrency(openDealsTotals.value) }}
Avg Deal Size
{{ formatCurrency(openDealsTotals.avgDeal) }}
Sorted by {{ openDealsSortLabel }} · {{ openDealsMonthly.length }} {{ openDealsMonthly.length === 1 ? 'month' : 'months' }}
{{ openDealsSearch.trim() ? 'No deals match your search.' : 'No open deals to show.' }}
|
{{ month.label }} · {{ month.deals.length }} {{ month.deals.length === 1 ? 'deal' : 'deals' }} · {{ formatCurrency(month.totalValue) }}
{{ month.deals.length }} {{ month.deals.length === 1 ? 'deal' : 'deals' }}
|
|||||
|
{{ deal.customer_name }}
#{{ deal.deal_id }}
|
{{ deal.estimator_name }} | {{ deal.appt_date_label }} {{ deal.appt_time }} — | {{ deal.city_label }} — | {{ formatCurrency(deal.value_num) }} — |
{{ deal.stage.label }}
▾
{{ deal.stage.label }}
Updating…
Moved ✓
Moved by another user — refresh
Deal no longer active
|
Couldn't load Company Outreach
The live data didn't come back. Check your connection and try again.
Detail: {{ coError }}
Companies in view
{{ coStats.companies.toLocaleString() }}
Triaged in view
{{ coStats.triaged.toLocaleString() }}
On outreach list
{{ coStats.outreach.toLocaleString() }}
Won $ in view
{{ formatCurrency(coStats.wonValue) }}
Outreach List
Companies you marked “Add to outreach list”, grouped by estimator.
{{ grp.estimator }} ({{ grp.companies.length }})
{{ coMeta.counts.companies.toLocaleString() }} commercial companies · {{ coMeta.counts.deals.toLocaleString() }} deals · {{ coMeta.counts.people.toLocaleString() }} people · {{ coMeta.counts.dnc }} DNC. Won $ computed from Pipeline “Won” deals. The outreach list is shared across estimators — export it to work outside the app.