Sales Intelligence

Sales Performance Snapshot

Estimates	Approved	Approval Rate %	Estimate Value †	Lost	Open	Approved Value †	Approved Dollar Share %	Open Pipeline †

Approval Rate by Sales Rep

0.030.060.090.0

Open Pipeline by Sales Rep

$0.0$100k$200k$300k

Monthly Approval Rate and Approved Dollar Share

Approval Rate %

FebMarAprMayJunJul

Representative Performance Detail

Sales Rep	Estimates	Approved	Approval Rate %	Estimate Value †	Lost	Open	Approved Value †	Approved Dollar Share %	Open Pipeline †

Lead Conversion for Leads at Least 30 Days Old

Leads created1,845

Reached estimate1,568

Reached approval1,013

Estimate Conversion by Size for Estimates at Least 30 Days Old

Estimate Size	Estimates	Approved	Approval Rate %	Estimate Value †	Approved Value †	Approved Dollar Share %	Lost	Open
Under $1K	552	434	78.6	$51.2k	$38.9k	76.0	46	72
$1K–$2.5K	723	513	71.0	$206k	$143k	70.0	82	128
$2.5K–$5K	727	441	60.7	$428k	$253k	59.4	83	203
$5K–$10K	386	207	53.6	$437k	$228k	52.2	46	133
$10K+	124	47	37.9	$391k	$163k	41.6	12	65

Lead Conversion by Established Source (25+ YTD Leads)

Lead Source	Leads 30+ Days Old	Reached Estimate	Lead-to-Estimate %	Reached Approval	Lead-to-Approval %	Approved Value †
Channel 01	351	280	79.8	215	61.3	$93.0k
Channel 02	218	185	84.9	110	50.5	$58.1k
Channel 03	180	138	76.7	70	38.9	$30.4k
Channel 04	142	120	84.5	62	43.7	$29.4k

Lost Lead Reasons

No response38

Duplicate19

Not serious14

Scheduled8

Too far out6

Time to Approval for Approved Estimates

Time to Approval	Approved	Approved Value †	Share of Approved %
Same day	1.24k	$598k	60.6
1–3 days	222	$124k	10.8
4–7 days	152	$75.8k	7.4
8–14 days	154	$84.7k	7.5
15–30 days	148	$69.0k	7.2
31+ days	91	$48.3k	4.4

Lead-to-Estimate Conversion by Lead Month

JanFebMarAprMayJunJul

Total Open Pipeline

$767k †

Open Estimate Count

864

Pipeline Aged 91+ Days

$303k †

Open Pipeline by Age Bucket

91+ days$306k

61–90 days$61k

31–60 days$156k

15–30 days$90k

0–14 days$156k

Open Pipeline Value by Sales Rep and Age

Sales Rep	Open Estimates	Open Pipeline †	0–14 Day †	15–30 Day †	31–60 Day †	61–90 Day †	91+ Day †	91+ Share %
Representative A	225	$182k	$20k	$30k	$23k	$9k	$101k	55.1
Representative B	307	$260k	$76k	$30k	$61k	$22k	$71k	27.3
Representative C	277	$282k	$47k	$20k	$56k	$31k	$129k	45.5
Representative D	40	$31k	$6k	$10k	$14k	$0	$0	0.0
Representative E	4	$3k	$0.5k	$0	$0	$0	$2k	81.9
Representative F	11	$8k	$6k	$0.1k	$2k	$0	$0	0.0

Open Estimate Follow-Up by Last Recorded Email Activity

Last Recorded Email Activity	Open Estimates	Open Pipeline †	Needs Follow-Up	Follow-Up Value †	Follow-Up Share %
Clicked	280	$267k	140	$121k	50.0
Opened	181	$145k	81	$74k	44.8
Delivered	20	$18k	8	$7k	40.0
Bounced	5	$3k	3	$2k	60.0
No recorded email activity	378	$335k	365	$318k	96.6

Leads Not Marked Completed or Lost by Current Status

Estimate scheduled264

Contacted37

Working draft23

New lead15

Town Sales Snapshot

Estimates	Approved	Approval Rate %	Lost	Open	Approved Value †	Open Pipeline †
3.22k	2.05k	63.5	311	864	$1.02M	$767k

Top Towns by Approved Value

Market 01$75k

Market 02$46k

Market 03$46k

Market 04$43k

Market 05$36k

Market 06$31k

Top Towns by Open Pipeline

Market 06$37k

Market 02$31k

Market 08$31k

Market 03$26k

Market 05$22k

Market 04$19k

Town Performance Detail

Town	Estimates	Approved	Approval Rate %	Lost	Open	Approved Value †	Open Pipeline †
Market 01	277	220	79.4	20	37	$75k	$22k
Market 02	137	113	82.5	5	19	$43k	$12k
Market 03	112	90	80.4	10	12	$44k	$15k
Market 04	111	87	78.4	3	21	$45k	$9k
Market 05	100	82	82.0	4	14	$40k	$11k
Market 06	97	56	57.7	11	30	$36k	$16k

Revenue Realization Snapshot

Invoices	Invoice Value †	Paid †	Paid Share %	Amount Due †
1.69k	$889k	$668k	75.3	$219k

Monthly Revenue Realization

Invoice Value †Paid †