§ 01
The Snapshot
Right now, across the whole pipeline
§ 02
The Pipeline
Where every lead stands
Status Breakdown
All leads
Pipeline Value
$ by stage
§ 03
Response & Timing
The SLAs that actually matter
Time to First Contact
SLA ≤ 2h
—
avg across leads
Time to Quote Sent
SLA ≤ 24h
—
avg across quoted leads
Overdue Follow-ups
Past due date
—
leads with expired due dates
New Leads — Last 90 Days
By week
§ 04
Sources & Geography
Where leads come from — and where they're won
Top Lead Sources
Volume · Win rate · Value
LA Area Performance
By job value
§ 05
Things to Improve
Auto-flagged based on your data
§ 06
Every Lead
Sorted by urgency
|
Lead |
Status |
Source |
Area |
Value |
Age |
Last Update |