Head Office
CRM Reports
Summary reporting for lead acquisition, conversion, sales pipeline, and estimator workload.
Pipeline By Stage
New
1
$85,000
Qualified
1
$145,000
Site Visit Scheduled
1
$62,000
Converted
1
$98,000
Estimate In Progress
1
$210,000
Lost
1
$48,000
Lead Sources
Referral
33.3%
2 leads
Walk-In
16.7%
1 leads
Website
16.7%
1 leads
Direct
16.7%
1 leads
Facebook
16.7%
1 leads