Sales Dashboard

Sales performance across every funnel. Filter by funnel, dates and closer — every number below follows the filters.

1–30 Sept
Cash collected$62,150$93,800 revenue generated — contracted value of the sales in this window
Revenue generated$93,800deal value of 19 sales, whether or not the cash has landed
Calls booked63valid sales calls — a reschedule counts once; cancellations, from the calendar or the post-call form, sit in the next card
Cancelled calls811.3% cancellation rate of 71 booked
Calls held4575.0% show rate — held ÷ (held + no-shows); cancellations and reschedules excluded · 7 past calls still waiting on a post-call form
No-shows1525.0% no-show rate — calls the closer filed as No Show
Sales1942.2% close rate · 19 of 45 held calls
Average order value$3,271cash collected ÷ sales
Cash per booked call$986.51cash collected ÷ calls booked — no-shows stay in the denominator

Money owed

The deals matching the filters above — scheduled instalments and deposit balances, soonest due first. Overdue is worked out from the due date, not the status field. Not filtered by the date range above.Just mineAll closers
Nothing owed on the deals matching these filters — clear them, or switch to All closers, to see the rest.

Closes and payments

Every Won and Deposit form in the date range above, with the processor payment(s) that paid for it. Linked automatically — by the same lead, or by AI on name, amount and date when the buyer paid under another email. Change it if it is wrong; a close with no payment shows as Unlinked.
LeadCloseCallOn the callPaymentsCloser
Juan HendersonPCF-129Won2026-09-14$4,950UnlinkedOwen Pratt
Gabriel TaylorPCF-158Won2026-09-28$2,500$2,500 · 2026-09-28 · gabriel67@example.orgLinked automaticallyNate Ellis
Arthur MitchellPCF-169Won2026-09-28$2,250$2,250 · 2026-09-28 · arthur.mitchell@example.comLinked automaticallyOwen Pratt
Joyce RamosPCF-168Won2026-09-25$2,750$2,750 · 2026-09-28 · joyce.ramos@example.netLinked automaticallyEthan Rhodes
Joseph PattersonPCF-166Won2026-09-24$900.00$900.00 · 2026-09-24 · jpatterson1@example.comLinked automaticallyNate Ellis
Matthew LopezPCF-164Deposit2026-09-23$750.00$750.00 · 2026-09-24 · matthewl@example.net$4,750 · 2026-09-26 · matthewl@example.netLinked automaticallyOwen Pratt
Judy WatsonPCF-155Won2026-09-21$1,650$1,650 · 2026-09-21 · judy.watson@example.comLinked automaticallyEthan Rhodes
Charles PattersonPCF-142Won2026-09-17$2,100$2,100 · 2026-09-21 · charles.patterson@example.netLinked automaticallyTheo Lindqvist
Kenneth CarterPCF-147Won2026-09-17$1,650$1,650 · 2026-09-18 · kenneth.carter@example.comLinked automaticallyTheo Lindqvist
Patrick CampbellPCF-148Deposit2026-09-17$750.00$750.00 · 2026-09-17 · patrickc@example.net$4,750 · 2026-09-21 · patrickc@example.netLinked automaticallyTheo Lindqvist
Elijah HernandezPCF-139Won2026-09-16$1,600$1,600 · 2026-09-16 · elijah.hernandez@example.comLinked automaticallyOwen Pratt
Kyle BakerPCF-143Won2026-09-16$2,400$2,400 · 2026-09-17 · kyleb@example.comLinked automaticallyOwen Pratt
Shirley CruzPCF-146Won2026-09-16$2,500$2,500 · 2026-09-17 · shirley75@example.orgLinked automaticallyNate Ellis
Darnell WrightPCF-131Won2026-09-12$5,500$5,500 · 2026-09-12 · darnell23@example.netLinked automaticallyTheo Lindqvist
Keisha GomezPCF-125Deposit2026-09-09$500.00$500.00 · 2026-09-09 · keisha75@example.net$5,000 · 2026-09-11 · keisha75@example.netLinked automaticallyTheo Lindqvist
Walter FloresPCF-123Deposit2026-09-08$750.00$750.00 · 2026-09-08 · walter.flores@example.comLinked automaticallyTheo Lindqvist
Russell CoxPCF-108Won2026-09-04$5,250$5,250 · 2026-09-04 · russell74@example.orgLinked automaticallyOwen Pratt
Jacob MartinezPCF-177Won2026-09-03$3,400$3,400 · 2026-09-09 · jmartinez@example.comLinked automaticallyEthan Rhodes
Jeremy McDonaldPCF-110Deposit2026-09-02$750.00$750.00 · 2026-09-02 · jeremy.mcdonald@example.com$4,750 · 2026-09-05 · jeremy.mcdonald@example.comLinked automaticallyEthan Rhodes

Why we are not closing

every held call that did not close, by the reason the closer logged · same funnel, dates and rep as above
Cannot afford it4 of 2615% of every held call that did not close — 4 said no on price after the pitch, 0 were disqualified for it
Held calls4519 closed, 26 did not
Reasons loggedAll of themevery non-close carries a reason
Partner Approval519%objection
  • Needs to run it past their wife before committing.Theo Lindqvist · 2026-09-25
  • Needs to run it past their wife before committing.Ethan Rhodes · 2026-09-19
  • Needs to run it past their wife before committing.Theo Lindqvist · 2026-09-12
  • Husband handles the finances — wants a second call with him on it.Theo Lindqvist · 2026-09-05
  • Husband handles the finances — wants a second call with him on it.Owen Pratt · 2026-09-02
Can't afford it415%objection
  • Wanted to start with something smaller first.Ethan Rhodes · 2026-09-16
  • Said the full programme is more than they can put down this month.Ethan Rhodes · 2026-09-14
  • Liked everything but balked at the price once we got to numbers.Ethan Rhodes · 2026-09-04
  • Wanted to start with something smaller first.Ethan Rhodes · 2026-09-03
Think About It415%objection
  • Said they would think it over this weekend.Ethan Rhodes · 2026-09-25
  • Wants to sleep on it.Ethan Rhodes · 2026-09-25
  • Said they would think it over this weekend.Ethan Rhodes · 2026-09-25
  • Wants to sleep on it.Owen Pratt · 2026-09-07
Logistics312%objection
  • No space for inventory right now.Owen Pratt · 2026-09-16
  • Works nights, unsure about the live calls.Owen Pratt · 2026-09-07
  • No space for inventory right now.Ethan Rhodes · 2026-09-03
Timing312%objection
  • Busy season at work until the new year.Theo Lindqvist · 2026-09-17
  • Busy season at work until the new year.Theo Lindqvist · 2026-09-16
  • Moving house next month, wants to start after.Theo Lindqvist · 2026-09-03
Fear28%objection
  • Scared to put money in without a guarantee.Ethan Rhodes · 2026-09-18
  • Worried about buying inventory that does not sell.Nate Ellis · 2026-09-14
Not a Fit28%disqualified
  • Scared to put money in without a guarantee.Ethan Rhodes · 2026-09-24
  • Under 18, ended the call politely.Ethan Rhodes · 2026-09-10
Other28%objection
  • Lost connection twice, call ended early.Theo Lindqvist · 2026-09-16
  • Wanted a different payment structure than we offer.Owen Pratt · 2026-09-04
Trust14%objection
  • Wanted to speak to a current student first.Nate Ellis · 2026-09-23

Counted per call, once. A call counts as cannot afford it when either field says so — the objection the closer picked after the pitch, or a disqualification for not being able to invest — because a lead disqualified for having no money never gets an objection recorded at all. Everything else resolves to the disqualification where there is one. 7 sales calls in this window already happened with no form filed — invisible to every figure here.

Post-call forms owed

Sales calls in the past with no outcome filed — click one to file it pre-filled
LeadCall timeCloser
Richard Watson30 Sept, 14:00 PDTOwen PrattFile it
Bryan Moore30 Sept, 14:00 PDTTheo LindqvistFile it
Kenneth Lopez30 Sept, 13:00 PDTOwen PrattFile it
Susan Harris29 Sept, 07:00 PDTOwen PrattFile it
Grace Mendoza28 Sept, 22:00 PDTTheo LindqvistFile it
Sophia Harrison25 Sept, 11:30 PDTOwen PrattFile it
Diane Nelson23 Sept, 07:30 PDTNate EllisFile it