Sales Dashboard
Sales performance across every funnel. Filter by funnel, dates and closer — every number below follows the filters.
1–30 Sept
Cash collected$13,300$25,000 revenue generated — contracted value of the sales in this window
Revenue generated$25,000deal value of 4 sales, whether or not the cash has landed
Calls booked18valid sales calls — a reschedule counts once; cancellations, from the calendar or the post-call form, sit in the next card
Cancelled calls15.3% cancellation rate of 19 booked
Calls held1676.2% show rate — held ÷ (held + no-shows); cancellations and reschedules excluded
No-shows523.8% no-show rate — calls the closer filed as No Show
Sales425.0% close rate · 4 of 16 held calls
Average order value$3,325cash collected ÷ sales
Cash per booked call$738.89cash collected ÷ calls booked — no-shows stay in the denominator
Post-call formFile a sales call outcomePayment collectedAn instalment or deposit balance that landed
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 closersOverdue$5,0001 past its due date
Due in the next 3d$0.000 due today or within 3d — the window Slack chases on
Total still owed$21,30013 open, overdue and upcoming together, 2 of them deposit balances
| Lead | What | Due | Owed | Closer | |
|---|---|---|---|---|---|
| PCF-100 · linda.mitchell@example.com · Deposit · 2026-08-27Flip Lab Core | Deposit balance | 26d overdue2026-09-04 | $5,000 | Ethan Rhodes | Record payment |
| Jacob MartinezFlip Lab Elite | Instalment #1 | in 8d2026-10-08 | $1,700 | Ethan Rhodes | Record payment |
| Danielle RobinsonFlip Lab Elite | Instalment #2 | in 17d2026-10-17 | $2,675 | Ethan Rhodes | Record payment |
| Benjamin KimFlip Lab Core | Instalment #2 | in 20d2026-10-20 | $1,925 | Ethan Rhodes | Record payment |
| Judy WatsonFlip Lab Core | Instalment #1 | in 21d2026-10-21 | $1,283 | Ethan Rhodes | Record payment |
| Joyce RamosFlip Lab Core | Instalment #1 | in 28d2026-10-28 | $916.67 | Ethan Rhodes | Record payment |
| Jacob MartinezFlip Lab Elite | Instalment #2 | in 38d2026-11-07 | $1,700 | Ethan Rhodes | Record payment |
| Judy WatsonFlip Lab Core | Instalment #2 | in 51d2026-11-20 | $1,283 | Ethan Rhodes | Record payment |
| Joyce RamosFlip Lab Core | Instalment #2 | in 58d2026-11-27 | $916.67 | Ethan Rhodes | Record payment |
| Jacob MartinezFlip Lab Elite | Instalment #3 | in 68d2026-12-07 | $1,700 | Ethan Rhodes | Record payment |
| Judy WatsonFlip Lab Core | Instalment #3 | in 81d2026-12-20 | $1,283 | Ethan Rhodes | Record payment |
| Joyce RamosFlip Lab Core | Instalment #3 | in 88d2026-12-27 | $916.67 | Ethan Rhodes | Record payment |
| Judy WatsonFlip Lab Core | Unscheduled balance | no due dateset a follow-up date on the deal | $0.01 | Ethan Rhodes | Record payment |
1 row has no due date, so nothing will ever chase it — they sort last.
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.| Lead | Close | Call | On the call | Payments | Closer | |
|---|---|---|---|---|---|---|
| Joyce RamosPCF-168 | Won | 2026-09-25 | $2,750 | $2,750 · 2026-09-28 · joyce.ramos@example.netLinked automatically | Ethan Rhodes | |
| Judy WatsonPCF-155 | Won | 2026-09-21 | $1,650 | $1,650 · 2026-09-21 · judy.watson@example.comLinked automatically | Ethan Rhodes | |
| Jacob MartinezPCF-177 | Won | 2026-09-03 | $3,400 | $3,400 · 2026-09-09 · jmartinez@example.comLinked automatically | Ethan Rhodes | |
| Jeremy McDonaldPCF-110 | Deposit | 2026-09-02 | $750.00 | $750.00 · 2026-09-02 · jeremy.mcdonald@example.com$4,750 · 2026-09-05 · jeremy.mcdonald@example.comLinked automatically | Ethan 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 aboveCannot afford it4 of 1233% of every held call that did not close — 4 said no on price after the pitch, 0 were disqualified for it
Held calls164 closed, 12 did not
Reasons loggedAll of themevery non-close carries a reason
Can't afford it433%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 It325%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
Not a Fit217%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
Fear18%objection
- Scared to put money in without a guarantee.Ethan Rhodes · 2026-09-18
Logistics18%objection
- No space for inventory right now.Ethan Rhodes · 2026-09-03
Partner Approval18%objection
- Needs to run it past their wife before committing.Ethan Rhodes · 2026-09-19
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.
Post-call forms owed
Sales calls in the past with no outcome filed — click one to file it pre-filledNothing owed — every held call has its outcome filed.