Sales Dashboard
Sales performance across every funnel. Filter by funnel, dates and closer — every number below follows the filters.
1–30 Sept
Cash collected$5,900$10,450 revenue generated — contracted value of the sales in this window
Revenue generated$10,450deal value of 3 sales, whether or not the cash has landed
Calls booked7valid sales calls — a reschedule counts once; cancellations, from the calendar or the post-call form, sit in the next card
Cancelled calls112.5% cancellation rate of 8 booked
Calls held583.3% show rate — held ÷ (held + no-shows); cancellations and reschedules excluded · 1 past call still waiting on a post-call form
No-shows116.7% no-show rate — calls the closer filed as No Show
Sales360.0% close rate · 3 of 5 held calls
Average order value$1,967cash collected ÷ sales
Cash per booked call$842.86cash 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$9,7502 past its due date
Due in the next 3d$0.000 due today or within 3d — the window Slack chases on
Total still owed$14,3008 open, overdue and upcoming together, 2 of them deposit balances
| Lead | What | Due | Owed | Closer | |
|---|---|---|---|---|---|
| PCF-43 · harold.bailey@example.com · Deposit · 2026-08-03Flip Lab Core | Deposit balance | 52d overdue2026-08-09 | $5,000 | Nate Ellis | Record payment |
| PCF-51 · henryg@example.com · Deposit · 2026-08-08Flip Lab Core | Deposit balance | 47d overdue2026-08-14 | $4,750 | Nate Ellis | Record payment |
| Shirley CruzFlip Lab Core | Instalment #1 | in 17d2026-10-17 | $816.67 | Nate Ellis | Record payment |
| Joseph PattersonSourcing Desk x2 | Instalment #1 | in 24d2026-10-24 | $700.00 | Nate Ellis | Record payment |
| Shirley CruzFlip Lab Core | Instalment #2 | in 47d2026-11-16 | $816.67 | Nate Ellis | Record payment |
| Joseph PattersonSourcing Desk x2 | Instalment #2 | in 54d2026-11-23 | $700.00 | Nate Ellis | Record payment |
| Shirley CruzFlip Lab Core | Instalment #3 | in 77d2026-12-16 | $816.67 | Nate Ellis | Record payment |
| Joseph PattersonSourcing Desk x2 | Instalment #3 | in 84d2026-12-23 | $700.00 | Nate Ellis | Record payment |
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 | |
|---|---|---|---|---|---|---|
| Gabriel TaylorPCF-158 | Won | 2026-09-28 | $2,500 | $2,500 · 2026-09-28 · gabriel67@example.orgLinked automatically | Nate Ellis | |
| Joseph PattersonPCF-166 | Won | 2026-09-24 | $900.00 | $900.00 · 2026-09-24 · jpatterson1@example.comLinked automatically | Nate Ellis | |
| Shirley CruzPCF-146 | Won | 2026-09-16 | $2,500 | $2,500 · 2026-09-17 · shirley75@example.orgLinked automatically | Nate Ellis |
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 it—Nobody in this window gave money as the reason.
Held calls53 closed, 2 did not
Reasons loggedAll of themevery non-close carries a reason
Fear150%objection
- Worried about buying inventory that does not sell.Nate Ellis · 2026-09-14
Trust150%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. 1 sales call 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| Lead | Call time | Closer | |
|---|---|---|---|
| Diane Nelson | 23 Sept, 07:30 PDT | Nate Ellis | File it |