Sales Dashboard
Sales performance across every funnel. Filter by funnel, dates and closer — every number below follows the filters.
1–30 Sept
Cash collected$21,950$25,600 revenue generated — contracted value of the sales in this window
Revenue generated$25,600deal value of 6 sales, whether or not the cash has landed
Calls booked22valid sales calls — a reschedule counts once; cancellations, from the calendar or the post-call form, sit in the next card
Cancelled calls415.4% cancellation rate of 26 booked
Calls held1161.1% show rate — held ÷ (held + no-shows); cancellations and reschedules excluded · 4 past calls still waiting on a post-call form
No-shows738.9% no-show rate — calls the closer filed as No Show
Sales654.5% close rate · 6 of 11 held calls
Average order value$3,658cash collected ÷ sales
Cash per booked call$997.73cash 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$0.000 past its due date
Due in the next 3d$0.000 due today or within 3d — the window Slack chases on
Total still owed$5,5005 open, overdue and upcoming together
| Lead | What | Due | Owed | Closer | |
|---|---|---|---|---|---|
| Dennis WoodsFlip Lab Core | Instalment #3 | in 5d2026-10-05 | $1,100 | Owen Pratt | Record payment |
| Christina PattersonFlip Lab Starter | Instalment #2 | in 11d2026-10-11 | $750.00 | Owen Pratt | Record payment |
| Elijah HernandezFlip Lab Core | Instalment #1 | in 16d2026-10-16 | $1,217 | Owen Pratt | Record payment |
| Elijah HernandezFlip Lab Core | Instalment #2 | in 46d2026-11-15 | $1,217 | Owen Pratt | Record payment |
| Elijah HernandezFlip Lab Core | Instalment #3 | in 76d2026-12-15 | $1,217 | Owen Pratt | 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 | |
|---|---|---|---|---|---|---|
| Juan HendersonPCF-129 | Won | 2026-09-14 | $4,950 | Unlinked | Owen Pratt | |
| Arthur MitchellPCF-169 | Won | 2026-09-28 | $2,250 | $2,250 · 2026-09-28 · arthur.mitchell@example.comLinked automatically | Owen Pratt | |
| Matthew LopezPCF-164 | Deposit | 2026-09-23 | $750.00 | $750.00 · 2026-09-24 · matthewl@example.net$4,750 · 2026-09-26 · matthewl@example.netLinked automatically | Owen Pratt | |
| Elijah HernandezPCF-139 | Won | 2026-09-16 | $1,600 | $1,600 · 2026-09-16 · elijah.hernandez@example.comLinked automatically | Owen Pratt | |
| Kyle BakerPCF-143 | Won | 2026-09-16 | $2,400 | $2,400 · 2026-09-17 · kyleb@example.comLinked automatically | Owen Pratt | |
| Russell CoxPCF-108 | Won | 2026-09-04 | $5,250 | $5,250 · 2026-09-04 · russell74@example.orgLinked automatically | Owen Pratt |
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 calls116 closed, 5 did not
Reasons loggedAll of themevery non-close carries a reason
Logistics240%objection
- No space for inventory right now.Owen Pratt · 2026-09-16
- Works nights, unsure about the live calls.Owen Pratt · 2026-09-07
Other120%objection
- Wanted a different payment structure than we offer.Owen Pratt · 2026-09-04
Partner Approval120%objection
- Husband handles the finances — wants a second call with him on it.Owen Pratt · 2026-09-02
Think About It120%objection
- Wants to sleep on it.Owen Pratt · 2026-09-07
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. 4 sales calls in this window already happened with no form filed — invisible to every figure here.