Sales Dashboard
Sales performance across every funnel. Filter by funnel, dates and closer — every number below follows the filters.
1–30 Sept
Cash collected—Airtable not wired yet
Revenue generated—deal value of — sales, whether or not the cash has landed
Calls booked—valid sales calls — a reschedule counts once; cancellations, from the calendar or the post-call form, sit in the next card
Cancelled calls—cancellation rate lands with the first booking
Calls held—show rate lands with call data
No-shows—calls the closer filed as No Show
Sales—close rate lands with the first held call
Average order value—cash collected ÷ sales
Cash per booked call—cash 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 closersConnects when Airtable is wired in Config.
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.Connects when Airtable is wired in Config.
Why we are not closing
every held call that did not close, by the reason the closer logged · same funnel, dates and rep as aboveConnects when Airtable is wired in Config.
Post-call forms owed
Sales calls in the past with no outcome filed — click one to file it pre-filledConnects when Airtable is wired in Config.