Monthly Royalty Sales Summary
Select a month to see its deals
No deals in this period Widen the close-date range or clear the search to see Dallas sales.
Sales & corporate royalty
2% corporate royalty · 1.5% ad & marketing fund, by close month
No sales in this period Only deals with a known total show here. Widen the close-date range to see royalty owed.
Detail sales — closed jobs
Closed jobs by customer, city, month & job number, with category totals
No closed jobs in this period This report shows deals in the Job Closed stage. Widen the range, or set the closed-stage id in the franchise config.
Production backlog — not closed
Open deals in the Production pipeline (not Job Closed) · · date filter uses contract (create) date
No open production deals Every Production-pipeline deal has reached Job Closed, or none match your search.
Installation not completed
Production-pipeline deals not yet moved to Job Closed · · date filter uses contract (create) date
No open production deals Every Production-pipeline deal has reached Job Closed, or none match your search.
Fixture order list
All Production-pipeline deals with fixture, sink & faucet detail · · date filter uses contract (create) date
No production deals in this period Widen the date range or clear the search to see fixture orders.
Jobs completed by month
Deals with a recorded Contract Signed / Deposit Received date · · date filter uses completion date
No completed jobs No deals have a recorded Contract Signed / Deposit Received date yet, or the stage id isn’t configured.
Installed sales report
Installations completed & payment received, by month and salesperson · · date filter uses completion date
No installations completed No deals have reached Installation Completed / payment received yet, or the stage id isn’t configured.
Deals closed by salesperson
Closed jobs with sales rep & category ·
No closed deals in this period This report shows Job Closed deals with a known close date. Widen the date range or clear the search.
Contact sources
Distinct franchise contacts by source · · all time
(Count) contacts
Contact sources — closed jobs
Distinct contacts on Job Closed deals ·
(Count) contacts
Detail Sales
Deals with customer, sale category & city populated ·
No complete records This list only shows deals with customer name, sale category, and city all populated.
County / city sales
Total sales by county — expand a county for its cities
No sales in this period Widen the date range or clear the search to see county/city sales.
Zip code sales
Closed sales by postal code — expand for the underlying deals
No sales in this period Widen the date range or clear the search to see zip-code sales.
Submit monthly sales & royalty
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