Monthly Sales Summary

Select a month to see its deals

Summary ▾

Deal Details ▾

Month	Deals	Contacts	Cabinet	Backsplash	Bath	Fixture	Granite	Trend	Other	Total

No deals in this period

Monthly Installation Summary

2% corporate royalty · 1.5% ad & marketing fund, by close month

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Month	Total sales	Royalty to corporate · 2%	Ad & marketing fund · 1.5%

No sales in this period

Closed jobs - Detail

Closed jobs by customer, city, month & job number, with category totals

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Customer	Jobs	Cabinet	Backsplash	Bath	Fixture	Granite	Trend	Other	Total

No closed jobs in this period

Pending Jobs

Production deals excluding Job Closed and both Installation Completed payment stages · · date filter uses contract (create) date

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Customer	Contract date	Job #	Installation month	Deal name	Deal Stage	Total Amount	Amount received	Balance

No open production deals

Installation not completed

Production-pipeline deals in the Installation Scheduled stage with a scheduled date and no Installation Completed Date · · date filter uses contract (create) date

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Customer	Deal name	Contract date	Installation scheduled date	Installation Completed Date

No scheduled installations

Fixture order list

All Production-pipeline deals with fixture, sink & faucet detail · · date filter uses contract (create) date

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Customer	Job #	Contract date	Installation month	Fixtures	Sink make/model	Faucet make/model

No production deals in this period

Installations completed by month

Deals with a recorded Contract Signed / Deposit Received date · · date filter uses completion date

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Contract month	Jobs	days to complete	Closed amount

No Installations completed

Installed sales report

Installations completed — payment received or payment not received — by month and installation completed date · · date filter uses completion date

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Month	Installation completed date	Installations	Deal amount

No installations completed

Deals closed by salesperson

Closed jobs with sales rep & category ·

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Sales rep	Deals	Total sales	Cabinet	Backsplash	Bath	Fixture	Granite	Trend	Other

No closed deals in this period

Lead source

Distinct franchise contacts by source · · selected created-date range and search

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(Count) contacts

Contact sources — closed jobs

Distinct contacts on Job Closed deals ·

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(Count) contacts

Detail Sales

Closed-won sales pipeline deals ·

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Customer name	City	Contract date	Job number	Amount	Sales rep name

No closed sales

County / city sales

Total sales by county — expand a county for its cities

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County	Deals	Amount

No sales in this period

Zip code sales

Closed sales by postal code — expand for the underlying deals

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Zip code	City	Deals closed	Amount

No sales in this period

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