Monthly Royalty Sales Summary

Select a month to see its deals

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Month	Deals	Contacts	Cabinet	Backsplash	Bath	Fixture	Granite	Trend	Other	Total

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

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

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

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Customer	Jobs	Cabinet	Backsplash	Bath	Fixture	Granite	Trend	Other	Total

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.

Pending Jobs

Open deals in the Production pipeline (not Job Closed) · · date filter uses contract (create) date

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

No open production deals Every Production-pipeline deal has reached Job Closed, or none match your search.

Installation not completed

Production-pipeline deals in the Installation Scheduled stage · · date filter uses contract (create) date

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Customer	Deal name	Contract date	Installation scheduled date

No scheduled installations No Production pipeline deals in the Installation Scheduled stage match the Contract date range and search.

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 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

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Contract month	Jobs	days to complete	Closed amount

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 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 No Production pipeline deals in either Installation Completed stage match the completion-date range and search.

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 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

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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 No closed-won sales pipeline deals match the selected date range and search.

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 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

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Zip code	City	Deals closed	Amount

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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