ROOFIX
Inside Sales // Dashboard
Updates every 2 hours starting at 8:30am MST
// Overview
// Setters
// Closers
// Appointments
DATE RANGE
ALL TIME
▾
PRESETS
‹
›
TO
UPDATE
CANCEL
// FILTERED
Total sets
—
APPTS SCHEDULED
Dispositioned appts
—
APPTS WORKED
Total leads
—
ALL SOURCES
Closes
—
CLOSED STAGE
Set rate
—
SETS / TOTAL LEADS
Sit rate
—
SITS / DISPOSITIONED
Close rate
—
CLOSES / SITS
Credit fail rate
—
FAILS / DISPOSITIONED
Leaderboard
Setter performance
// Sets vs sits
Sets
Sits
Leaderboard
Disposition summary
Set Return
—
—
OF APPTS
No Sales
—
—
OF APPTS
Credit Fails
—
—
OF APPTS
No Shows
—
—
OF APPTS
Cancels
—
—
OF APPTS
Reschedules
—
—
OF APPTS
Closes
—
—
OF APPTS
Total Sits
—
—
OF APPTS
Closer performance
// Closes vs sits
Closes
Sits
All Setters
All Closers
All Dispositions
▾
CLEAR
Contact
Setter
Closer
Appt date
Disposition
Closer notes