Overview
Pipeline performance at a glance
Updates every 2 hours from 8:30am MST
Revenue sold
—
Total closed value
Total sets
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Appts scheduled
Dispositioned appts
—
Appts worked
Total leads
—
All sources
Closes
—
Closed stage
Conversion rates
Set rate
Goal: 18%
—
Sets / leads
Sit rate
Goal: 55%
—
Sits / dispositioned
Close rate
Goal: 30%
—
Closes / sits
Credit fail rate
—
Fails / dispositioned
Daily leads & closes
SetsSitsCloses
Leaderboard (Based on Revenue)
Setter performance
// Sets vs sits
SetsSits
Leaderboard (Based on Revenue)
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
ClosesSits
| Contact | Setter | Closer | Appt date | Disposition | Closer notes |
|---|