Sales
Sales team
Leads, win rate, and invoicing by rep. Manager rates are separate from the rep rate and apply to new jobs.
9
Leads
5
Won
1
Lost
3
Still open
83%
Win rate
23 days
Median days to close
$57,300
Invoiced
Invoiced by rep
QuickBooks invoices in this range, credited to the sales rep on the deal.
| Rep | Customers invoiced | Invoiced | Share |
|---|---|---|---|
| Maya Chen | 2 | $57,300 | 100% |
Share of invoicing
Leads and win rate by rep
| Rep | Leads | Won | Lost | Open | Win rate | Days to close |
|---|---|---|---|---|---|---|
| Maya Chen | 9 | 5 | 1 | 3 | 83% | 23 |
By cause of loss
| Cause | Leads | Won | Lost | Win rate | Invoiced |
|---|---|---|---|---|---|
| Water | 6 | 3 | 0 | 100% | $15,000 |
| Fire | 2 | 1 | 1 | 50% | $42,300 |
| Mold | 1 | 1 | 0 | 100% | $0 |
Why deals were lost
| Reason | Deals | Share |
|---|---|---|
| Hired another company | 1 | 100% |
Leads and wins by month
Outcome by rep
Maya Chen