2026-03-24 → 2026-06-22
New Leads
8
Leads Sold
1
Lead → Sold Rate
12.5%
Proposals Sent
7
Proposal Win Rate
28.6%
Proposal Value
$560,300
Contracts Signed
1
Signed Contract Value
$54,300
Lead Source Performance
| Source | Leads | Sold | Conversion | Volume |
|---|---|---|---|---|
| 1 | 0 | 0.0% | ||
| 2 | 0 | 0.0% | ||
| TikTok | 0 | 0 | 0.0% | |
| Website | 3 | 0 | 0.0% | |
| Referral | 2 | 1 | 50.0% | |
| Direct Mail | 0 | 0 | 0.0% | |
| Other | 0 | 0 | 0.0% |
Pipeline Funnel (Leads Created in Period)
New Lead
2
Appointment Scheduled
1
Follow-Up
2
Proposal Sent
1
Contract Out
1
Sold
1
Salesperson Performance
| Salesperson | Leads | Proposals | Signed | Signed Value | Close Rate |
|---|---|---|---|---|---|
| Jules Park | 2 | 2 | 1 | $54,300 | 50.0% |
| Riley Hobert | 3 | 3 | 0 | $0 | 0.0% |
| Marta Vega | 2 | 2 | 0 | $0 | 0.0% |
| Sam Okafor | 1 | 2 | 0 | $0 | 0.0% |