Estimates This Week
15
Installations Scheduled
8
Contracts Signed
6
Monthly Revenue
$124,000
Sales Pipeline
28
Lead Captured
15
Estimate Scheduled
10
In-Home Demo Done
6
Contract Signed
8
Install Scheduled
12
Completed
Active Estimates
| Customer | Project Size | Type | Estimator | Date | Status | Est. Value |
|---|---|---|---|---|---|---|
| Johnson Residence | 8 windows | Replacement | Marcus | Jul 28 | Demo Done | $6,400 |
| Smith Home | 12 windows + 2 doors | Full Replace | Sarah | Jul 29 | Estimate Scheduled | $14,200 |
| Patel Property | 4 windows | Insert | David | Jul 28 | Contract Signed | $3,200 |
| Wilson Condo | 2 sliding doors | Patio Door | Lisa | Jul 30 | Lead Captured | $2,800 |
Territory Management
This Week's Coverage
North Territory (Marcus)
6 estimates, 2 installs
South Territory (Sarah)
5 estimates, 3 installs
East Territory (David)
4 estimates, 2 installs
West Territory (Lisa)
3 estimates, 1 installs
Installation Schedule
Patel Property — 4 window inserts
8:00 AM
Johnson Residence — 8 windows
7:00 AM (full day)
Wilson Condo — 2 sliding doors
9:00 AM
Smith Home — 12 windows + 2 doors
7:00 AM (2 days)
AI Upsell Recommendations
Auto-generated for active estimates
Johnson Residence (8 windows): Window film UV protection — 35% accept rate, avg $400. Script ready.
Smith Home (12 windows + 2 doors): Smart lock upgrade on doors — 40% accept rate, avg $250/door. Script ready.
Patel Property (4 windows): Storm window add-on — 20% accept rate, avg $600. Script ready.