Sales manager
Sales packet
Marcus’s spread: live dollars, who is actually closing, quotes about to die, and iron that is double-promised. Elena can open this too.
Live pipeline
$374,600
7 live quotes
Close rate
50%
1 won / 1 lost
Expiring in 3 days
4
Tomorrow’s lost rate if nobody dials
Credit-hold dollars
$42,900
1 live quotes blocked by AR
Rep scorecard
Live pipeline by salesperson. Close rate is won vs lost, not vs still-open paper.
| Rep | Live $ | Live # | Won $ | Close | Expiring |
|---|---|---|---|---|---|
Sofia Alvarez | $148,800 | 3 | $41,200 | 50% | 2 |
Marcus Hale | $136,600 | 3 | $0 | 0% | 2 |
Derek Holt | $89,200 | 1 | $0 | 0% | 0 |
Funnel by stage
- draft1 · $27,600
- sent3 · $182,900
- follow up3 · $164,100
- won1 · $41,200
- lost1 · $18,450
Yard position
What sales can still promise. Reserved/prep is already spoken for.
Available to sell
10 · $394,250
Reserved / prep
2
New on the pad
5 · $275,800
Used on the pad
5 · $118,450
Quotes at risk
Credit hold, double-commit, and expiry — the three ways a live deal dies this week.
- holdQ-26079 · Baytown Port Logistics · $42,900East
- reservedQ-26088 · Katy Distribution Co-op shares a unit
- reservedQ-26096 · Ship Channel Packaging shares a unit
- follow upQ-26091 · Gulf Coast Frozen Foods · in 3 days$54,800
- follow upQ-26088 · Katy Distribution Co-op · tomorrow$58,800
- follow upQ-26079 · Baytown Port Logistics · yesterday$42,900
- follow upQ-26105 · Cinco Ranch Foods · in 2 days$62,400
Pipeline by rooftop
- North5 live · $223,000
- East3 live · $159,700
- West2 live · $121,200
Lost reasons
- Price / used broker1 · $18,450