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SALES REP PORTAL

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Good morning — here's your snapshot for Tuesday, July 1, 2026
$12,440
Pipeline (this month)
↑ +18% vs last month
8
Active leads
3 need follow-up today
3
Jobs dispatched
↑ 2 pending completion
$4,890
Revenue closed (MTD)
↑ On track for $8K target
42%
Avg gross margin
↑ Above 40% target

Pipeline by Stage

New (2)
Qualified (3)
Proposal Sent (2)
Closing (1)
New Lead
Qualified
Proposal Sent
Closing

Active Leads

LeadCityServiceEst. ValueStageLast ContactAction
Capitol Federal Group
Donna Williams
Washington, DCStructured Cabling $1,800 Proposal Sent Jun 29
Peachtree Urgent Care
Marcus Reid
Atlanta, GAVoIP / Managed IT $5,380/yr Qualified Jun 27
Harbor Logistics LLC
James Porter
Baltimore, MDBreak-Fix + Cabling $2,200 Closing Today
Dearborn Parts Co
Tanya Holt
Detroit, MINetwork Monitoring $1,788/yr New Lead Jun 30

Jobs In Progress

Job #ClientStatus
DRS-041Capitol Federal GroupDispatched
DRS-042Metro Dental GroupOn-Site
DRS-043SC Dept of RevenueComplete

Quick Margin Check

Full Calculator →
Gross Margin
34.2%
Gross Profit
$143