Your sales figure is the only number your business produces
Enquiries, estimates, conversions and what was lost — by count and by value, by person and by location. Everything your billing software cannot tell you.
When the sales figure falls, nothing tells you why
You know what you sold last month.
It comes off the billing software, and for most businesses in this trade that is the whole of the reporting.
So when the month is bad, there is no way to tell which step gave way — whether fewer people came in, or the same number came in and fewer were quoted, or plenty were quoted and nobody rang them back.
A result with no explanation is why the usual response is to tell everybody to try harder.
Two numbers, because they tell different stories
Every estimate sits in one of three states — open, succeeded, lost — each with a count, a value, and a percentage.
Every figure opens. Click a value and you get the estimates behind it.Nothing on this dashboard is a number you have to take on trust — it is all a list underneath, and all of it exports to Excel.
Count- How busy your team is — forty per cent converting sounds respectable
Value- How the business is doing — until you see that forty per cent was a quarter of the value
- Closing the easy small ones — and losing the ones that mattered
Conversion against number of follow-ups
This is the one nobody expects, and it is the most useful table on the dashboard.
The point is whose numbers these are. Not an industry average — what happened when YOUR team followed up more.The point is whose numbers they are. Every consultant in India will tell a showroom owner to follow up more. This shows what happened when your team followed up more, with your customers, last quarter.
That is not advice. It is the argument for the discipline, made with the only evidence a sceptical salesman cannot dismiss — and it is clickable, so you can go from a row in the table to the specific estimates that sat there uncalled.
Seven tables, not one leaderboard
Ranked by count and by value, across all three statuses — and not just for your own team.
- Estimate creators — who is writing them
- Salespeople — who is closing them
- Architects — whose referrals turn into sales
- Partners — and what they bring
- Contractors — counted the same way
- Other influencers — anybody who shapes the sale
- Referral sources — the customer who told his brother
Which salesman converts whatYou half know this already. The table settles the argument rather than starting one.
Which architect's referrals become salesA question nobody in this trade has been able to answer, because until now nobody was counting.
Conversion rate by activity
You configured your own activities — site visit, drawings collected, estimate submitted, whatever your sale contains.
This shows the conversion rate against each.
Which turns a management question into an answerable one. Is a site visit worth the afternoon it costs? Do estimates with drawings collected close better than those without?
You stop telling your team to try harder and start telling them which specific thing to do more of.
Products that get asked about, and products that never do
Every item is either active — appearing in estimates — or not.
With counts, quantities, and the value of the estimates it appeared in.
That is a different question from what sold. Something quoted forty times and bought twice is telling you something; so is something nobody has quoted in eight months.
The same information sits on the platform view, where it belongs to a bigger argument about what you should be stocking.
The dashboard is your login screen
Any date range. One location or all of them. Every figure clickable, every list exportable.
And it is the first screen you see — on the app and on the web, the dashboard is the home page.
Not a report somebody has to remember to run on the last Friday of the month.
See it on your own numbers.
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