Leads Summary

 

Date Added Customer Contact Project Name Next Action
Add Interaction
Edit Lead
Remove Lead
Aug 12, 2019,
Follow Up,
Aug 12, 2019
Add Interaction
Edit Lead
Remove Lead
Sep 09, 2019Bill Gust,
Gust Farms
300 MT deliveryFollow Up,
Jan 01, 1970
Add Interaction
Edit Lead
Remove Lead
Sep 13, 2019Paul Weber,
Weber Acres
Follow Up,
Sep 23, 2019
Add Interaction
Edit Lead
Remove Lead
Sep 16, 2019Blair Jackson,
Little Jack Holdings
Follow Up,
Sep 23, 2019
Date Customer Contact Project Name Account Manager Next Action
Add Interaction
Edit Lead
Remove Lead
Aug 09, 2019Jason Beres,
Buzzy Sales
Buzzy Sales Business DevelopmentRyan Paidel Follow Up,
Sep 08, 2019
Add Interaction
Edit Lead
Remove Lead
Aug 11, 2019Jasonq,
kjlkj
TestTest Follow Up,
Aug 11, 2019
Add Interaction
Edit Lead
Remove Lead
Aug 12, 2019,
Test Follow Up,
Aug 12, 2019
Add Interaction
Edit Lead
Remove Lead
Aug 12, 2019Nicole Herman,
Virtus
Sales 1 Nikki PaidelFollow Up,
Aug 13, 2019
Add Interaction
Edit Lead
Remove Lead
Aug 14, 2019Test,
Test
Ryan PaidelFollow Up,
Aug 21, 2019
Add Interaction
Edit Lead
Remove Lead
Aug 14, 2019,
Testing TestingFollow Up,
Aug 21, 2019
Add Interaction
Edit Lead
Remove Lead
Aug 14, 2019,
Test Space Test SpaceFollow Up,
Aug 21, 2019
Add Interaction
Edit Lead
Remove Lead
Aug 14, 2019,
test name test nameFollow Up,
Aug 21, 2019
Add Interaction
Edit Lead
Remove Lead
Aug 14, 2019,
Test Name testFollow Up,
Aug 21, 2019
Add Interaction
Edit Lead
Remove Lead
Aug 14, 2019,
Test Name TestFollow Up,
Aug 21, 2019
Add Interaction
Edit Lead
Remove Lead
Aug 14, 2019,
test name test nameFollow Up,
Aug 21, 2019
Add Interaction
Edit Lead
Remove Lead
Aug 14, 2019,
Test Name TestFollow Up,
Aug 21, 2019
Add Interaction
Edit Lead
Remove Lead
Aug 14, 2019,
Test Name Test NameFollow Up,
Aug 21, 2019
Add Interaction
Edit Lead
Remove Lead
Aug 14, 2019,
Test User TestFollow Up,
Aug 21, 2019
Add Interaction
Edit Lead
Remove Lead
Aug 14, 2019,
Ryan PaidelFollow Up,
Aug 21, 2019
Add Interaction
Edit Lead
Remove Lead
Aug 14, 2019,
etsting testingFollow Up,
Aug 21, 2019
Add Interaction
Edit Lead
Remove Lead
Aug 14, 2019,
testing testingFollow Up,
Aug 21, 2019
Add Interaction
Edit Lead
Remove Lead
Aug 14, 2019,
testing testingFollow Up,
Aug 21, 2019
Add Interaction
Edit Lead
Remove Lead
Aug 14, 2019,
Testing TestingFollow Up,
Aug 21, 2019
Add Interaction
Edit Lead
Remove Lead
Aug 14, 2019,
Testing1234 4566Follow Up,
Aug 21, 2019
Add Interaction
Edit Lead
Remove Lead
Aug 14, 2019,
hhh hhhFollow Up,
Aug 21, 2019
Add Interaction
Edit Lead
Remove Lead
Aug 14, 2019,
testing t testing Follow Up,
Aug 21, 2019
Add Interaction
Edit Lead
Remove Lead
Aug 14, 2019,
ggg hhhFollow Up,
Aug 21, 2019
Add Interaction
Edit Lead
Remove Lead
Aug 15, 2019,
Test TestFollow Up,
Aug 22, 2019
Add Interaction
Edit Lead
Remove Lead
Aug 15, 2019,
test123 test234Follow Up,
Aug 22, 2019
Add Interaction
Edit Lead
Remove Lead
Sep 09, 2019Bill Gust,
Gust Farms
300 MT delivery Follow Up,
Jan 01, 1970
Add Interaction
Edit Lead
Remove Lead
Sep 13, 2019Paul Weber,
Weber Acres
Follow Up,
Sep 23, 2019
Add Interaction
Edit Lead
Remove Lead
Sep 16, 2019Blair Jackson,
Little Jack Holdings
Follow Up,
Sep 23, 2019
Add Interaction
Edit Lead
Remove Lead
Nov 05, 2019Vardges,
Valodya CO
Gor NazaryanFollow Up,
Nov 12, 2019

Interactions Summary

 

Date Customer Interaction Type Revenue Transaction Notes
Date Customer Interaction Type Revenue Transaction Notes
Total Leads
4
New Leads This Month
0
New Leads Last Month
0
Upcoming Actions
1
Interactions This Month
0
Interactions Last Month
0

Next Follow Ups

  • Customer
    Contact Info
    Next Action

Longest No Interaction

  • Date
    Customer
    Notes
  • Congratulations, you have followed up with all Leads in the last 30 days!

Leads With No Interaction

Sales Pipeline

Lost Sale Reasons

  • As you win or lose more deals, check back here as a reminder on what went wrong so that you can fix things next time!

Revenue/Expenses Last 12 Months

 

  • Month
    Revenue
    Expenses
    Net
  • Sep 2019
    $0
    $0
    $0
  • Oct 2019
    $0
    $0
    $0
  • Nov 2019
    $0
    $0
    $0
  • Dec 2019
    $0
    $0
    $0
  • Jan 2020
    $0
    $0
    $0
  • Feb 2020
    $0
    $0
    $0
  • Mar 2020
    $0
    $0
    $0
  • Apr 2020
    $0
    $0
    $0
  • May 2020
    $0
    $0
    $0
  • Jun 2020
    $0
    $0
    $0
  • Jul 2020
    $0
    $0
    $0
  • Aug 2020
    $0
    $0
    $0

Leads Last 12 Months

 

  • Month
    New Leads
    Total
  • Sep 2019
    3
    3
  • Oct 2019
    0
    3
  • Nov 2019
    0
    3
  • Dec 2019
    0
    3
  • Jan 2020
    0
    3
  • Feb 2020
    0
    3
  • Mar 2020
    0
    3
  • Apr 2020
    0
    3
  • May 2020
    0
    3
  • Jun 2020
    0
    3
  • Jul 2020
    0
    3
  • Aug 2020
    0
    3

This Year

$0
0 deals
Last Year

$0
0 deals
This Month

$0
0 deals
Last Month

$0
0 deals
  • Company Scorecard


  • Last 30 Days

  • Leads
    Actions
    Deals
    Special
    Gross
    Score
  • Ryan Paidel
    0
    0
    0
    0
    0
    0
  • Test
    0
    0
    0
    0
    0
    0
  • Nikki Paidel
    0
    0
    0
    0
    0
    0
  • Ryan Paidel
    0
    0
    0
    0
    0
    0
  • Testing Testing
    0
    0
    0
    0
    0
    0
  • Test Space Test Space
    0
    0
    0
    0
    0
    0
  • test name test name
    0
    0
    0
    0
    0
    0
  • Test Name test
    0
    0
    0
    0
    0
    0
  • Test Name Test
    0
    0
    0
    0
    0
    0
  • Test Name Test Name
    0
    0
    0
    0
    0
    0
  • Test User Test
    0
    0
    0
    0
    0
    0
  • etsting testing
    0
    0
    0
    0
    0
    0
  • testing testing
    0
    0
    0
    0
    0
    0
  • Testing1234 4566
    0
    0
    0
    0
    0
    0
  • hhh hhh
    0
    0
    0
    0
    0
    0
  • testing t testing
    0
    0
    0
    0
    0
    0
  • ggg hhh
    0
    0
    0
    0
    0
    0
  • Test Test
    0
    0
    0
    0
    0
    0
  • test123 test234
    0
    0
    0
    0
    0
    0
  • 0
    0
    0
    0
    0
    0
  • Gor Nazaryan
    0
    0
    0
    0
    0
    0

INDIVIDUAL SCORECARD

THIS MONTH

0 / 0
Leads
You are near the pace of 0 leads per employee for this month.
You are right on pace for the company goal of new leads this month
You've added 0 new leads this month, the same as last month! Go grab some new business and beat your pace from last month.
You still have lots of time left this month to pick up the pace.


0 / 0
Interactions
You are near the pace of 0 interactions per employee for this month.
You are right on pace for the company goal of interactions this month
You've added 0 interactions this month, the same as last month! Reach out to a prospective customer and beat your pace from last month.
You still have lots of time left this month to pick up the pace.


0 / 0
Deals
You are near the pace of 0 deals per employee for this month.
You are right on pace for the company goal of deals this month
You still have lots of time left this month to pick up the pace.


$0 / $0
Gross
You are near the average of $0 gross revenue per employee for this month.
You are right on pace for the company goal of $0 gross revenue this month
You still have lots of time left this month to pick up the pace.


Date Employee Action
Nov 05, 2019Gor NazaryanCreated new lead: Vardges, Valodya CO
Sep 16, 2019 Created new lead: Blair Jackson, Little Jack Holdings
Sep 13, 2019 Created new lead: Paul Weber, Weber Acres
Sep 09, 2019 Created new lead: Bill Gust, Gust Farms
Aug 23, 2019Ryan PaidelNew Text Message interaction with . Talked about BS
Aug 19, 2019Ryan PaidelNew My Office interaction with .
Aug 17, 2019Ryan PaidelNew Email interaction with .
Aug 17, 2019Ryan PaidelNew Phone Call interaction with . note1
Aug 16, 2019Ryan PaidelNew Phone Call interaction with . Testing
Aug 15, 2019test123 test234Created new lead: ,
Aug 15, 2019Test TestCreated new lead: ,
Aug 14, 2019ggg hhhCreated new lead: ,
Aug 14, 2019testing t testing Created new lead: ,
Aug 14, 2019hhh hhhCreated new lead: ,
Aug 14, 2019Testing1234 4566Created new lead: ,
Aug 14, 2019Testing TestingCreated new lead: ,
Aug 14, 2019testing testingCreated new lead: ,
Aug 14, 2019testing testingCreated new lead: ,
Aug 14, 2019etsting testingCreated new lead: ,
Aug 14, 2019Ryan PaidelCreated new lead: ,
Aug 14, 2019Test User TestCreated new lead: ,
Aug 14, 2019Test Name Test NameCreated new lead: ,
Aug 14, 2019Test Name TestCreated new lead: ,
Aug 14, 2019test name test nameCreated new lead: ,
Aug 14, 2019Test Name TestCreated new lead: ,
Aug 14, 2019Test Name testCreated new lead: ,
Aug 14, 2019test name test nameCreated new lead: ,
Aug 14, 2019Test Space Test SpaceCreated new lead: ,
Aug 14, 2019Testing TestingCreated new lead: ,
Aug 14, 2019Ryan PaidelCreated new lead: Test, Test
Aug 12, 2019Nikki PaidelCreated new lead: Nicole Herman, Virtus
Aug 12, 2019Test Created new lead: ,
Aug 11, 2019Test Created new lead: Jasonq, kjlkj
Aug 09, 2019Ryan Paidel Created new lead: Jason Beres, Buzzy Sales