CompareMTD · Pipeline/Production/Cash are current snapshots
Booked Revenue
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Pipeline
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Quote Margin
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quote avg
Production
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Unpaid
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Quotes 7d
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TOTAL OPPORTUNITYCurrent potential business · independent of reporting period
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ACTIVE PIPELINE----
OUTSTANDING ESTIMATES----
Pipeline + outstanding preliminary estimates · each job counted once
HOW ARE WE DOING?
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BOOKED REVENUE
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GROSS PROFIT
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AVG ORDER VALUE
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all-time average
PAST DUE SHIPMENTS
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Current Health Breakdowni
Total Score--
BUSINESS FLOWLIVE
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DEMAND
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quotes / 7d
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4 WEEK TREND
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PIPELINE
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active quotes
CURRENT SNAPSHOT
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BOOKED
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month to date
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4 WEEK TREND
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PRODUCTION
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in production
CURRENT SNAPSHOT
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CASH RISK
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awaiting payment
CURRENT SNAPSHOT
DEMAND TREND LAST 4 WEEKS
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Quote Count (bars) Avg Quote Value (line)
BOOKED REVENUE TREND LAST 4 WEEKS
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Booked Revenue (bars) Gross Margin % (line)
NEEDS YOUR ATTENTION0
EVERYTHING ELSE ON TRACK
HOW IS SALES RUNNING?
Commercial engine loading...
Demand, conversion, pipeline quality and margin in one view.
QUOTES 7D--
PIPELINE--
WIN RATE-90d cohort
QUOTE MARGIN-active average
AVG QUOTE-active pipeline
FULL OPPORTUNITY VALUECurrent snapshot · independent of selected reporting period
PRELIMINARY PRICE ESTIMATESPost-Close only · separate from active pipeline and final quotes
Sent and conversion use the selected estimate-sent period. Conversion tracks those estimates through today; activity totals overlap history and must not be added to pipeline. Outstanding is current, regardless of period. Amounts use the preliminary plaque amount.
OUTSTANDING AGINGCurrent snapshot
FOLLOW-UPSOutstanding for 7+ days · oldest first
WHAT CHANGEDLAST 7 DAYS
SALES FUNNELLIVE
PIPELINE HEALTHWhere active opportunities are sitting
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CONVERSION90-day commercial performance
WIN RATE-closed opportunities
QUOTE → ORDER-90d cohort
AVG TURN-days to order
PIPELINE / QUOTE-active average
DEMAND TRENDLast 4 weeks - quote count and average value
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PIPELINE QUALITYMargin, aging and value concentration
Average quote margin-
Pipeline older than 30d-
Awaiting payment--
NEEDS SALES ATTENTION0
HOW ARE OPERATIONS RUNNING?
Operations loading...
Production flow, factory load, shipping risk and margin in one view.
IN PRODUCTION--
READY FOR PRODUCTION-current queue
PAST DUE-required ship date
ORDER MARGIN-all orders avg
AVG ORDER-all-time average
GRAPHIC DESIGNER WORKLOADCurrent job ownership and work in design · Post-Close only
See each designer’s active assigned jobs and quoted value, with work currently In Design separated out. Counts are quote requests, including multi-plaque jobs. Dollar values are Quote Total, not designer pay or booked revenue.
New assignments in the selected period: N/A — no designer-assignment date/history is recorded. Design starts use Design Started At and the current designer; reassignment history is unavailable. Missing values are flagged, not replaced with estimates.