Sales & Payments

Analytics Dashboard

Showing: This Month
Last sync: 18/3/26, 11:21 pm
prev: $162.2k
13.1%

Cash Collected

$140.9k

vs prev period

vs prev period

Below paceProj: $229.9k

Daily rate

$7.4k

Need/day

$13.3k

Days left

12d

prev: 29 deals
13.8%

Total Sales

25

Deals closed this period

vs prev period

Starter
24
Scaler
1
prev: $216.0k
16.2%

Total Sales Value

$181.0k

25 deals closed

vs prev period

Avg Cash Per Sale

$2.8k

Avg deposit on day of sale

25 sales with deposit

Closer Leaderboard

Deals closed & cash collected per rep

Joshua Berry
14 deals$29.1k
River Shaw
11 deals$41.9k

Month-over-Month Sales Comparison

March vs February — cumulative contract value by day

Day 1Day 6Day 11Day 16Day 21Day 26$0$85.0k$170.0k$255.0k$340.0k
  • Mar (This Month)
  • Feb (Last Month)

Setter Leaderboard

Deals set per setter (March, sourced from Close CRM)

Nate
11 deals$2.8k avg
Total deposits: $31.3kTCV: $83.0k
Jamaya
9 deals$2.4k avg
Total deposits: $21.2kTCV: $63.0k
Viliame
4 deals$2.9k avg
Total deposits: $11.6kTCV: $28.0k

Setter Conversion

Calls booked → deals closed per setter

SetterCalls BookedDeals ClosedConv. RateAvg Deposit
Nate
451124.4%$2.8k
Jamaya
42921.4%$2.4k
Viliame
29413.8%$2.9k

Unassigned Sales

22 sales with no setter — assign below

AJ AJ

2 Jan · River Shaw · $7.0k

Jayden Jacques

7 Jan · River Shaw · $7.0k

Zac Vadala

8 Jan · Zac Perna · $7.0k

Nathan Vella

9 Jan · River Shaw · $7.0k

Howe Howe

9 Jan · River Shaw · $7.0k

Tyler Leo

10 Jan · Zac Perna · $7.0k

@olliebyarspt

15 Jan · River Shaw · $7.0k

Amber Amber

17 Jan · Luke Hart · $7.0k

flinn madigan

19 Jan · River Shaw · $7.0k

Kobi Markey

19 Jan · Zac Perna · $7.0k

Mira Luciani

21 Jan · River Shaw · $7.0k

callum callum

23 Jan · River Shaw · $7.0k

Tommy Tommy

27 Jan · Luke Hart · $7.0k

Katren Alatrach

29 Jan · Orlando Santucci · $7.0k

Brad Ball

5 Feb · Orlando Santucci · $7.0k

Nicohl Nicohl

10 Feb · Luke Hart · $7.0k

Georgia Smith

12 Feb · River Shaw · $7.0k

Levi Johnson

19 Feb · Joshua Berry · $7.0k

Kerry Hopkins

22 Feb · Joshua Berry · $7.0k

Ethan Browning

23 Feb · River Shaw · $20.0k

Macarena Rodriguez

25 Feb · River Shaw · $7.0k

Tom MacBrayne

18 Mar · River Shaw · $7.0k

Slack Data Sync

Pulls live data from #sales and #payments channels

#sales · 11:21 pm
#payments · 11:21 pm
#call-booked · 11:21 pm