Analytics

What your desk actually does, measured off the same rows the rest of the app writes to. No separate reporting database, no lag.

Win rate65%of every deal you finish

Average deal$4,266across everything you've won

Sales cycle46dfirst contact to money in

Touches to close5.3messages on a won deal

The funnel right now36 deals in flight

Contacted5 · $18.8k

Demo Sent8 · $19.8k

Negotiating−38%5 · $26.1k

Verbal Yes−40%3 · $6.1k

Confirmed4 · $6.1k

Paid11 · $46.9k

Lost6 · $35.1k

Open pipeline$99.8k

weighted

Weighting each stage by its historical odds, expect about $34,731 of that to land.

Demo → paid30%

Fewer than a third of demos convert. The gap is usually follow-up speed, not the demo.

Revenue won by monthbest month $15.4k · $50.5k collected all time

Jan

Feb

Mar

Apr

May

Jun

Jul

Deals opened

Deals won

Where the money comes from

Yelp inbound1/5 · $10.8k

Past client1/5 · $10.8k

Networking2/5 · $8.4k

Referral2/8 · $8.3k

Cold knock2/10 · $4.0k

Instagram DM1/7 · $1.8k

Cold email1/2 · $1.6k

Google search1/7 · $1.2k

Best odds: Networking converts 40% of the time. Do more of that.

Best trades

HVAC2 · $10.8k

Gym2 · $10.8k

Med Spa2 · $7.2k

Auto Repair2 · $7.2k

Landscaping2 · $3.0k

Restaurant2 · $1.8k

Dental2 · $1.6k

Roofing2 · $1.2k

Electrical2 · $1.2k

Plumbing2 · $1.1k

Activityaudit trail

You recorded payment from Clearview Detailing22d ago

You nudged Sunridge Roofing Co.23d ago

You nudged Northridge Dental Arts25d ago

You created a booking for Titan Garage Doors26d ago

You won Del Sol Catering27d ago

You scheduled a follow-up with Nova Barber Lounge29d ago

You moved Cortez HVAC Services to Negotiating29d ago

You sent demo to Guerrero Concrete29d ago

You created a booking for Bloom & Vine Landscaping1mo ago

You moved Rivera Electric to Negotiating1mo ago

You sent demo to Clearview Detailing1mo ago

You nudged Rapid Locksmith 24/71mo ago

You created a booking for Lumen Med Spa1mo ago

You logged a call with Del Sol Catering1mo ago

You recorded payment from Brightway Window Co.1mo ago

You sent demo to Bloom & Vine Landscaping1mo ago

You nudged Maple Street Bakery1mo ago

You won Casa Blanca Cleaning1mo ago

You sent demo to Bloom & Vine Landscaping1mo ago

You nudged Harbor Point Insurance1mo ago

You logged a call with Bloom & Vine Landscaping1mo ago

You sent demo to Ortiz Family Law1mo ago

You scheduled a follow-up with Casa Blanca Cleaning1mo ago

You won Bloom & Vine Landscaping1mo ago