Sales & CRM Dashboard
Lead pipeline, rep activity, and task management
Jun MTD
vs May
Jun MTD
20
New Leads
13
Active
0
Appts Set
183.5
Sold (VD)
Leads from Airtable Pipeline • Sold from Variable Dashboard (source of truth)
May (Last Month Pipeline)
466
Leads Received
32
Still Active
0
Appts Set
135
Sold (CRM)
Lead Pipeline data • March leads that converted to sold status
Active Pipeline
544
Stale (15d+)
34
No Follow-Up
33
Jun Sold (VD)
183.5
All-Time Sold
304
| Rep | Jun Sold (MTD) | All-Time Sold | Active | Total | Appt Set | New | Stale | Overdue |
|---|---|---|---|---|---|---|---|---|
| Henry | 15.5 | 21 | 94 | 152 | 0 | 0 | 10 | 14 |
| Will G | 15.5 | 46 | 51 | 160 | 0 | 0 | 2 | 6 |
| Lamarcus | 13 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Leo | 12 | 0 | 0 | 1 | 0 | 0 | 0 | 0 |
| DAVID | 11 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| A.J. | 10.5 | 62 | 37 | 139 | 0 | 0 | 5 | 5 |
| Michael | 8 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Shane | 7.5 | 24 | 39 | 103 | 0 | 0 | 1 | 1 |
| Sayed | 7 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Michael | 6.5 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Jerry | 6.5 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Abe | 5 | 16 | 40 | 69 | 0 | 0 | 1 | 3 |
| Luis | 5 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Thomas | 5 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Joshua | 4.5 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Daniel | 4 | 18 | 2 | 38 | 0 | 0 | 0 | 0 |
| Marco | 4 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Kyle | 4 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| CESAR | 3 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Daryl | 3 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Karim | 3 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Maria | 3 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Bob | 3 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Dallas | 2.5 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Pedro | 2 | 3 | 30 | 43 | 0 | 0 | 3 | 4 |
| Robert | 2 | 2 | 0 | 2 | 0 | 0 | 0 | 0 |
| Joseph | 2 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reginald | 2 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| John | 2 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Clarence | 1.5 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Drew | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Tyler | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| House | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| House | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Richard | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Jason | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Chris | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Stephen | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Mario | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Tom | 0.5 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Ty | 0.5 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Will R ISM | 0 | 9 | 146 | 572 | 0 | 0 | 42 | 61 |
| Ryan | 0 | 27 | 51 | 120 | 0 | 0 | 3 | 7 |
| LaMarcus | 0 | 33 | 41 | 115 | 0 | 0 | 0 | 1 |
| Source | Leads | Sold | Close % |
|---|---|---|---|
| Drive By | 5 | 0 | 0.0% |
| Phone Up | 5 | 1 | 20.0% |
| Autofi Standalone App | 2 | 0 | 0.0% |
| Referral | 2 | 1 | 50.0% |
| Repeat Customer | 1 | 0 | 0.0% |
| FullPath | 1 | 0 | 0.0% |
| DC Used Quote | 1 | 0 | 0.0% |
| Fd - Third Party | 1 | 1 | 100.0% |
| DMS Sales | 1 | 1 | 100.0% |
| Autotrader.Com - Call Start Phone Lead | 1 | 0 | 0.0% |