Ready
Leads Entered
—
unique leads entered in range
Appointments
—
unique appointments in range (one per lead) · — pipeline
Sales
—
orders converted in range · — total
Stage to break down— controls the two matrices below
Rep × Expected Value Band (based on quoted price; €5k buckets)
Click Load Data to populate.
Rep × Lead Source
Click Load Data to populate.
Rep × Sales Admin — average lead score (postcode · value · lead source) each admin set for each rep · from the appointment log
Click Load Data to populate.
Rep × Sales Admin (UDF) — same, but by the Sales Admin field (uf-32) instead of the appointment log
Click Load Data to populate.
Sales Admin View — who set each appointment, from job history
Rep × Admin — appointments each admin set, distributed by rep
Open the Allocation tab after Load Data to populate.
Admin × Lead Source — appointments each admin set, by lead source
Open the Allocation tab after Load Data.
Admin × Sales Generated — € of converted orders, by the admin who appointed the lead
Open the Allocation tab after Load Data.
Rep × Admin (UDF) — appointments by Sales Admin (uf-32 field), distributed by rep
Open the Allocation tab after Load Data.
Rep × Expected Value (UDF) — appointments per rep by Expected Price Range (uf-33 field)
Open the Allocation tab after Load Data.
Setter Activity — appointments each admin booked in the selected range · setter = Sales Admin (uf-32) field · dated by when it was set in the job history (NOT the appointment date)
Appointments Set
—
new bookings made in range
Setters Active
—
admins/reps who set ≥1 appointment
Re-bookings
—
existing appointments moved in range
Setter × Rep — new appointments each setter booked in range, distributed by rep
Open this tab after Load Data, or press Load Data with a range set.
Bookings in range — every appointment set in the range, newest first · click a job to open it
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Rep Diary — each rep's booked appointments by day, with the area of the city flagged so setters can see how a new appointment fits
Pick a week and press Show.
New Lead — writes to MBN, shows nearby jobs to help pick a rep
Appointment — optional: assign a rep & book a slot

* required. Email or Phone — at least one.

Rep Diary — everyone's booked appointments, to find a free slot & rep
Loading diary…
Nearby Jobs — jobs we've done close to this Eircode, to help allocate a rep
Enter an Eircode to look up nearby jobs.
Leads
—
Click Load Data to populate.

Jobs

Job

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