Carol Medrado — Sales Intelligence
PERFORMANCE
PERFORMANCE
DASHBOARD
Monthly Goal
$30,000
✏️
Progress
0%
Opportunities
0
In pipeline
Sales This Period
$0
Closed deals
Weighted Pipeline
$0
Prob-adjusted
Overdue Follow-ups
0
Need attention today
Conversion Rate
0%
Opps → Sales
Home Calls Done
0
Completed visits
Avg Project Value
$0
Per closed deal
GoldComp Sales
$0
0% of total
Avg Probability
0%
Active pipeline
Hot Leads (≥75%)
0
High-probability opps
Total Est. Pipeline
$0
Sum of all estimates
Win Rate (YTD)
0%
Sales ÷ total opps
💡 Insights & Recommendations
Sales by Project Type
Revenue from closed deals
Pipeline by Stage
Count & weighted value
2026 Monthly Revenue vs Goal
Hover bars for details
Sales Pipeline
ALL OPPORTUNITIES
🔍
| Client | Project Type | Lead Source | Stage | Prob | Estimate | Weighted | Close Date | Q | Follow-Up | Win Tier | Score |
|---|
Smart Campaign
📧 MAILING LIST
Auto-populated from pipeline. Topics calculated from Stage, Project Type & Probability.
Quality Assurance
TEST SUITE
60+ automated tests covering formulas, DB mapping, goal system, quarterly logic, task engine, mailing guardrails, XSS/security, and input validation.
Annual Overview
FY 2025-26 AT A GLANCE
YTD Revenue
$0
vs YTD Goal
0%
Monthly Breakdown
Click any month to filter dashboard
On/Exceeded Goal
Below Goal