Revenue vs. target
Invoiced revenue by month against the monthly corporate target. Spring prom and wedding season and the holidays drive the peaks.
ActualMonth in progressTarget
Corporate target vs. actual
Annual target, with where we should be today
Segment performance
Year to date, by type of customer
Revenue by segment and vehicle
Year to date. Darker cells earn more.
Booking funnel
Year to date, count of requests reaching each step
Sales per rep
Closed revenue year to date. The black tick marks each rep's pace target.
Bookings are credited by Zoho owner; revenue is the QuickBooks invoiced amount for those bookings.
Fleet health and cost
Every vehicle's mileage, maintenance cost and revenue, from the fleet records in the CRM
Vehicles to review
Maintenance and mileage come from each vehicle's CRM fleet record. Revenue is the QuickBooks invoiced amount for trips on that vehicle. Fuel, insurance and driver pay are not included.
Email campaigns by segment
Last 90 days. Each email is tied to the bookings and revenue that followed it.
Recent campaigns
Pipeline coverage
Open quotes for 2026 trips, divided by the target still to hit. The black tick marks 3x.
Revenue by lead source
Trailing 12 months, from first touch to invoiced revenue and what each source cost
Speed to lead
Median time from an inbound form, call or email to the first human reply. The black tick is the 10 minute goal.
Rep activity vs. results
Last 90 days. Shows whether a slow rep needs more effort or better conversion.
Activities are logged calls, sent emails and meetings (site visits, tastings, planning calls). The team median is the comparison point.
Stalled quotes
Open quotes sitting in a stage past 1.5 times the team's typical time for that stage
90-day retention risk
Accounts due to renew or rebook before Jan 4, 2027, scored from email, phone, web and QuickBooks payment behavior