Total Pipeline
—
Active opportunities
Open Opportunities
—
In progress
Win Rate
—
Last 12 months
Avg Deal Size
—
Closed won deals
Simpro Job History
Total Jobs
—
All time from Simpro
Active Jobs
—
Pending / In Progress
Completed Jobs
—
Complete / Invoiced
Total Customers
—
In Simpro
Revenue by Division
Win / Loss Rate
Pipeline by Stage
Recent Activities
Top Accounts
Card stripe = deal size
Over $500k
$200k – $500k
Under $200k
Prospects 0
Active Accounts 0
Archived 0
| Account | Status | Phone | Jobs | Last Job | Address | |
|---|---|---|---|---|---|---|
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| Site | Site ID | Site Address | Suburb | City | Postcode | Associated Customers | Zone | Location | |
|---|---|---|---|---|---|---|---|---|---|
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| Name | Role | Company | Phone | Mobile | Notifications | Portal Access | ||
|---|---|---|---|---|---|---|---|---|
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| Opportunity | Company | Stage | Division | Value | Probability | Close Date | Loss Reason |
|---|---|---|---|---|---|---|---|
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| Quote # | Customer | Reference | Date | Valid Until | Lines | Total (incl. GST) | Status | |
|---|---|---|---|---|---|---|---|---|
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| Type | Subject | Company | Contact | Due | Status | When |
|---|---|---|---|---|---|---|
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