Deal pipeline activity and onboarding headcount by dealer & rep — synced from Zoho Creator every hour.
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Installed Revenue (MTD)
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Open Pipeline Value
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Active Reps
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Dealers Onboarding
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Summary rollup is coming soon
Once Headcount, Sales, and Installs are each fully broken out, this tab will roll them up into a simple set of funnel cards: Canvassers & Closers → Appointments & Demos → Agreements Signed → Installs & Revenue.
Appointments, demos, and installs for the selected range, newest first. A demo's result reflects the deal's current stage, so it can update after the fact as deals close.
01Appointments Set
Date
Customer
Dealer
Canvasser
Consultant
02Demos Conducted
Date
Customer
Dealer
Consultant
Result
03Installs
Date
Customer
Dealer
Technician
Installer Company
Value
Installs is being broken out from Sales
For now, Install activity still lives in the Installs section inside the Sales tab. It'll move here on its own once the Sales tab is split into Appointments & Demos vs. Agreements Signed & Installs.
