DEMO DATAScenarioFictional dashboard data
Revenue pulse
YTD stays fixed. Week, month, and quarter change the support metrics plus the charts and records below.
Year to dateAs of Mar 31, 2026
$1.3M
/ $1.4M target
Annual goal $5.6M
Behind pace -7%Behind by $92.6K
93%Above breakevenCleared by $622.4K
193%Required monthly pace
$479.1K
Monthly run rate
$429.4K
Base monthly target
$466.7K
Base monthly breakeven
$225K
Avg monthly created
16.3
Avg monthly closed
5.0
Avg proposal value
$87.6K
Proposal close rate
31%
Rep pace YTD
JR
139%Jordan Reed
$515.9K / $369.9K
RC
112%Riley Chen
$372.4K / $332.9K
AQ
80%Avery Quinn
$274.6K / $345.2K
ML
38%Morgan Lee
$125.4K / $332.9K
AQMLRCJR
All reps
All sales
Revenue views
Switch between the team target view and the per-rep cumulative comparison for sales.
Team cumulative versus target
Stacked contribution of selected reps for sales against the company cumulative target and breakeven pace.
Selected total $1.3MCompany target $1.4MBreakeven $665.8K
Pace over time
Show every week from January 1 through the current as-of date for sales. Green beats pace, red misses pace.
14 weeks
Sales views
YTD cumulative flow and motion for sales. Includes proposals and change orders.
Cumulative progression
Submitted versus accepted sales from January 1 through the current as-of date.
Conversion snapshot
Submitted-to-accepted efficiency for sales from January 1 through the current as-of date.
Submitted
49
Accepted
15
Close rate
31%
Avg days to accept
15.5
Avg submitted value
$87.6K
Avg accepted value
$85.9K
Avg profit / sale
$26.9K
Profit margin
31.3%
Salesperson sales table
YTD salesperson performance across sales, including accepted profit and margin. Sort by any metric, then click a row to load that rep into sales records below.
| Jordan Reed | 12 | 6 | 50% | $1M | $515.9K | $168.1K | $83.8K | $86K | $28K | 32.6% | 12.5 |
| Riley Chen | 12 | 5 | 42% | $907.4K | $372.4K | $112.9K | $75.6K | $74.5K | $22.6K | 30.3% | 19.0 |
| Avery Quinn | 13 | 3 | 23% | $1.3M | $274.6K | $85.8K | $103K | $91.5K | $28.6K | 31.2% | 13.3 |
| Morgan Lee | 12 | 1 | 8% | $1M | $125.4K | $36.4K | $86.8K | $125.4K | $36.4K | 29.0% | 23.0 |
Sales records
All sales submitted or accepted from January 1 through the current as-of date. The sticky scope bar above controls which reps and sales are included.
49 rows
| Courtyard Wi-Fi Extension | Silverline Court | Jordan Reed | $59,850 | $20,349 | 34.0% | Accepted | 13 days | 1 day | |
| Screening Room Upgrade | Pineward Loft | Riley Chen | $74,100 | $23,712 | 32.0% | Accepted | 14 days | 2 days | |
CO D-CO-2003 | Equipment Rack Expansion | Bluegrain House | Jordan Reed | $34,200 | $12,312 | 36.0% | Accepted | 6 days | 3 days |
| Primary Bath Audio | Windward Crest | Jordan Reed | $42,750 | $13,253 | 31.0% | Accepted | 13 days | 3 days | |
CO D-CO-2004 | Studio Sensor Add-On | Lattice Hall | Riley Chen | $19,000 | $6,270 | 33.0% | Submitted | 4 days | 4 days |
| Cove Automation Phase Two | Bluegrain House | Jordan Reed | $199,500 | $65,835 | 33.0% | Accepted | 29 days | 7 days | |
| Main Stair Scene Controls | Bluewater Terrace | Riley Chen | $66,000 | $19,800 | 30.0% | Submitted | 7 days | 7 days | |
| Main House Network Refresh | Oakmere Point | Avery Quinn | $146,000 | $43,800 | 30.0% | Submitted | 8 days | 8 days | |
| Second Floor Access Points | Rosegate Studio | Morgan Lee | $72,000 | $20,160 | 28.0% | Submitted | 9 days | 9 days | |
| Guest Suite Touch Panels | Everline Ridge | Morgan Lee | $58,000 | $15,660 | 27.0% | Declined | 10 days | 10 days | |
| Guest Parking Cameras | Hillcrest Yard | Avery Quinn | $88,000 | $29,920 | 34.0% | Viewed By Client | 11 days | 11 days | |
| Lower Level Lighting | Seacliff Annex | Riley Chen | $107,000 | $34,240 | 32.0% | Declined | 15 days | 15 days | |
| Pool House Shade Controls | Glasspoint Manor | Morgan Lee | $92,000 | $25,760 | 28.0% | Viewed By Client | 16 days | 16 days | |
| Breakfast Nook Audio | Parkline Bungalow | Morgan Lee | $38,000 | $10,260 | 27.0% | Submitted | 18 days | 18 days | |
| Private Fitness AV | Summit Channel | Avery Quinn | $84,000 | $26,040 | 31.0% | Submitted | 19 days | 19 days | |
| Studio Control Upgrade | Lattice Hall | Riley Chen | $147,250 | $44,175 | 30.0% | Accepted | 46 days | 21 days | |
| Family Room Display Swap | Linden Passage | Avery Quinn | $93,000 | $26,970 | 29.0% | Viewed By Client | 21 days | 21 days | |
| Gallery Experience Walls | Marble Pier | Avery Quinn | $118,000 | $35,400 | 30.0% | Submitted | 22 days | 22 days | |
| Outdoor Pathway Sensors | Amberline Court | Jordan Reed | $49,000 | $14,700 | 30.0% | Submitted | 23 days | 23 days | |
| Detached Office Controls | Ridgeview Annex | Riley Chen | $118,000 | $38,940 | 33.0% | Viewed By Client | 25 days | 25 days | |
| Dining Room Keypads | Graystone Harbor | Morgan Lee | $62,000 | $17,360 | 28.0% | Submitted | 27 days | 27 days | |
CO D-CO-2002 | Shade Keypad Addendum | Cedar Basin | Jordan Reed | $22,800 | $7,752 | 34.0% | Accepted | 35 days | 28 days |
| Theater Acoustic Update | Canyonline Trust | Avery Quinn | $174,000 | $59,160 | 34.0% | Declined | 30 days | 30 days | |
| Entry Gallery Scenes | Westmere Hall | Jordan Reed | $54,000 | $16,740 | 31.0% | Submitted | 33 days | 33 days | |
| Garden Audio Loop | Laurel Mesa | Riley Chen | $60,800 | $19,456 | 32.0% | Accepted | 57 days | 34 days | |
| Screen Porch Audio | Orchardline Flat | Riley Chen | $74,000 | $21,460 | 29.0% | Viewed By Client | 36 days | 36 days | |
| Rooftop Cinema Concept | Aster Landing | Morgan Lee | $126,000 | $32,760 | 26.0% | Viewed By Client | 37 days | 37 days | |
| Pool Deck Cameras | Bayridge Nest | Morgan Lee | $81,000 | $24,300 | 30.0% | Submitted | 39 days | 39 days | |
| Guest House Network | Cedar Basin | Jordan Reed | $156,750 | $48,593 | 31.0% | Accepted | 62 days | 41 days | |
| Whole Home Wi-Fi Tune | Northstar Cove | Avery Quinn | $46,000 | $16,100 | 35.0% | Viewed By Client | 42 days | 42 days | |
| Wine Room Monitoring | Violet Range | Jordan Reed | $68,000 | $21,760 | 32.0% | Submitted | 44 days | 44 days | |
| Kids Lounge Controls | Brighton Grove | Riley Chen | $57,000 | $15,390 | 27.0% | Declined | 47 days | 47 days | |
| Entry Court Intercom | Juniper Crest | Riley Chen | $49,400 | $13,338 | 27.0% | Accepted | 70 days | 48 days | |
| Outdoor TV Lift | Clearwater Terrace | Morgan Lee | $99,000 | $27,720 | 28.0% | Viewed By Client | 49 days | 49 days | |
| Media Closet Rebuild | Fieldstone Modern | Avery Quinn | $158,000 | $52,140 | 33.0% | Submitted | 52 days | 52 days | |
| Motor Court Lighting | Elmwater Place | Jordan Reed | $73,000 | $22,630 | 31.0% | Viewed By Client | 54 days | 54 days | |
| Atrium Lighting Controls | Northline Studio | Morgan Lee | $125,400 | $36,366 | 29.0% | Accepted | 78 days | 55 days | |
| Terrace Audio Package | Tidal North | Avery Quinn | $71,000 | $19,880 | 28.0% | Declined | 56 days | 56 days | |
CO D-CO-2001 | Outdoor Speaker Zone | Redwood Key | Avery Quinn | $26,600 | $9,310 | 35.0% | Accepted | 65 days | 57 days |
| Wellness Suite Audio | Briarcliff Lane | Avery Quinn | $72,200 | $20,216 | 28.0% | Accepted | 76 days | 58 days | |
| Guest Wing Network | Copperline Villa | Morgan Lee | $121,000 | $35,090 | 29.0% | Declined | 60 days | 60 days | |
| Home Office Broadcast Kit | Arborline Works | Avery Quinn | $87,000 | $26,100 | 30.0% | Submitted | 63 days | 63 days | |
| Seaside Boardroom Refresh | Harborline Group | Riley Chen | $94,000 | $25,380 | 27.0% | Submitted | 66 days | 66 days | |
| Cabana Entertainment | Sable Shore | Jordan Reed | $134,000 | $45,560 | 34.0% | Viewed By Client | 68 days | 68 days | |
| Kitchen Display Upgrade | Maple Bay Studio | Riley Chen | $40,850 | $12,255 | 30.0% | Accepted | 81 days | 68 days | |
| Canyon Media Retrofit | Redwood Key | Avery Quinn | $175,750 | $56,240 | 32.0% | Accepted | 86 days | 72 days | |
| Primary Suite Lighting | Stonehaven Flat | Morgan Lee | $98,000 | $30,380 | 31.0% | Viewed By Client | 73 days | 73 days | |
| Gatehouse Camera Package | Crescent Orchard | Jordan Reed | $112,000 | $36,960 | 33.0% | Declined | 79 days | 79 days | |
| Library Listening Room | Willowstone House | Morgan Lee | $69,000 | $20,010 | 29.0% | Viewed By Client | 83 days | 83 days |