DemoDashboardFake data
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
Silverline Court
Accepted
Owner
Jordan Reed
Amount
$59,850
Profit
$20,349
Margin
34.0%
Created
Mar 18, 2026
13 days ago
Status update
Mar 30, 2026
1 day ago
Pineward Loft
Accepted
Owner
Riley Chen
Amount
$74,100
Profit
$23,712
Margin
32.0%
Created
Mar 17, 2026
14 days ago
Status update
Mar 29, 2026
2 days ago
CO D-CO-2003
Bluegrain House
Accepted
Owner
Jordan Reed
Amount
$34,200
Profit
$12,312
Margin
36.0%
Created
Mar 25, 2026
6 days ago
Status update
Mar 28, 2026
3 days ago
Windward Crest
Accepted
Owner
Jordan Reed
Amount
$42,750
Profit
$13,253
Margin
31.0%
Created
Mar 18, 2026
13 days ago
Status update
Mar 28, 2026
3 days ago
CO D-CO-2004
Lattice Hall
Submitted
Owner
Riley Chen
Amount
$19,000
Profit
$6,270
Margin
33.0%
Created
Mar 27, 2026
4 days ago
Status update
Mar 27, 2026
4 days ago
Bluegrain House
Accepted
Owner
Jordan Reed
Amount
$199,500
Profit
$65,835
Margin
33.0%
Created
Mar 2, 2026
29 days ago
Status update
Mar 24, 2026
7 days ago
Bluewater Terrace
Submitted
Owner
Riley Chen
Amount
$66,000
Profit
$19,800
Margin
30.0%
Created
Mar 24, 2026
7 days ago
Status update
Mar 24, 2026
7 days ago
Oakmere Point
Submitted
Owner
Avery Quinn
Amount
$146,000
Profit
$43,800
Margin
30.0%
Created
Mar 23, 2026
8 days ago
Status update
Mar 23, 2026
8 days ago
Rosegate Studio
Submitted
Owner
Morgan Lee
Amount
$72,000
Profit
$20,160
Margin
28.0%
Created
Mar 22, 2026
9 days ago
Status update
Mar 22, 2026
9 days ago
Everline Ridge
Declined
Owner
Morgan Lee
Amount
$58,000
Profit
$15,660
Margin
27.0%
Created
Mar 21, 2026
10 days ago
Status update
Mar 21, 2026
10 days ago
Hillcrest Yard
Viewed By Client
Owner
Avery Quinn
Amount
$88,000
Profit
$29,920
Margin
34.0%
Created
Mar 20, 2026
11 days ago
Status update
Mar 20, 2026
11 days ago
Seacliff Annex
Declined
Owner
Riley Chen
Amount
$107,000
Profit
$34,240
Margin
32.0%
Created
Mar 16, 2026
15 days ago
Status update
Mar 16, 2026
15 days ago
Glasspoint Manor
Viewed By Client
Owner
Morgan Lee
Amount
$92,000
Profit
$25,760
Margin
28.0%
Created
Mar 15, 2026
16 days ago
Status update
Mar 15, 2026
16 days ago
Parkline Bungalow
Submitted
Owner
Morgan Lee
Amount
$38,000
Profit
$10,260
Margin
27.0%
Created
Mar 13, 2026
18 days ago
Status update
Mar 13, 2026
18 days ago
Summit Channel
Submitted
Owner
Avery Quinn
Amount
$84,000
Profit
$26,040
Margin
31.0%
Created
Mar 12, 2026
19 days ago
Status update
Mar 12, 2026
19 days ago
Lattice Hall
Accepted
Owner
Riley Chen
Amount
$147,250
Profit
$44,175
Margin
30.0%
Created
Feb 13, 2026
46 days ago
Status update
Mar 10, 2026
21 days ago
Linden Passage
Viewed By Client
Owner
Avery Quinn
Amount
$93,000
Profit
$26,970
Margin
29.0%
Created
Mar 10, 2026
21 days ago
Status update
Mar 10, 2026
21 days ago
Marble Pier
Submitted
Owner
Avery Quinn
Amount
$118,000
Profit
$35,400
Margin
30.0%
Created
Mar 9, 2026
22 days ago
Status update
Mar 9, 2026
22 days ago
Amberline Court
Submitted
Owner
Jordan Reed
Amount
$49,000
Profit
$14,700
Margin
30.0%
Created
Mar 8, 2026
23 days ago
Status update
Mar 8, 2026
23 days ago
Ridgeview Annex
Viewed By Client
Owner
Riley Chen
Amount
$118,000
Profit
$38,940
Margin
33.0%
Created
Mar 6, 2026
25 days ago
Status update
Mar 6, 2026
25 days ago
Graystone Harbor
Submitted
Owner
Morgan Lee
Amount
$62,000
Profit
$17,360
Margin
28.0%
Created
Mar 4, 2026
27 days ago
Status update
Mar 4, 2026
27 days ago
CO D-CO-2002
Cedar Basin
Accepted
Owner
Jordan Reed
Amount
$22,800
Profit
$7,752
Margin
34.0%
Created
Feb 24, 2026
35 days ago
Status update
Mar 3, 2026
28 days ago
Canyonline Trust
Declined
Owner
Avery Quinn
Amount
$174,000
Profit
$59,160
Margin
34.0%
Created
Mar 1, 2026
30 days ago
Status update
Mar 1, 2026
30 days ago
Westmere Hall
Submitted
Owner
Jordan Reed
Amount
$54,000
Profit
$16,740
Margin
31.0%
Created
Feb 26, 2026
33 days ago
Status update
Feb 26, 2026
33 days ago
Laurel Mesa
Accepted
Owner
Riley Chen
Amount
$60,800
Profit
$19,456
Margin
32.0%
Created
Feb 2, 2026
57 days ago
Status update
Feb 25, 2026
34 days ago
Orchardline Flat
Viewed By Client
Owner
Riley Chen
Amount
$74,000
Profit
$21,460
Margin
29.0%
Created
Feb 23, 2026
36 days ago
Status update
Feb 23, 2026
36 days ago
Aster Landing
Viewed By Client
Owner
Morgan Lee
Amount
$126,000
Profit
$32,760
Margin
26.0%
Created
Feb 22, 2026
37 days ago
Status update
Feb 22, 2026
37 days ago
Bayridge Nest
Submitted
Owner
Morgan Lee
Amount
$81,000
Profit
$24,300
Margin
30.0%
Created
Feb 20, 2026
39 days ago
Status update
Feb 20, 2026
39 days ago
Cedar Basin
Accepted
Owner
Jordan Reed
Amount
$156,750
Profit
$48,593
Margin
31.0%
Created
Jan 28, 2026
62 days ago
Status update
Feb 18, 2026
41 days ago
Northstar Cove
Viewed By Client
Owner
Avery Quinn
Amount
$46,000
Profit
$16,100
Margin
35.0%
Created
Feb 17, 2026
42 days ago
Status update
Feb 17, 2026
42 days ago
Violet Range
Submitted
Owner
Jordan Reed
Amount
$68,000
Profit
$21,760
Margin
32.0%
Created
Feb 15, 2026
44 days ago
Status update
Feb 15, 2026
44 days ago
Brighton Grove
Declined
Owner
Riley Chen
Amount
$57,000
Profit
$15,390
Margin
27.0%
Created
Feb 12, 2026
47 days ago
Status update
Feb 12, 2026
47 days ago
Juniper Crest
Accepted
Owner
Riley Chen
Amount
$49,400
Profit
$13,338
Margin
27.0%
Created
Jan 20, 2026
70 days ago
Status update
Feb 11, 2026
48 days ago
Clearwater Terrace
Viewed By Client
Owner
Morgan Lee
Amount
$99,000
Profit
$27,720
Margin
28.0%
Created
Feb 10, 2026
49 days ago
Status update
Feb 10, 2026
49 days ago
Fieldstone Modern
Submitted
Owner
Avery Quinn
Amount
$158,000
Profit
$52,140
Margin
33.0%
Created
Feb 7, 2026
52 days ago
Status update
Feb 7, 2026
52 days ago
Elmwater Place
Viewed By Client
Owner
Jordan Reed
Amount
$73,000
Profit
$22,630
Margin
31.0%
Created
Feb 5, 2026
54 days ago
Status update
Feb 5, 2026
54 days ago
Northline Studio
Accepted
Owner
Morgan Lee
Amount
$125,400
Profit
$36,366
Margin
29.0%
Created
Jan 12, 2026
78 days ago
Status update
Feb 4, 2026
55 days ago
Tidal North
Declined
Owner
Avery Quinn
Amount
$71,000
Profit
$19,880
Margin
28.0%
Created
Feb 3, 2026
56 days ago
Status update
Feb 3, 2026
56 days ago
CO D-CO-2001
Redwood Key
Accepted
Owner
Avery Quinn
Amount
$26,600
Profit
$9,310
Margin
35.0%
Created
Jan 25, 2026
65 days ago
Status update
Feb 2, 2026
57 days ago
Briarcliff Lane
Accepted
Owner
Avery Quinn
Amount
$72,200
Profit
$20,216
Margin
28.0%
Created
Jan 14, 2026
76 days ago
Status update
Feb 1, 2026
58 days ago
Copperline Villa
Declined
Owner
Morgan Lee
Amount
$121,000
Profit
$35,090
Margin
29.0%
Created
Jan 30, 2026
60 days ago
Status update
Jan 30, 2026
60 days ago
Arborline Works
Submitted
Owner
Avery Quinn
Amount
$87,000
Profit
$26,100
Margin
30.0%
Created
Jan 27, 2026
63 days ago
Status update
Jan 27, 2026
63 days ago
Harborline Group
Submitted
Owner
Riley Chen
Amount
$94,000
Profit
$25,380
Margin
27.0%
Created
Jan 24, 2026
66 days ago
Status update
Jan 24, 2026
66 days ago
Sable Shore
Viewed By Client
Owner
Jordan Reed
Amount
$134,000
Profit
$45,560
Margin
34.0%
Created
Jan 22, 2026
68 days ago
Status update
Jan 22, 2026
68 days ago
Maple Bay Studio
Accepted
Owner
Riley Chen
Amount
$40,850
Profit
$12,255
Margin
30.0%
Created
Jan 9, 2026
81 days ago
Status update
Jan 22, 2026
68 days ago
Redwood Key
Accepted
Owner
Avery Quinn
Amount
$175,750
Profit
$56,240
Margin
32.0%
Created
Jan 4, 2026
86 days ago
Status update
Jan 18, 2026
72 days ago
Stonehaven Flat
Viewed By Client
Owner
Morgan Lee
Amount
$98,000
Profit
$30,380
Margin
31.0%
Created
Jan 17, 2026
73 days ago
Status update
Jan 17, 2026
73 days ago
Crescent Orchard
Declined
Owner
Jordan Reed
Amount
$112,000
Profit
$36,960
Margin
33.0%
Created
Jan 11, 2026
79 days ago
Status update
Jan 11, 2026
79 days ago
Willowstone House
Viewed By Client
Owner
Morgan Lee
Amount
$69,000
Profit
$20,010
Margin
29.0%
Created
Jan 7, 2026
83 days ago
Status update
Jan 7, 2026
83 days ago
| Silverline Court | Jordan Reed | $59,850 | $20,349 | 34.0% | Accepted | Mar 18, 2026 13 days ago | Mar 30, 2026 1 day ago | |
| Pineward Loft | Riley Chen | $74,100 | $23,712 | 32.0% | Accepted | Mar 17, 2026 14 days ago | Mar 29, 2026 2 days ago | |
CO D-CO-2003 | Bluegrain House | Jordan Reed | $34,200 | $12,312 | 36.0% | Accepted | Mar 25, 2026 6 days ago | Mar 28, 2026 3 days ago |
| Windward Crest | Jordan Reed | $42,750 | $13,253 | 31.0% | Accepted | Mar 18, 2026 13 days ago | Mar 28, 2026 3 days ago | |
CO D-CO-2004 | Lattice Hall | Riley Chen | $19,000 | $6,270 | 33.0% | Submitted | Mar 27, 2026 4 days ago | Mar 27, 2026 4 days ago |
| Bluegrain House | Jordan Reed | $199,500 | $65,835 | 33.0% | Accepted | Mar 2, 2026 29 days ago | Mar 24, 2026 7 days ago | |
| Bluewater Terrace | Riley Chen | $66,000 | $19,800 | 30.0% | Submitted | Mar 24, 2026 7 days ago | Mar 24, 2026 7 days ago | |
| Oakmere Point | Avery Quinn | $146,000 | $43,800 | 30.0% | Submitted | Mar 23, 2026 8 days ago | Mar 23, 2026 8 days ago | |
| Rosegate Studio | Morgan Lee | $72,000 | $20,160 | 28.0% | Submitted | Mar 22, 2026 9 days ago | Mar 22, 2026 9 days ago | |
| Everline Ridge | Morgan Lee | $58,000 | $15,660 | 27.0% | Declined | Mar 21, 2026 10 days ago | Mar 21, 2026 10 days ago | |
| Hillcrest Yard | Avery Quinn | $88,000 | $29,920 | 34.0% | Viewed By Client | Mar 20, 2026 11 days ago | Mar 20, 2026 11 days ago | |
| Seacliff Annex | Riley Chen | $107,000 | $34,240 | 32.0% | Declined | Mar 16, 2026 15 days ago | Mar 16, 2026 15 days ago | |
| Glasspoint Manor | Morgan Lee | $92,000 | $25,760 | 28.0% | Viewed By Client | Mar 15, 2026 16 days ago | Mar 15, 2026 16 days ago | |
| Parkline Bungalow | Morgan Lee | $38,000 | $10,260 | 27.0% | Submitted | Mar 13, 2026 18 days ago | Mar 13, 2026 18 days ago | |
| Summit Channel | Avery Quinn | $84,000 | $26,040 | 31.0% | Submitted | Mar 12, 2026 19 days ago | Mar 12, 2026 19 days ago | |
| Lattice Hall | Riley Chen | $147,250 | $44,175 | 30.0% | Accepted | Feb 13, 2026 46 days ago | Mar 10, 2026 21 days ago | |
| Linden Passage | Avery Quinn | $93,000 | $26,970 | 29.0% | Viewed By Client | Mar 10, 2026 21 days ago | Mar 10, 2026 21 days ago | |
| Marble Pier | Avery Quinn | $118,000 | $35,400 | 30.0% | Submitted | Mar 9, 2026 22 days ago | Mar 9, 2026 22 days ago | |
| Amberline Court | Jordan Reed | $49,000 | $14,700 | 30.0% | Submitted | Mar 8, 2026 23 days ago | Mar 8, 2026 23 days ago | |
| Ridgeview Annex | Riley Chen | $118,000 | $38,940 | 33.0% | Viewed By Client | Mar 6, 2026 25 days ago | Mar 6, 2026 25 days ago | |
| Graystone Harbor | Morgan Lee | $62,000 | $17,360 | 28.0% | Submitted | Mar 4, 2026 27 days ago | Mar 4, 2026 27 days ago | |
CO D-CO-2002 | Cedar Basin | Jordan Reed | $22,800 | $7,752 | 34.0% | Accepted | Feb 24, 2026 35 days ago | Mar 3, 2026 28 days ago |
| Canyonline Trust | Avery Quinn | $174,000 | $59,160 | 34.0% | Declined | Mar 1, 2026 30 days ago | Mar 1, 2026 30 days ago | |
| Westmere Hall | Jordan Reed | $54,000 | $16,740 | 31.0% | Submitted | Feb 26, 2026 33 days ago | Feb 26, 2026 33 days ago | |
| Laurel Mesa | Riley Chen | $60,800 | $19,456 | 32.0% | Accepted | Feb 2, 2026 57 days ago | Feb 25, 2026 34 days ago | |
| Orchardline Flat | Riley Chen | $74,000 | $21,460 | 29.0% | Viewed By Client | Feb 23, 2026 36 days ago | Feb 23, 2026 36 days ago | |
| Aster Landing | Morgan Lee | $126,000 | $32,760 | 26.0% | Viewed By Client | Feb 22, 2026 37 days ago | Feb 22, 2026 37 days ago | |
| Bayridge Nest | Morgan Lee | $81,000 | $24,300 | 30.0% | Submitted | Feb 20, 2026 39 days ago | Feb 20, 2026 39 days ago | |
| Cedar Basin | Jordan Reed | $156,750 | $48,593 | 31.0% | Accepted | Jan 28, 2026 62 days ago | Feb 18, 2026 41 days ago | |
| Northstar Cove | Avery Quinn | $46,000 | $16,100 | 35.0% | Viewed By Client | Feb 17, 2026 42 days ago | Feb 17, 2026 42 days ago | |
| Violet Range | Jordan Reed | $68,000 | $21,760 | 32.0% | Submitted | Feb 15, 2026 44 days ago | Feb 15, 2026 44 days ago | |
| Brighton Grove | Riley Chen | $57,000 | $15,390 | 27.0% | Declined | Feb 12, 2026 47 days ago | Feb 12, 2026 47 days ago | |
| Juniper Crest | Riley Chen | $49,400 | $13,338 | 27.0% | Accepted | Jan 20, 2026 70 days ago | Feb 11, 2026 48 days ago | |
| Clearwater Terrace | Morgan Lee | $99,000 | $27,720 | 28.0% | Viewed By Client | Feb 10, 2026 49 days ago | Feb 10, 2026 49 days ago | |
| Fieldstone Modern | Avery Quinn | $158,000 | $52,140 | 33.0% | Submitted | Feb 7, 2026 52 days ago | Feb 7, 2026 52 days ago | |
| Elmwater Place | Jordan Reed | $73,000 | $22,630 | 31.0% | Viewed By Client | Feb 5, 2026 54 days ago | Feb 5, 2026 54 days ago | |
| Northline Studio | Morgan Lee | $125,400 | $36,366 | 29.0% | Accepted | Jan 12, 2026 78 days ago | Feb 4, 2026 55 days ago | |
| Tidal North | Avery Quinn | $71,000 | $19,880 | 28.0% | Declined | Feb 3, 2026 56 days ago | Feb 3, 2026 56 days ago | |
CO D-CO-2001 | Redwood Key | Avery Quinn | $26,600 | $9,310 | 35.0% | Accepted | Jan 25, 2026 65 days ago | Feb 2, 2026 57 days ago |
| Briarcliff Lane | Avery Quinn | $72,200 | $20,216 | 28.0% | Accepted | Jan 14, 2026 76 days ago | Feb 1, 2026 58 days ago | |
| Copperline Villa | Morgan Lee | $121,000 | $35,090 | 29.0% | Declined | Jan 30, 2026 60 days ago | Jan 30, 2026 60 days ago | |
| Arborline Works | Avery Quinn | $87,000 | $26,100 | 30.0% | Submitted | Jan 27, 2026 63 days ago | Jan 27, 2026 63 days ago | |
| Harborline Group | Riley Chen | $94,000 | $25,380 | 27.0% | Submitted | Jan 24, 2026 66 days ago | Jan 24, 2026 66 days ago | |
| Sable Shore | Jordan Reed | $134,000 | $45,560 | 34.0% | Viewed By Client | Jan 22, 2026 68 days ago | Jan 22, 2026 68 days ago | |
| Maple Bay Studio | Riley Chen | $40,850 | $12,255 | 30.0% | Accepted | Jan 9, 2026 81 days ago | Jan 22, 2026 68 days ago | |
| Redwood Key | Avery Quinn | $175,750 | $56,240 | 32.0% | Accepted | Jan 4, 2026 86 days ago | Jan 18, 2026 72 days ago | |
| Stonehaven Flat | Morgan Lee | $98,000 | $30,380 | 31.0% | Viewed By Client | Jan 17, 2026 73 days ago | Jan 17, 2026 73 days ago | |
| Crescent Orchard | Jordan Reed | $112,000 | $36,960 | 33.0% | Declined | Jan 11, 2026 79 days ago | Jan 11, 2026 79 days ago | |
| Willowstone House | Morgan Lee | $69,000 | $20,010 | 29.0% | Viewed By Client | Jan 7, 2026 83 days ago | Jan 7, 2026 83 days ago |