invoice_overdueToday
— INV-4471 is 38 days past terms
$24,180 outstanding. Available credit is down to $9,420 against a $150,000 limit.
CRM
Viewing As
Recent
Two records look like the same company. Marbles & Granite and Marbles and Granite LLC share a phone number and a website domain.
| Client ▲ | Type | Rep | Last Order ▲ | Sales 12M | Open | Next Action | Health & Status |
|---|---|---|---|---|---|---|---|
| Marta Ruiz · Owner · Miami | Fabricator | You | 30 Jun 202660 days ago | $214,800 | 2 | Call Marta6 days overdue | Growing · VIP |
| Ray Okonkwo · GM · Tampa | Fabricator | You | 30 Mar 2026152 days ago | $328,100 | 1 | Collect paymentDue today | At Risk · Credit Hold |
| Dev Patel · Purchasing · Miami | Retail | You | 11 Feb 2026199 days ago | $46,300 | 0 | Birthday wishesToday | Stable · Active |
| Ana Beltran · Principal · Coral Gables | Designer | You | 14 May 2026107 days ago | $7,450 | 1 | Quote follow-upDue today | Healthy · New |
| Luis Ferrer · Buyer · Hialeah | Fabricator | D. Serrano | 12 Jun 202678 days ago | $128,400 | 0 | —Nothing scheduled | At Risk · Active |
| No primary contact set | Retail | Unassigned | —Never ordered | $0 | 0 | —Nothing scheduled | Prospect |
| Due ▲ | Client | Contact | Type | Related To | Owner | Priority | Status |
|---|---|---|---|---|---|---|---|
| 14 Aug 20266 days overdue | Marta Ruiz | Call | EST-2261 · $18,400 | You | High | Overdue | |
| 20 Aug 2026Today · 09:00 | Ray Okonkwo | Collect Payment | INV-4471 · $24,180 | You | High | Due Today | |
| 20 Aug 2026Today | Ana Beltran | Quote Follow-Up | EST-2198 · $31,600 | You | Medium | Due Today | |
| 22 Aug 2026In 2 days | Sofia Marek | Confirm Container | OPP-318 · $86,000 | You | Medium | Upcoming | |
| 27 Aug 2026In 7 days · rescheduled once | Dev Patel | Reconnect After Travel | — | You | Low | Rescheduled | |
| 18 Aug 2026Completed 18 Aug | Nina Okafor | Send New Arrivals | Showroom · Autumn Warm | You | Low | Completed |
11open opportunities
$412Kexpected value
$236Kweighted
3with no next action
2past their close date
| Opportunity ▲ | Stage | Expected | Close Date ▲ | Conf. | Next Action | Status |
|---|---|---|---|---|---|---|
| Autumn container, 20 slabs · Sofia Marek | Building A Container | $86,000 | 15 Sept 2026 | 70% | Confirm before booking closes | Open |
| Calacatta re-order, same lot · Marta Ruiz | Client Reviewing | $18,400 | 5 Sept 2026 | 60% | Call about the container clearing | Open |
| Coral Gables residential project · Ana Beltran | Quote Sent | $31,600 | 2 Sept 2026 | 45% | Follow up on unanswered quote | Stalled 9 Days |
| Waiting on warm quartzite bundles · Nina Okafor | Needs Identified | $54,000 | 30 Sept 2026 | 35% | None set | No Next Action |
| Replace their current supplier · Luis Ferrer | Client Contacted | $120,000 | 10 Aug 2026 | 25% | Re-qualify, date has passed | Date Passed |
| Second showroom, Doral · Dev Patel | Won | $42,300 | 28 Jul 2026 | 100% | — | Won |
| Segment ▲ | Built From | Used For | Owner | Members |
|---|---|---|---|---|
| Updated 18 Aug 2026 | Preference: quartzite, warm tones · excludes heavy veining | Promotions · VIP Showrooms | You | 14 |
| Updated 12 Aug 2026 | Lifecycle: VIP · territory: Miami · sales 12M > $100K | Quote Distribution · Reports | D. Serrano | 9 |
| Updated this morning | Health: at risk · sales 12M > $75K · no order in 120 days | Follow-Up Campaigns · Sales Assignments | D. Serrano | 6 |
| Updated 4 Aug 2026 | Typical container size ≥ 18 slabs · purchase frequency quarterly | Promotions · Follow-Up Campaigns | You | 11 |
| Updated this morning | Financial standing: overdue · any open unpaid invoice | Reports · Follow-Up Campaigns | Finance | 5 |
9unreviewed
2financial
4buying signals
3inventory matches
Low-value events are suppressed rather than queued.
credit_status_changedYesterday
— moved to Credit Hold by Finance
New orders will not be accepted until the balance clears. Two open quotes are affected.
repeat_product_view4 minutes ago
— sixth view of Taj Mahal Quartzite 3cm Polished in nine days
Marta Ruiz is on the product page now. Two slabs went onto the wish list four minutes ago.
quote_viewed_unanswered9 days
— EST-2198 opened three times, never answered
$31,600. Six minutes on the Taj Mahal page each visit. Expires 2 Sept.
inventory_matches_preferenceArrived overnight
— Lot QZ-4471 matches their stated preference
Light warm quartzite, minimal movement, 3cm Polished. They have been waiting on exactly this since June.
12 slabs, Miami · nothing has been sent — you decide whether it goes out
wishlist_item_lowThis morning
— a wish-list item is down to 3 slabs
Perla Venata 3cm Honed. Two of the remaining slabs were just placed on hold for another client.
client_stopped_purchasingDetected 18 Aug
— 78 days since the last order against a 46-day average
Fourteen orders since Jan 2023. This is the longest gap on record for this client.
Recent Runs
Yours and your team's, last 30 days| Report | Scope | Run By | When | Output |
|---|---|---|---|---|
| Clients With No Next Action | My clients · August 2026 | You | This morning | On screen |
| Time Since Last Order | Miami territory | D. Serrano | 19 Aug 2026 | Excel |
| Storefront And Showroom Engagement | VIP segment · Q3 | You | 15 Aug 2026 |
Team
Period
Performance Status
Who is on track, who is not, and what has changed since the last review| Rep ▲ | Target | Actual | Progress | Forecast | Since Last Review | Pace |
|---|---|---|---|---|---|---|
| M. AlvarezMiami · 38 clients | $420,000 | $372,400 | $448,000 | +$61K · one deal moved to Committed | Ahead Of Pace | |
| D. SerranoMiami · 34 clients | $420,000 | $281,900 | $396,000 | −$18K · a container slipped to September | At Risk | |
| K. NowakDallas · 24 clients | $360,000 | $187,700 | $236,000 | −$44K · two opportunities lost on price | Behind Pace | |
| Dallas TerritoryRolled up · 1 salesperson | $360,000 | $187,700 | $236,000 | Coverage gap — 2 unowned accounts | Needs Attention |
Time Comparisons
This period against its target, the previous period and the same period last year| Metric | This Period | Target | Previous | Last Year | Trend |
|---|---|---|---|---|---|
| Sales | $842K | $1.20M | $1.14M | $968K | Down on both |
| Gross Margin | 31.4% | 33.0% | 33.2% | 32.1% | Discounting up |
| Orders Booked | 37 | 48 | 46 | 41 | Fewer, larger |
| New Clients | 6 | 8 | 5 | 7 | Up on July |
| Quote To Order | 24% | 30% | 29% | 27% | Worth a look |
Activity And Meaningful Progress
Volume on the left, what it actually moved on the right — activity is not a result| Activity | Volume | Meaningful Progress | Conversion |
|---|---|---|---|
| Calls | 214 | Client responded · 96 | 45% |
| Emails and messages | 388 | Client responded · 71 | 18% |
| Client meetings and visits | 42 | Products selected · 24 | 57% |
| Quotes sent | 61 | Quote accepted · 19 | 31% |
| Holds created | 27 | Order closed · 15 | 56% |
| VIP Showroom invitations | 33 | Container advanced · 8 | 24% |
| Responses to active online clients | 48 | Opportunity moved on · 21 | 44% |
| Inactive clients re-engaged | 19 | Overdue payment resolved · 4 | 21% |
Targets Against Results
August 2026 · 8 days remaining · results are always compared to the target that applied at the time| Rep ▲ | Metric | Period | Target | Actual | % | Difference | Pace |
|---|---|---|---|---|---|---|---|
| M. Alvarez | Sales Revenue | Aug 2026 | $420,000 | $372,400 | 89% | −$47,600 | Ahead Of Pace |
| M. Alvarez | Quote To Order | Aug 2026 | 30% | 34% | 113% | +4 pts | Ahead Of Pace |
| D. Serrano | Sales Revenue | Aug 2026 | $420,000 | $281,900 | 67% | −$138,100 | At Risk |
| D. Serrano | New Clients Acquired | Aug 2026 | 3 | 1 | 33% | −2 | Behind Pace |
| K. Nowak | Sales Revenue | Aug 2026 | $360,000 | $187,700 | 52% | −$172,300 | Not Reachable |
| K. Nowak | Client Follow-Ups Completed | Aug 2026 | 60 | 58 | 97% | −2 | On Pace |
| Miami Team | Inactive Clients Reactivated | Q3 2026 | 12 | 7 | 58% | −5 | At Risk |
Target Change History
Original, revised, who changed it and why — kept for accountability| Rep | Metric | Original | Revised | Reason | Changed By |
|---|---|---|---|---|---|
| K. Nowak | Sales Revenue · Aug | $400,000 | $360,000 | Dallas territory split; two accounts moved out | You · 4 Aug 2026 |
| M. Alvarez | Sales Revenue · Aug | $380,000 | $420,000 | Took on the two accounts released from Dallas | You · 4 Aug 2026 |
| Miami Team | Reactivations · Q3 | 10 | 12 | Reactivation campaign approved for September | R. Vance · 28 Jul 2026 |
$486Kcommitted
$312Klikely
$264Kpossible
$118Kat risk
$92Kexcluded
$120Kbelow target
Category
Source
Forecast
August 2026 · $1.08M forecast against a $1.20M target| Client And Opportunity ▲ | Rep | Expected | Close Date | Stage | Last Activity | Next Action | Category |
|---|---|---|---|---|---|---|---|
| Autumn container, 20 slabs | M. Alvarez | $86,000 | 15 Sept | Building A Container | Yesterday | Confirm booking | Committed |
| Calacatta re-order | M. Alvarez | $18,400 | 5 Sept | Client Reviewing | 12 Aug | Call once container clears | Likely |
| Coral Gables residential | D. Serrano | $31,600 | 2 Sept | Quote Sent | 9 days ago | Follow up | At Risk |
| Replace current supplier | D. Serrano | $120,000 | 10 Aug | Client Contacted | 22 days ago | None set | At Risk |
| Warm quartzite bundles | K. Nowak | $54,000 | 30 Sept | Needs Identified | 6 days ago | Send arrivals | Possible |
| Q4 restock | K. Nowak | $92,000 | 20 Oct | Needs Identified | 15 days ago | Resolve credit hold first | Excluded |
Needing Your Review
Forecast items with no recent activity, or a closing date that has already passed- Stone Works Miami · $120,000 — closing date passed 10 days ago and no next action is set. Still sitting in the August forecast. Risk stated by D. Serrano: “incumbent supplier cut price.” Support requested: a margin exception.
- Verde Studios · $31,600 — no activity for 9 days while the quote sits open. Category still Likely as of the last submission.
- Gulf Coast Fabrication · $92,000 — value has changed three times and the closing date twice since it was created. Excluded for now on a credit hold.
Forecast Accuracy
What was forecast against what actually closed — July 2026| Rep | Forecast | Closed | Slipped | Lost | Added Late | Accuracy |
|---|---|---|---|---|---|---|
| M. Alvarez | $412K | $398K | $14K | $0 | $22K | 97% |
| D. Serrano | $388K | $296K | $62K | $30K | $8K | 76% |
| K. Nowak | $340K | $188K | $74K | $78K | $41K | 55% |
| Team | $1.14M | $882K | $150K | $108K | $71K | 77% |
Pipeline By Stage
$1.94M unweighted across 46 open opportunities · pick a stage to filter the listOpen Opportunities
46 open · 5 with no next action · 4 stalled in one stage · 3 past their closing date| Opportunity ▲ | Rep | Expected | Stage | In Stage | Age | Close Date | Next Action | Risk |
|---|---|---|---|---|---|---|---|---|
| Replace current supplier | D. Serrano | $120,000 | Client Contacted | 44d | 61d | 10 Aug | None | High |
| Q4 restock | K. Nowak | $92,000 | Needs Identified | 21d | 38d | 20 Oct | Resolve credit hold | High |
| Autumn container, 20 slabs | M. Alvarez | $86,000 | Building A Container | 9d | 32d | 15 Sept | Confirm booking | Low |
| Warm quartzite bundles | K. Nowak | $54,000 | Needs Identified | 34d | 71d | 30 Sept | None | Medium |
| Coral Gables residential | D. Serrano | $31,600 | Quote Sent | 9d | 26d | 2 Sept | Follow up | Medium |
Pipeline Management
Eight ways an opportunity goes wrong — each opens the list behind it- 5 opportunities have no next action — $268K in total, two of them above $50K.
- 6 have an overdue action — oldest is 22 days past.
- 7 have been inactive for over 14 days — no logged interaction of any kind.
- 4 are stuck in one stage — over 30 days without moving. Three of them sit at Client Contacted.
- 3 closing dates have expired — still counted in the current forecast.
- 2 are large enough to want you in the room — above the $100K management-review threshold.
- 3 keep changing value or closing date — three or more revisions each since creation.
- 5 will probably miss the forecast period — $182K that most likely lands in September.
Lost-Sale Analysis
Eleven losses this period, $318K — every loss carries a recorded reason| Reason | Count | Value | Most Affected | Most Affected Product | Share |
|---|---|---|---|---|---|
| Price | 4 | $142K | K. Nowak | Taj Mahal Quartzite | 45% |
| Competitor | 2 | $68K | D. Serrano | Calacatta Gold | 21% |
| Product Unavailable | 2 | $44K | M. Alvarez | Perla Venata | 14% |
| Client Stopped Responding | 1 | $32K | D. Serrano | — | 10% |
| Credit Issue | 1 | $20K | K. Nowak | Mixed | 6% |
| Timing | 1 | $12K | M. Alvarez | Absolute Black | 4% |
Prepared For You
Monday 24 Aug, 09:00 · Miami Sales Team · assembled automatically before the meeting- 2 commitments from last week are overdue — “Visit five inactive clients” (K. Nowak, 1 of 5 done) and “Close the Lumina container” (M. Alvarez, rescheduled once).
- Forecast fell $86K since the last meeting — a container slipped to September and one opportunity moved from Likely to At Risk.
- 6 quotes need follow-up — $214K, all opened by the client and unanswered beyond seven days.
- 3 holds expire this week — 11 slabs, $96K. Two belong to clients building containers.
- 3 clients are building containers — Lumina at 14 of 20 slabs, Atlas at 6 of 18, Harbor at 9 of 12.
- 9 clients have had no contact for 30 days, 4 have no next action — $412K of trailing-twelve-month value between them.
- 2 overdue invoices need sales involvement — Gulf Coast at $24,180 and Coastal Surfaces at $6,400.
- 4 new opportunities detected from Storefront and Showroom activity — repeat views and wish-list additions with no salesperson contact yet.
- 3 approvals are waiting on you — two discount requests and a hold extension, one with a deadline today.
- 1 request for manager support — D. Serrano asked you to join the Stone Works Miami conversation.
Agenda
Drag to reorder · mark discussed or defer as you go- Last week's commitmentsLinked to 6 commitments · 4 completed, 2 overdue Discussed
- Target and forecast against August$842K actual, $1.08M forecast, $1.20M target
- Stone Works Miami — $120K, closing date passedLinked to OPP-291 · D. Serrano · support requested
- Holds expiring this weekLinked to 3 holds · $96K
- Discounting is running 1.8 points over planGroup setting — no individual client pricing on screen
Team Meeting Record
What the room agreed, and what leaves the room as a commitmentDecisions And Priorities
- Stone Works Miami moves to Excluded until re-qualified — the manager joins the account. Forecast change recorded.
- Holds expiring this week get a 5-day extension — management approval granted for the two container clients only.
- Escalated: Dallas coverage — two unowned accounts raised to R. Vance for a hiring decision.
- Manager support promised — joint call with D. Serrano on Stone Works Miami before Friday.
Team Priorities This Week
Shared in the room. Nothing on this list carries client pricing or individual performance detail.
- Worth sharing — M. Alvarez turned a repeat-view alert into an $86K container in nine days.
- Common objection — “the incumbent is 8% cheaper”, raised in four conversations this month.
- Operational blocker — Dallas container bookings are closing three days earlier than the sheet says.
Salesperson
Period Reviewed
One-On-One — D. Serrano
21 Aug 2026 · you and D. Serrano · period reviewed: August 2026Results Reviewed
$281.9Kactual against $420K
67%of target
$396Kforecast
76%forecast accuracy
Opportunities And Clients Discussed
- Stone Works Miami · $120K — closing date passed, no next action. Agreed to re-qualify with the manager on a joint call.
- Verde Studios · $31.6K — quote opened three times and never answered. Agreed to call rather than email again.
Previous Commitments
- Reactivate three former clients — completed. Two placed an order, one asked to be contacted in Q4.
- Follow up on every quote above $20K within 48 hours — completed without the expected result: four of six were followed up late.
Coaching And Support
Manager-only. Coaching notes, performance concerns and anything personnel-related stay on this record. They never appear in a team meeting, in a client record, or in anything the salesperson sees, unless you explicitly share them.
- Coaching topic · quote follow-up speed — evidence: 24% quote-to-order against a 30% target, and a median of 6 days to first follow-up. Agreed action: call within 48 hours on anything above $20K. Review 15 Sept.
- Training need · objection handling on price — two losses this period to an incumbent 8% cheaper. Sit in on M. Alvarez's next negotiation.
- Manager action — join the Stone Works Miami call before Friday, and decide the margin exception.
Next meeting: 4 Sept 2026.
Sales Meeting History
Agenda, results, forecast at the time, decisions and commitments — kept for every meeting| Date ▲ | Kind | Participants | Forecast Then | Decisions | Commitments | Next Meeting |
|---|---|---|---|---|---|---|
| 17 Aug 2026 | Team | You, M. Alvarez, D. Serrano, K. Nowak | $1.16M | 3 | 6 assigned · 4 completed, 2 overdue | 24 Aug |
| 14 Aug 2026 | One-On-One | You, K. Nowak | $268K | 2 | 3 assigned · 1 completed, 1 blocked | 28 Aug |
| 10 Aug 2026 | Team | You, M. Alvarez, D. Serrano, K. Nowak | $1.21M | 4 | 7 assigned · 6 completed | 17 Aug |
| 7 Aug 2026 | One-On-One | You, D. Serrano | $402K | 1 | 2 assigned · 2 completed | 21 Aug |
14open
5due this week
4overdue
22completed this month
2blocked
Unfinished commitments carry into the next meeting on their own.
Commitments
From team meetings and one-on-ones · a completion always requires an outcome| Commitment ▲ | Owner | Related To | Due ▲ | Priority | Outcome | Status |
|---|---|---|---|---|---|---|
| Visit five inactive clientsExpected: two reactivated | K. Nowak | At Risk segment | 15 Aug | Medium | 1 of 5 visited | Overdue |
| Close the Lumina container this weekExpected: booking confirmed | M. Alvarez | OPP-318 · $86,000 | 22 Aug | High | — | In Progress |
| Resolve the Gulf Coast overdue balanceExpected: payment plan agreed | K. Nowak | INV-4471 · $24,180 | 20 Aug | High | — | Blocked |
| Call every client on a quote above $20K by FridayExpected: six calls logged | D. Serrano | 6 open quotes | 22 Aug | Medium | — | Not Started |
| Promote the newly arrived warm quartzite bundlesExpected: showroom to 12 clients | M. Alvarez | Warm Quartzite Buyers | 18 Aug | Low | Sent to 12, 4 opened | Completed |
| Reactivate three former clientsExpected: three conversations | D. Serrano | Reactivation campaign | 14 Aug | Medium | 2 ordered, 1 deferred to Q4 | Completed |
| Ask for approval on the Stone Works pricing exceptionExpected: decision before Friday | D. Serrano | OPP-291 · $120,000 | 21 Aug | High | Submitted, awaiting decision | In Progress |
3critical
3high
2medium
$584Kexposed value
Ranked by value, client importance, urgency, deadline and likelihood of losing it.
closing_date_passed Critical10 days past
— $120K opportunity has no next action and its date has gone
D. Serrano · stalled in Client Contacted for 44 days. Still counted in the August forecast. Support requested: a margin exception.
important_client_overdue Critical38 days past terms
— $24,180 overdue on the team's largest account
$328K trailing twelve months. Now on credit hold, which blocks a $92K restock already in the pipeline.
high_value_client_unassigned Critical19 days
Two Dallas accounts have no salesperson
$186K of combined trailing-twelve-month value. Neither has been contacted since the territory split on 4 Aug.
large_quote_not_followed_up High9 days
— $31.6K quote opened three times, never followed up
D. Serrano · six minutes on the product page each visit. Expires 2 Sept.
hold_expiring HighExpires in 2 days
Three holds worth $96K expire this week
Two belong to clients actively building containers. A hold extension needs your approval.
excessive_discount HighSubmitted yesterday
K. Nowak requested 18% off list on a $64K order
Above the 12% threshold that requires management approval. Third exception request from this salesperson this month.
viewing_without_contactMedium6 views, 9 days
— repeatedly viewing products with no salesperson contact
K. Nowak owns the account. No logged interaction since 14 Aug while the client visited four times.
inventory_wanted_by_manyMedium3 clients
Lot QZ-4471 is wanted by three clients at once
12 slabs available. One hold already placed; two other accounts have it on a wish list. Someone will be disappointed.
How Exceptions Are Ranked
The weights behind the order abovePotential sales value
Client importance
Urgency
Deadline
Inventory availability
Financial exposure
Time since last action
Likelihood of losing it
Notify Me When
A notification says who, which client, why it matters and what it is worthA high-value opportunity materially changesAbove
A committed forecast item becomes at riskImmediately
A significant opportunity has no next actionAfter days
A large quote stays unansweredAfter days
A hold approaches expiration days before
A salesperson falls materially behind targetBelow %
A salesperson's forecast drops materiallyOver %
An important commitment becomes overdueHigh priority only
An approval request is submittedImmediately
A high-value client becomes inactiveAbove
A major opportunity is won or lostAbove
A closing date passes without resolutionNext day
Salesperson
Period
Results
D. Serrano · August 2026Pipeline And Conversion
What is open, and what actually turns into an orderExecution
What was promised against what happenedQuality
How reliable the numbers are, and what the losses have in commonA scorecard exists to make a coaching conversation possible. It is not a single grade, and no number on it stands without the records behind it.
Coaching Insights
Patterns worth a conversation, each with the evidence that raised it- Strong pipeline, low closing rate — $664K open against a 34% win rate, seven points under the team.
- Slow follow-up — median 6 days to first contact on a quote; four of six above $20K were late.
- Excessive discounting — 11.4% average against a team average of 8.1%, and nine price overrides in twelve orders.
- Weak new-client acquisition — one new client against a target of three, two months running.
- Poor response to online activity — 9 hours median against a team median of 3, on clients who were live on the site.
- Repeated loss for the same reason — two of three losses this period were to the same competitor on price.
Coaching Log
Topic, evidence, agreed action, review date and what came of it| Rep | Topic | Business Evidence | Agreed Action | Review | Outcome |
|---|---|---|---|---|---|
| D. Serrano | Quote follow-up speed | 24% quote-to-order, median 6 days to first contact | Call within 48 hours above $20K | 15 Sept | Open |
| K. Nowak | Discounting behaviour | 18% requested on a $64K order; third exception this month | Bring pricing to the manager before offering | 1 Sept | Open |
| M. Alvarez | Forecast discipline | Two items added late in July, both closed | Submit the forecast by Wednesday each week | 28 Aug | Improved |
Coverage By Salesperson
96 clients across three salespeople · 2 unassigned · 5 never contacted since assignment| Rep ▲ | Clients | Active | No Contact 30d | No Next Action | High Value, Neglected | Touched | Coverage |
|---|---|---|---|---|---|---|---|
| M. Alvarez | 38 | 31 | 2 | 1 | 0 | 92% | |
| D. Serrano | 34 | 26 | 4 | 4 | 2 | 74% | |
| K. Nowak | 24 | 15 | 3 | 3 | 3 | 58% | |
| Unassigned | 2 | 0 | 2 | 2 | 2 | 0% |
Needing A Decision
Ownership gaps, conflicts and clients nobody is looking after- 2 clients have no salesperson — Dallas Surface Group ($112K) and Lone Star Fabrication ($74K), unowned since the territory split on 4 Aug.
- 5 high-value clients are getting too little attention — each above $75K trailing twelve months with no contact in over 30 days.
- 3 clients have an open opportunity and no activity — $206K sitting untouched for more than two weeks.
- 2 clients were contacted by more than one salesperson — Coastal Surfaces was called by both D. Serrano and K. Nowak in the same week.
- 1 territory conflict — Atlas Countertops sits in the Gulf Coast territory but is owned by a Miami salesperson.
Reassignment History
Ownership changes keep their reason, and open follow-ups and opportunities travel with the client| Client | From | To | Changed By | Reason | When |
|---|---|---|---|---|---|
| Atlas Countertops | K. Nowak | M. Alvarez | You | Territory split — 4 follow-ups and 1 opportunity moved with it | 4 Aug 2026 |
| Coastal Surfaces | Unassigned | D. Serrano | You | New client from the trade show | 28 Jul 2026 |
| Stone Works Miami | M. Alvarez | D. Serrano | R. Vance | Rebalancing after a book review | 14 Jul 2026 |
3awaiting your decision
1deadline today
$196Kvalue at stake
14decided this month
Approval Queue
Discounts, fixed-price exceptions, hold extensions and credit-related sales exceptions| Requested By | Client | Transaction | Requested | Justification | Value | Deadline | Decision |
|---|---|---|---|---|---|---|---|
| K. Nowak | EST-2274 | 18% off list | Incumbent quoted 8% under us on the same lot | $64,000 | Today | Pending | |
| D. Serrano | OPP-291 | Fixed price, 12 months | Replacing their current supplier needs a stable number | $120,000 | 23 Aug | Pending | |
| M. Alvarez | HLD-882 | Extend hold by 5 days | Container is at 14 of 20 slabs and closes Friday | $12,400 | 22 Aug | Pending | |
| K. Nowak | INV-4471 | Release credit hold for one order | Payment plan agreed with Finance | $24,180 | 19 Aug | Rejected | |
| M. Alvarez | EST-2261 | 9% off list | Repeat lot, sixth order this year | $18,400 | 15 Aug | Approved |
Management Reports
Every report opens the business records behind its numbersPermissions And Confidentiality
Who may see or change each kind of information| Information | Rep | Sales Manager | Finance | Administrator |
|---|---|---|---|---|
| Clients assigned to another salesperson | Hidden | Own team | All | All |
| Personal relationship notes | Own clients | Own team | Hidden | All |
| Product preferences and exclusions | Own clients | Own team | Hidden | All |
| Pricing and discounts | Own clients | All | All | All |
| Credit, debit and unpaid invoices | Summary only | All | All | All |
| Gross profit and margin | Hidden | All | All | All |
| Individual salesperson performance | Own only | Own team | Hidden | All |
| One-on-one meeting notes | Own, shared parts | Own team | Hidden | Hidden |
| Manager-only coaching notes | Hidden | Own team | Hidden | Hidden |
| Changing a target | No | Yes | No | Yes |
| Changing a forecast category | Own only | Request revision | No | Yes |
| Reassigning a client or opportunity | No | Own team | No | Yes |
| Approving an exception | No | Yes | Credit only | Yes |
| Executive comparisons across managers | No | No | No | Yes |
Custom Client Fields
Extra business fields on the client company and on its contacts| Field | Applies To | Type | Options | Available In |
|---|---|---|---|---|
| Preferred Container Size | Client company | Single choice | 12, 18, 20, 24 slabs | Views · Segments · Reports |
| Fabrication Capability | Client company | Multiple choice | Waterjet, CNC, Mitre, Bookmatch | Views · Segments |
| Showroom Square Footage | Client company | Number | — | Reports |
| Trade Association Member | Client company | Yes or no | — | Segments |
| Site Visit Preferred Day | Contact | Single choice | Mon – Fri | Views |
| Certification Expiry | Contact | Date | — | Views · Reports |
| Internal Reference | Client company | Text | — | Views |
Client Health
Which factors are allowed to move a client's health, and by how muchPurchase frequency
Sales trend
Time since the last order
Active opportunities
Quote activity
Storefront and showroom activity
Unanswered quotes
Overdue follow-ups
Unpaid or overdue invoices
Support issues
Time since the last interaction
A manager may set health by handWith a reason
Health is suggested, never silently applied. The factors that produced it are shown on the client record so the salesperson can disagree with it.
Business Rules
The policies this tenant has settled onFlag a client with no next action after days
Flag an inactive opportunity after days
Opportunities needing management review above
Discounts needing approval above%
Merging duplicates needs manager approvalAbove $25K
Reassigning a client needs approvalAbove $50K
Salespeople may propose their own targetsManager confirms
Show salesperson rankings to the teamOff
Categories counted in the official forecast
Birthdays stored as
A contact may belong to more than one companyAllowed
A client may have more than one salespersonSupport roles only
What Gets Kept
Material changes are recorded with who made them, when, and why where a reason is requiredClient lifecycle changesReason required
Assigned salesperson changesReason required
Pricing assignment changesReason required
Credit-status changesFinance only
Important preference changesLogged
Follow-up completion and reschedulingLogged
Opportunity stage and value changesLogged
Client mergesReason required
Target creation and revisionReason required
Forecast category changesLogged
Approval requests and decisionsReason required
Sales-meeting decisions and coachingLogged