Technical Summary
Live Google SheetTechnician of the Month
Completed JobsSales Summary
Current Monthly SheetTop Salesperson Today
Daily LeaderPriority Technical Jobs
Overdue / In Progress / ScheduledPending Activations
Sales Follow-upLive Job Status
Calculated from Technical SheetTechnician Live Workload
Open Jobs AssignedLive Technical Jobs
Connecting to Google Sheet…
| Date | Customer Name | Job Description | Status | Job Timeline | Comments | Technician Name |
|---|
Completed Jobs
Completed jobs remain here for 4 days, then disappear automatically.
| Completed | Customer Name | Job Description | Status | Job Timeline | Comments | Technician Name |
|---|
Consultant Performance
Automatically calculated from every row in the current Sales SheetActivation Overview
Live status breakdownLive Sales Board
No monthly Sales Google Sheet configured yet.
Connect this month’s Sales Sheet
Paste the current Google Spreadsheet link once. The portal saves it on this device and keeps using it until you replace it next month.
| Date | Customer | Consultant | Service / Package | Status | Monthly Fee | Once-off Fee | Comments |
|---|
Current Sales Prospects
Newest and most recently worked prospects first • all open prospects visible
Consultant Performance
Daily activity, pipeline and close ratePossible Deals Today
Highest probability opportunitiesServices Most Likely to Close
Weighted by opportunity probabilityCommon Products Sold
Closed deals by service / productLive Sales Prospects
No Prospects Google Sheet configured yet.
Connect the Sales Prospects Sheet
Paste the Google Spreadsheet link once. It will stay saved on this device until you change it. The portal will build all consultant and pipeline analytics automatically.
| Activity Date | Customer | Consultant | Service / Product | Status | Close % | Expected Close | Next Action / Comments |
|---|
Technician Performance
Completed jobs by technician
Month-on-Month Performance
Completed technical jobs over the rolling 12 months