wontech

Sales Pipeline

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wontech·Sales
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Rep leaderboard

Regional sales

Channels

Sales the sheet doesn’t credit to a rep, such as House deals

Sales by month

This year · all sales vs. systems · click a month for its lines

Systems by product

Sales by category

New vs. current customers

Top customers

Recent sales

Newest orders on the sheet · one row per customer per day · click a row for its lines

Pending deals

Sheet checks

AR aging

Outstanding balance by days past due — click a bucket for the invoices

Invoiced vs. collected

By month — invoiced total vs. payments received

Status breakdown

Invoices by status

Collected vs. outstanding

Lifetime payments received vs. open balance

Top customers by balance

Who owes the most right now

Outstanding by salesperson

Open balance by rep

Invoices

Every invoice — payments received, balance & last payment · click an invoice # to open it in Zoho Books