Dashboard
My performance · May 2026
My Performance
Sold Value YTD
£94,200
Sold Value MTD
£31,400
Conversion Rate
38%
Avg Order Value
£9,420
Outstanding Quotes
3
Outstanding Value
£44,700
Avg Pipeline Time
16 days
Enquiry → Sold
My Sales by Category
YTD sold value breakdown
MTD — Team Sales Comparison
Total sold value this month per salesperson
YTD — Team Sales Comparison
Total sold value year to date per salesperson
Business Overview
Total Revenue YTD
£312,400
Total Revenue MTD
£98,200
Overall Conversion
34%
Business AOV
£9,180
All Open Quotes
14
Open Pipeline Value
£156,800
Retail vs Trade — YTD Sales Value
Retail vs Trade — MTD Sales Value
AOV by Category
Average order value — Kitchens, Bathrooms, Bedrooms, Flooring
AOV — Retail vs Trade
Average order value split by customer type
Lead Geography (by Postcode)
All Leads by Postcode
Sold Leads by Postcode
Dead Leads by Postcode
Lost Job Analysis
Why We Lost Jobs
Reasons recorded when pipeline leads marked as Dead
Lost Jobs by Category
What type of job did we lose?
Lead Sources
All Leads by Source
Sold Leads by Source
Dead Leads by Source
Pipeline
All active jobs · click a card to view notes
Enquiry0
Survey Booked0
Awaiting Design0
Designed & Quoted0
Awaiting Redesign0
Awaiting Requote0
Awaiting Decision0
Won0
Completed0
Dead0
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Analysing quote against existing enquiries…
Mark as Dead
Why did we lose this job?
Job Won — R. Okonkwo
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Quotes
Z Live sync from TruBlue quotations
Total quotes
42
Open value
£241k
Won MTD
£62k
Avg quote value
£9,240
| Ref | Customer | Type | Customer Ref | Value | Status | Date | Designer |
|---|
Showing 1–8 of 42Auto-updates when TruBlue changes
Sales orders
Z Live sync from TruBlue sales orders
Total orders
14
In production
5
Fitting scheduled
3
Orders value MTD
£94k
| Order # | Customer | Type | Customer Ref | Value | Status | Stage | Order date | Fit date | Designer |
|---|
Showing 1–14 of 14Auto-updates when TruBlue changes
Customers
Z Live sync from TruBlue customers
Total customers
247
Active projects
14
Trade accounts
31
New this month
18
| Customer | Postcode | Phone | Source | Type | Last quote | Quote value | Status |
|---|
Showing 1–10 of 247Auto-updates when TruBlue changes
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Notifications & Preferences
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Notify when a quote has been in a stage for more than 14 days
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R. Okonkwo — Kitchen
Won
Won 14 Apr 2026
Notes
Emails
Activity
RO
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Customer · TruBlue sync
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ZSynced via Zapier · 30 Apr 2026 · auto-updates on change
Contact details
Phone07912 345678
Emailr.okonkwo@gmail.com
PostcodeLE3 2AB
SourceReferral
Trade accountNo
Quote history
TruBlue sync settings
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Changes in TruBlue are pushed instantly via Zapier webhooks. Each stream has its own webhook URL — paste these into your Zapier Zaps as the action step.
Quotes streamLive
https://hooks.zapier.com/hooks/catch/xxxxxxx/kbb-quotes
Trigger: Quote created or updated in TruBlue
Sales orders streamLive
https://hooks.zapier.com/hooks/catch/xxxxxxx/kbb-orders
Trigger: Sales order created, updated or status changed
Customers streamLive
https://hooks.zapier.com/hooks/catch/xxxxxxx/kbb-customers
Trigger: Customer record created or updated