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Fetching GHL, Accepted quotes, and quote dollars
Opportunities
Opportunity name → GHL · AroFlo column → quote (or Estimate if URL missing)
| Opportunity | Status | Value | AroFlo |
|---|---|---|---|
| Click a KPI card above to list the opportunities in that total. | |||
Pipeline comparison
Hunter vs ChadStrike rate = Won ÷ (Won + Lost). Waiting Decision / undecided quotes are excluded. Quotes WTD is the morning hero vs a $1m weekly tender target per estimator. Verbal go-ahead sits in the KPI boxes (live cards in that stage).
Client journey
First-contact KPI + email send log (A3–A10)Send log per lead
15-minute first-contact target · stage-driven HTML emails (A3–A11)
| Lead | First contact | A3 E1 | A5 SP1 | A6 E2 | A7 E3 | A8 E4 | A9 E5 | A10 SP2 | A11 |
|---|---|---|---|---|---|---|---|---|---|
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Lost projects
Breakdown by Quote Lost ReasonBy lost reason
—| Opportunity | Pipeline | Reason | Value | Feedback notes |
|---|---|---|---|---|
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No lost projects loaded yet
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Sources: GHL Lost status / Lost stage on Hunter & Chad. Reasons from opportunity fields Quote Lost Reason + Lost Notes. Blank reasons mean the estimator has not filled feedback yet.
Prior week new inquiries
Last Mon–Sun| Created | Owner | Stage | Opportunity | Value | Links |
|---|---|---|---|---|---|
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No inquiries loaded yet
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