SalesGoat

Sales intelligence, right where you are
Downtown District
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Territory Map
Downtown District
Add Lead
Add Contact
Add Task
Add Note
Upload Document
Territory Map

AI-Powered Sales Pipeline

Smart contact management with AI-powered insights
18
AI Ready
5
Urgent
84
Avg Score

AI Priority Contacts - Immediate Action Required

Sarah Johnson
Maple Grove Properties
94
(555) 123-4567
$18,500
123 Oak Street
2 hours overdue
AI Recommends: Call now - storm damage in area, high interest probability
Lead ✓
→
Estimate
→
Contract
Mike Rodriguez
Downtown Condos LLC
87
(555) 987-6543
$24,800
456 Main Street
Ready to sign
AI Recommends: Send contract - all requirements met, high close probability
Lead ✓
→
Estimate ✓
→
Contract
Lisa Chen
Riverside Apartments
76
(555) 456-7890
$12,300
789 River Road
Due at 4 PM
AI Recommends: Follow up on estimate - customer showed high interest
Lead ✓
→
Estimate ✓
→
Contract
23
Leads
$115,000
3 urgent
18
Prospects
$287,400
5 ready
12
Contracts
$198,600
2 signing
8
Production
$127,200
All active

Quick Actions

Territory Management
Manage territories and optimize routes
Contact Management
View and manage all contacts
Task Management
View and manage all tasks
Canvassing Management
Manage routes and canvassing data
Create Estimate
Generate project estimates
Document Center
Access all documents
Analytics & Reports
View detailed analytics
Photo Gallery
View and manage project photos
Start Canvassing

Sales Pipeline

23
Leads
18
Prospects
12
Proposals
8
Approved

Quick Actions

Territory
Contacts
Tasks
Camera
Estimates
Documents
Add Note
Reports

Performance Analytics

Annual Goal Progress +12% vs last month
68%
$136,800 of $200,000 target
Prospects Needed Today Behind by 3
18
To stay on track for annual goal
Working days/week:
Current Closing Rate +27% vs last week
19%
27% improvement from last week
Amount Needed This Month On track
$15,800
To hit monthly target

Industry Benchmarks & Team Performance

Closing Rate
Your Rate 19%
vs
Industry Avg 15%
27% above industry average
Daily Prospects
Your Average 28
vs
Industry Avg 22
27% above industry average
Revenue per Week
Your Weekly $1,700
vs
Industry Avg $1,300
31% above industry average
Follow-up Rate
Your Rate 85%
vs
Industry Avg 68%
25% above industry average

Team Leaderboard - This Month

1
You
$18,400 • 19% closing rate
94
Score
2
Sarah M.
$16,800 • 17% closing rate
87
Score
3
Mike R.
$15,200 • 16% closing rate
82
Score
4
Jessica L.
$14,600 • 15% closing rate
78
Score
5
David K.
$13,900 • 14% closing rate
75
Score

AI Intelligence & Storm Opportunities

🌪️ High Priority Storm Zone Detected
Maple Grove neighborhood (1980s homes) - Recent hail damage detected. Estimated 340 homes affected. Optimal canvassing window: Next 48 hours.
💡 AI Coaching Insight
Your morning interactions (9-11 AM) show 23% higher success rates. Consider scheduling more appointments during this window.

Interaction Outcomes

45
Interested
12
Appointment Set
60
Not Home
25
Come Back Later
85
Not Interested
Storm Intelligence
Monitor weather opportunities
Contact Management
Manage leads and follow-ups
AI Coaching
Get personalized insights