Sales KPIs
Sales KPIs
Manager action board for the Flooring Studio demo: deposit gates, financial close, commission readiness, and installer pay.
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Deposit Queue
Outstanding deposits and short-paid jobs that can block ordering.
Ready to Order
Jobs in `needs_ordering` that already cleared the deposit gate.
Ready to Invoice
Completed work orders still waiting on their final invoice.
Aging Summary
Open receivables by aging bucket.
Below-Threshold Margin Review
Jobs still missing margin approval below the company floor.
Tax / QuickBooks Discrepancies
Invoices where CRM tax and QuickBooks tax are out of sync.
Approved for payout only includes jobs that cleared reconciliation and the configured payout gates. Held deals stay out of the payout-ready bucket.
Pending Reconciliation
Jobs still waiting on the 8-point closeout checklist.
Approved for Payout
Reconciled deals that are ready for payout batching.
On Hold
Deals the manager explicitly held back from payout.
Pending Approval
Installer pay items still waiting for manager approval.
Labor Overrun Review
Installer pay that is currently above quoted labor cost.
Locked Pay
Installer pay that is held in a locked state pending manager action.