Sales
Pipeline, leads, and account health
Sales activity
Leads & activation
| Signups | Accounts created in the selected dates | |
| Leads won | Signups with at least one delivery | |
| Leads yet to activate | No order yet. View leads | |
| Ordered, none delivered | Placed an order that has not been delivered (cancelled or in progress) | |
| Activation rate (14-day) |
Outbound pipeline
Open the pipeline| Open prospects | Companies being pursued that have not yet won or lost | |
| Estimated value / month | What the open prospects say they would ship | |
| Overdue follow-ups | Open the follow-up queue | |
| Open with no next action | Every open prospect should have a next step | |
| Win rate | Won as a share of prospects that reached an outcome |
Deliveries per vendor
| Vendors with a delivery | 0 orders delivered in the selected dates | |
| Average monthly deliveries per vendor | Delivered orders ÷ vendors, scaled to a 30-day month |
Vendor contribution margin
| Revenue | Service fee + delivery commission on delivered orders | |
| Direct costs (estimated) | ||
| Contribution before discounts | — of revenue | |
| Discounts given | Commission is already calculated on the discounted fee, so this may partly double-count | |
| Contribution after discounts | — of revenue | |
| Per vendor (after discounts) | Over the selected dates |
Vendors by monthly deliveries
| Deliveries in the month | Vendors | % of vendors |
|---|---|---|
| All vendors with a delivery | 0 |