Each role gets its own short email at 7am every Monday: three figures with the change on last week, one thing to do, and links straight into the dashboard. These are Demo Solar's, for the week 19 Oct – 25 Oct 2026, from the same data as the demo. Click a link in an email to open that view.
The week in three figures and the one thing on the Overview's "This week" card.
Subject Demo Solar Ltd: your week 19 Oct – 25 Oct · 30 sales, £240,200
Demo Solar Ltd · Owner 30 sales last week, up 14 on the week before Last week, 19 Oct – 25 Oct, against the week before
Do this · A rep to coach Rhona Paterson, about 2 sales behind the Windows division's rate in 4 weeks. Converting 22% against 29% for the Windows division, from 27 pitches (21% the 4 weeks before). Sit in on a pitch, or go through their last few not-sold visits together. 2 more on the Overview's "This week" card.
Sent every Monday from your reporting workbook to the owner list on App Settings. Figures by appointment date; leads and spend by the date the lead arrived. Prepared with Vanzio. |
Demo Solar Ltd · Owner 30 sales last week, up 14 on the week before Last week, 19 Oct – 25 Oct, against the week before Sales: 30, up 14 on last week (16) (£240,200 revenue) Conversion: 33%, up 13 points on last week (20%) (30 of 92 pitches) Cost per sale: £508, down £528 on last week (£1,036) (£15,243 lead spend) DO THIS: A rep to coach Rhona Paterson, about 2 sales behind the Windows division's rate in 4 weeks. Converting 22% against 29% for the Windows division, from 27 pitches (21% the 4 weeks before). Sit in on a pitch, or go through their last few not-sold visits together. Open Rhona Paterson's page: index.html#rep-rhona-paterson 2 more on the Overview's "This week" card. - 30 sales against a target of 16. - Top rep on conversion: Kirsty Lennox, 6 sales from 10 pitches (60%). - Money on the table: about £114k over 3 months (closing a quarter of each gap); worth up to £455k if every gap closed. Overview: index.html#overview Reps: index.html#reps Lead sources: index.html#sources Sent every Monday from your reporting workbook to the owner list on App Settings. Figures by appointment date; leads and spend by the date the lead arrived. Prepared with Vanzio.
Conversion, blowouts and pitches, and the rep to coach first, with a link to their profile.
Subject Demo Solar Ltd · sales: conversion 33% last week, 19 Oct – 25 Oct
Demo Solar Ltd · Sales manager Conversion 33% last week, up 13 points on the week before; coach Rhona first Last week, 19 Oct – 25 Oct, against the week before
Do this · A rep to coach Rhona Paterson, about 2 sales behind the Windows division's rate in 4 weeks. Converting 22% against 29% for the Windows division, from 27 pitches (21% the 4 weeks before). Sit in on a pitch, or go through their last few not-sold visits together.
Sent every Monday from your reporting workbook to the sales manager list on App Settings. Figures by appointment date; leads and spend by the date the lead arrived. Prepared with Vanzio. |
Demo Solar Ltd · Sales manager Conversion 33% last week, up 13 points on the week before; coach Rhona first Last week, 19 Oct – 25 Oct, against the week before Conversion: 33%, up 13 points on last week (20%) (30 of 92 pitches) Blowout rate: 9%, down 5 points on last week (14%) (11 of 116 appointments: the rep couldn't pitch) Pitches: 92, up 10 on last week (82) (116 appointments) DO THIS: A rep to coach Rhona Paterson, about 2 sales behind the Windows division's rate in 4 weeks. Converting 22% against 29% for the Windows division, from 27 pitches (21% the 4 weeks before). Sit in on a pitch, or go through their last few not-sold visits together. Open Rhona Paterson's page: index.html#rep-rhona-paterson - Top rep on conversion: Kirsty Lennox, 6 sales from 10 pitches (60%). Reps: index.html#reps Overview: index.html#overview Sent every Monday from your reporting workbook to the sales manager list on App Settings. Figures by appointment date; leads and spend by the date the lead arrived. Prepared with Vanzio.
Hours per pitch, bookings and leads left uncalled, and the agent to help first.
Subject Demo Solar Ltd · call centre: 2.8 hours per pitch last week, 19 Oct – 25 Oct
Demo Solar Ltd · Call centre manager 2.8 hours per pitch last week, against a target of 4 Last week, 19 Oct – 25 Oct, against the week before
Do this · An agent to help Ross Kerr, about 6 pitches behind the call centre in 4 weeks. Blowout rate 29% on their appointments against 16% for the call centre: 14 blowouts, where the rep couldn't pitch. Check their appointments are qualified and confirmed: homeowner, decision makers there, a real interest.
Open: Call centre · Overview Sent every Monday from your reporting workbook to the call centre manager list on App Settings. Figures by appointment date; leads and spend by the date the lead arrived. Prepared with Vanzio. |
Demo Solar Ltd · Call centre manager 2.8 hours per pitch last week, against a target of 4 Last week, 19 Oct – 25 Oct, against the week before Hours per pitch: 2.8, down 0.2 on last week (3.0) (232 hours, target 4) Appointments booked: 108, up 7 on last week (101) (84 pitched) Not called within a day: 77, down 3 on last week (80) (of 662 leads) DO THIS: An agent to help Ross Kerr, about 6 pitches behind the call centre in 4 weeks. Blowout rate 29% on their appointments against 16% for the call centre: 14 blowouts, where the rep couldn't pitch. Check their appointments are qualified and confirmed: homeowner, decision makers there, a real interest. Open Ross Kerr's page: index.html#agent-ross-kerr - Top of the call centre board: Darren Kelly, 14.1 points per hour over 38 hours. - 77 leads from last week were not called within a day. Call centre: index.html#calls Overview: index.html#overview Sent every Monday from your reporting workbook to the call centre manager list on App Settings. Figures by appointment date; leads and spend by the date the lead arrived. Prepared with Vanzio.
Leads, spend and cost per sale, and the lead source verdict to act on, with its source page.
Subject Demo Solar Ltd · lead sources: 662 leads, £508 a sale last week, 19 Oct – 25 Oct
Demo Solar Ltd · Marketing Watch Northlight Leads Last week, 19 Oct – 25 Oct, against the week before
Do this · A lead source verdict Northlight Leads: Watch. Cost per sale £1,411, 22% above your average of £1,154. Cost per sale rose two months running: £1,116 in Jun, £1,192 in Jul, £2,680 in Aug. Judged on Jun – Aug 2026: Sep and Oct's leads are still converting. Ask the supplier about lead quality before next month's order.
Open: Lead sources · Overview Sent every Monday from your reporting workbook to the marketing list on App Settings. Figures by appointment date; leads and spend by the date the lead arrived. Prepared with Vanzio. |
Demo Solar Ltd · Marketing Watch Northlight Leads Last week, 19 Oct – 25 Oct, against the week before Leads in: 662, down 59 on last week (721) (£23 a lead) Lead spend: £15,243, down £1,335 on last week (£16,578) Cost per sale: £508, down £528 on last week (£1,036) (30 sales) DO THIS: A lead source verdict Northlight Leads: Watch. Cost per sale £1,411, 22% above your average of £1,154. Cost per sale rose two months running: £1,116 in Jun, £1,192 in Jul, £2,680 in Aug. Judged on Jun – Aug 2026: Sep and Oct's leads are still converting. Ask the supplier about lead quality before next month's order. Open Northlight Leads' page: index.html#source-northlight-leads - Verdicts (Jun – Aug 2026): Get more: Frame & Glaze Leads. Keep: SunPath Digital, Social (in-house), Referral / Repeat. Watch: Northlight Leads. - £282 of duplicate leads (11) can still be claimed back before their claim-by dates. Each source's page lists them. Lead sources: index.html#sources Overview: index.html#overview Sent every Monday from your reporting workbook to the marketing list on App Settings. Figures by appointment date; leads and spend by the date the lead arrived. Prepared with Vanzio.
Who gets which email is a row each on the workbook's App Settings tab. A blank row means that email isn't sent. Fictional demo data: Demo Solar Ltd is not a real company.