Sea Cool Mission Control
Direct Sales & Bids Dashboard
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This week
Scheduled this week
This week
This week
Client Type
Client Type
* Pie chart data is placeholder until HubSpot/TintWiz integration is complete
Sales Pipeline
Click stages for detailsAI Insights
Marine Window Film sales up 25% MoM
While overall sales remained steady, marine projects are gaining momentum. Consider increasing marine marketing spend.
Quote-to-close rate improved to 33%
Up from 28% last month. Your follow-up strategy is working - keep it up!
Exterior Shades leads down 15%
Summer season ending. Consider promoting winter prep packages.
AI Insights
Healthcare bids up 40% this quarter
Strong growth in hospital/clinic window film projects. Your compliance messaging is resonating.
Direct client win rate: 45% vs GC: 30%
You're closing more deals with direct clients. Consider targeting more owner-direct opportunities.
Average bid response time: 3.2 days
Faster than industry average (5 days). Speed is your competitive advantage.
Finished Projects Pending Payment
Track outstanding collections • Lien deadline: 90 days from completion
$0
Total Outstanding
| Project | Customer | Total Value | Balance Due | Days Out | Status |
|---|---|---|---|---|---|
| Total Outstanding: | $0 | ||||
No pending payments. All caught up!
This Week's Focus
Critical itemsInstalls Scheduled
5 projects this week
Pending Quotes
3 follow-ups needed
Approved Projects
2 awaiting scheduling
Recent Activity
Last 5 eventsNew project approved
Marina Window Film - $24,500
Quote sent
Office Renovation - $18,200
Install completed
Residential Film - 12 windows
Alerts & Exceptions
2 itemsOverdue Payment
Project #2521 - $8,500 - 15 days past due
COI Expiring
Highrise Tower project - expires in 5 days