Sea Cool

Sea Cool Mission Control

Direct Sales & Bids Dashboard

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Direct Sales
Bids
Last Week
This Week *
* Weeks reset Monday at noon. Last period shows complete data through end of period.
New Leads
--*
Type
Source

This week

* HubSpot
Appointments
--*
Type
Source

Scheduled this week

* TintWiz
Estimates Sent
--*
Type
Source

This week

$--*
* HubSpot
Approved
--*
Type
Source

This week

$--*
* HubSpot + Google Drive

📊 Project Type

Marine Film
Film
Interior Shade
Exterior Shade
Awning

📍 Lead Source

Website
Phone Call
Meta (FB/IG)

* Each metric shows two charts: Type (left) and Source (right). Data is placeholder until HubSpot/TintWiz integration is complete.

Sales Pipeline

Click stages for details
--
New Leads
--
Quoted
--
Approved
--
Installing
--
Complete

AI 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.

This Week's Focus

Critical items

Installs Scheduled

5 projects this week

Active

Pending Quotes

3 follow-ups needed

Action

Approved Projects

2 awaiting scheduling

Priority

Recent Activity

Last 5 events

New project approved

Marina Window Film - $24,500

2h ago

Quote sent

Office Renovation - $18,200

4h ago

Install completed

Residential Film - 12 windows

6h ago

Finished Projects Pending Payment

Track outstanding collections • Lien deadline: 90 days from completion

$0

Total Outstanding

<30 days (safe)
30-45 days (follow up)
>45 days (lien warning)
Lien filed
Project Customer Total Value Balance Due Days Out Status
Total Outstanding:

Alerts & Exceptions

2 items

Overdue Payment

Project #2521 - $8,500 - 15 days past due

COI Expiring

Highrise Tower project - expires in 5 days

Authorized personnel only

HubSpot
TintWiz
Google Drive