Company performance
August 2026 · Summit Ridge Roofing
Booked revenue
$354,650
9 sold jobs
Open pipeline
$372,100
20 total jobs
Outstanding balance
$351,305
1 overdue
Avg job size
$39,406
Sold jobs
Pipeline by stage
- Proposal Sent$97,350
- New Lead$0
- Production$123,650
- Completed$116,000
- Inspection Scheduled$0
- Estimating$60,200
- Sold$90,900
- Contacted$0
- Paid$24,100
- Inspected$0
Sales performance
| Rep | Jobs | Sold | Revenue | Close rate |
|---|---|---|---|---|
| Sarah Mitchell | 6 | 3 | $103,900 | 50% |
| Devon Carter | 5 | 2 | $61,450 | 40% |
| Priya Raman | 5 | 2 | $62,200 | 40% |
| Marcus Webb | 4 | 2 | $127,100 | 50% |
Production bottlenecks
- Measurements Needed1 jobs · $38,600
- Materials Needed1 jobs · $29,750
- Ready for Production1 jobs · $52,300
Team activity today
- Sarah Mitchell Sales Rep6 active jobs
- Devon Carter Sales Rep5 active jobs
- Priya Raman Sales Rep5 active jobs
- Marcus Webb Sales Rep4 active jobs
- Tony Alvarez Production Manager5 active jobs
- Rachel Kim Production Manager5 active jobs
- Jesse Boone Field Rep0 active jobs
Outstanding balances
| Job | Rep | Invoice | Contract | Received | Balance |
|---|---|---|---|---|---|
| SR-2412 | Priya Raman | Not Invoiced | $34,900 | $17,450 | $17,450 |
| SR-2402 | Sarah Mitchell | Overdue | $41,200 | $20,600 | $22,050 |
| SR-2410 | Marcus Webb | Not Invoiced | $52,300 | $15,690 | $36,610 |
| SR-2408 | Devon Carter | Not Invoiced | $31,700 | $15,850 | $15,850 |
| SR-2399 | Sarah Mitchell | Paid | $24,100 | $24,100 | $1,450 |
| SR-2405 | Sarah Mitchell | Not Invoiced | $38,600 | $11,580 | $27,020 |
| SR-2409 | Devon Carter | Not Invoiced | $29,750 | $8,925 | $20,825 |
| SR-2403 | Marcus Webb | Not Invoiced | $74,800 | $37,400 | $38,850 |
| SR-2407 | Priya Raman | Not Invoiced | $27,300 | $13,650 | $13,650 |