Heritage Coatings & Storage
Sarasota, FL · Week 14 of 52 · YTD through Week 13
Live Demo Data
Primary Opportunity This Week
Heritage is running at 38% close rate vs. their 38% goal. Close rate is on target — focus on increasing demo volume to hit the weekly revenue goal.
YTD Revenue
$330K
59%
Goal: $557K
YTD Installed
$312K
59%
Goal: $529K
Jobs Sold YTD
59
0%
Goal: 450800
Close Rate
38.1%
100%
Goal: 38.0%
Demos Run YTD
155
2%
Goal: 8873
Weekly Revenue — Actual vs. Goal
YTD Sales Funnel
Leads:405
Appts:195
Demos:155
Sold:59
Weekly Targets to Hit Annual Goal
259.0
Jobs to Sell/Wk
803.0
Appts Needed/Wk
$5K
Ad Budget/Wk
$312
Max Cost/Appt
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