Customers → sales — each person counted once, however many calls it took
Calls per customer — Ken's model is a deliberate two-call close, so 1 vs 2+ is the "did they come back" signal
All customers
| Customer | Calls |
Stage | Sale |
Sold $ | Cash in |
First → last call |
Expected close | Links |
Per call — same sales over every logged call, follow-ups included
All calls
| Prospect | Call # |
Call date | Deal stage |
Sale | Sold $ | Links |
Call-level data exists only for Ken — calls, pipeline, segment, and booked-vs-held are all from his Airtable/Calendly/Close, with nothing recorded for other closers. Switch back to "Ken" or "Whole team" above to see them; company sales and collections below still show this closer's rows.
Projection — a run-rate extrapolation from actual closes, not a promise of what August brings
Valued deals
| Customer | Stage | Value | Ken's confidence | Days open | Expected close |
Cash collected by month — company-wide, from the Slack payments ledger, by actual payment date
Projection — company cash run-rate; a different basis from Ken's own pipeline projection above (cash, not contracted value)
Collections
| Customer | Closer | Contract | Paid | Owed | Risk | Why |
Open questions in the data
First 4 weeks vs. objective vs. last 4 weeks — same six metrics, three windows
| Metric | First 4 weeks — excluded baseline | Objective | Last 4 weeks |
Booked vs held — Ken's Calendly only; nothing here exists for other closers
Weekly
| Week | Booked | Canceled | Active | Held | Gap |
gap = active bookings minus logged calls in completed weeks — no-shows plus anything never logged.
Company sales — every closer, from Close CRM; everything above this point is Ken only
All sales
| Won | Prospect | Closer | Contract | Agreed plan |
Cash — banked so far vs contracted; the gap is still owed on payment plans
Expected cash
| Customer | Still owed | Expected | Agreed plan |
Next actions due
| Prospect | Stage |
Next action | Due | Links |
Data quality — every metric above is built only on fields that are actually filled in
Removed in the 2026-07-25 audit — not enough recorded data to classify every call