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Overdue and at-risk customer threads only. Suppliers excluded.
No jobs pending.
Weekly target — current week
Rep output — today
Dispatch today
Outstanding & overdue — customers only
Today's jobs click headers to sort
| Time | Job # | Customer | Value | GP $ | Category | Rep | ||
|---|---|---|---|---|---|---|---|---|
| 11 jobs | $3,254 | $2,079 | ||||||
| Time | Job # | Customer | Value | GP $ | GM% | Category | Rep | Outsource | ||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 jobs | $3,254 | $2,079 | ||||||||
Top 5 days
| Rank | Date | Sales | Jobs |
|---|
Top customers
| Rank | Customer | Sales | Orders | Avg/order |
|---|
Rep sales this week
Top 5 weeks
| Week | Sales | Jobs | GP | Avg/job | vs target |
|---|
Top customers
| Rank | Customer | Sales | Orders | Avg/order |
|---|
Rep sales this month
Top 5 months
| Month | Sales | Weeks | GP | Avg/week |
|---|
Top customers
| Rank | Customer | Sales | Orders | Avg/order |
|---|
Customer waiting
Outstanding & overdue — customers only
Dan — emails sent today by hour
Marita — emails sent today by hour
This week — rep email activity
| Day | Dan sent | Marita sent | Total | Dan 1st resp | Marita 1st resp |
|---|---|---|---|---|---|
| Total / avg | — | — | — | ||
Dan — email timing by time of day
Marita — email timing by time of day
Dan — activity heat map (last 8 weeks)
Emails + quotes + jobs per day. Darker = more active.
Dan — sales + quote trend (8 weeks)
Marita — activity heat map (last 8 weeks)
Marita — sales + quote trend (8 weeks)
Response time comparison
Today's dispatched green <8h · amber 8–24h · red 24h+
| Time | Job # | Customer | Value | Cycle | Method |
|---|---|---|---|---|---|
| — | — | ||||
Weekly dispatch summary
| W/C | Jobs | Value | Avg/job | vs prev |
|---|
Product categories
Quote activity
| Time | Ref | Customer | Product | Rep | Quote reply |
|---|
Product categories
Quote activity this week
| Time | Ref | Customer | Product | Rep | Quote reply |
|---|
Product categories
Quote activity this month
| Time | Ref | Customer | Product | Rep | Quote reply |
|---|
Production knowledge handover
Track capture, documentation, training, open gaps and approved machine modules during Matt's handover.
Machine status
Next up — capture plan
Questions needing attention
Answer what you know. AI checks whether the answer is complete enough to close the capture question. Safety and technical verification stay separately labelled.
Matt captures knowledge during real work. Owen and Lauren build practical coverage. Rob and the AI workflow turn raw material into reviewed, searchable machine modules.