Operations 01
Sales & Margin
Where is revenue coming from, what is it worth, and is the margin holding?
Not connected11 measures specifiedstaff-gated
What is blocking this surface
No stage event is recorded anywhere. The pipeline exists as a concept and as free-text status values, not as dated transitions.
The commercial sequence
9 stages01lead02configurator started03configuration completed04staff validated05site measured06quotation issued07deposit paid08installation09handover
Where a sale becomes booked
A sale becomes BOOKED at deposit received, not at quotation issued. That is the stated intent and it is what makes the conversion metric meaningful.
Measures specified
none computable — not connected| Measure | State |
|---|---|
| Configurator completion rate | Not connected |
| Qualified-lead conversion | Not connected |
| Lead-to-site-measurement rate | Not connected |
| Quotation turnaround time | Not connected |
| Quote-to-deposit conversion | Not connected |
| Average sale by product family | Not connected |
| Discount leakage | Not connected |
| Booked versus forecast final margin | Not connected |
| Revenue by product, material, style and source | Not connected |
| Lost-sale reason | Not connected |
| Leads or quotations with no follow-up | Not connected |
Visibility — INTERNAL_SELL_PRICE and INTERNAL_MARGIN throughout — this surface is staff-gated in full