Sales Tracker

Agency Overview

Today's snapshot and 30-day performance

Agency Funnel · Last 30 Days

Rep Performance · Last 30 Days

Rep	Picked	Connected	Pitched	Closed	Connect %	Pitch %	Close %	Active

Daily Numbers

Day-by-day team breakdown

Date

Rep	Picked	Connected	Pitched	Closed	Connect %	Close %

All Active Deals

Pipeline across the entire team

Rep Status

Lead	Company	Rep	Status	Value	Last Updated

Lead Generation Team

Scraper performance and handoffs to sales agents

Scraper Performance · Last 30 Days

Scraper	Leads Pulled	Handed Off	Connect Rate	Today Pulled	Today Handed

Scraper → Agent Handoff Matrix · Last 30 Days

Scraper ↓ / Agent →					Total

Daily Lead Gen Breakdown

Date

Scraper	Pulled	Handed Off	Connect Rate	Lucas	Mike	Frank	Abraham

Revenue

Won deals — your numbers

Won Deals Log

Date	Client	Service	Type	Value	Closed By	Action

Trends

Last 14 days of team activity

Settings

Manage your team and data

Sales Reps & PINs

New Rep Name

4-Digit PIN

Lead Gen Team & PINs

New Scraper Name

4-Digit PIN

Owner PIN

Change Owner PIN

Backup & Restore

Export a backup weekly. Your data lives in the browser — exports are your safety net.

⚠ Danger Zone — Clear Data

Each option below permanently deletes a specific type of data. Export a backup first if you want to keep a copy.

Clear Daily Numbers

Wipes all agent daily stats (picked, connected, pitched, closed). Reps and deals stay.

Clear Lead Gen Stats

Wipes all scraper daily stats and handoffs. Scrapers stay.

Clear All Deals

Removes every deal across all reps. Daily numbers stay.

Clear Revenue Log

Deletes all won deal entries. Daily numbers and active deals stay.

⚠ Reset Everything

Wipes all data — numbers, deals, revenue, lead gen stats. Reps and scrapers (with their PINs) are kept.