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Open: Sales. Use the representative selector if your role offers it.

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Read the main areas

  • Sales metrics: estimates sent, acceptance, open outcomes and lead-to-deal conversion. Check each metric’s period and definition.
  • Qualified Lead Flow: assigned leads and their progress toward an estimate or outcome.
  • Monthly Deal Goal: recorded wins against the displayed goal.
  • Appointments: upcoming conversations that support active opportunities.
  • Recently Won Deals: recently accepted work to review for the delivery handoff.
Live metrics are calculated from assigned leads and owner-visible estimates. Use Pipeline, Customer records and Quotes for record changes.

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Review a result

Choose the intended representative, inspect the metric or recent win and open the underlying customer/quote. Confirm the offer outcome and any remaining acceptance, deposit or finance requirements. A won-deal count is not a cash-collected total. For call volume, connected minutes, the heatmap and recordings, open Reporting → Sales & Pipeline.

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ArgonixIntelligence in this workflow

The sales brief helps identify follow-up and recently accepted work. Use the actual offer and customer history to decide what happens next.

Related topics

Understand the dashboardsUse Rep OverviewReview sales, calls and the heatmap7. Get ready for your first customerUse the Accountability Report