Company
Daily Commercial Report
01
Today paid
Money customers paid us on the report date, and so far this week.
02
Leads
New customer inquiries today and this week.
Leads this week
Newest first
03
Pre-measurement
Site measurements taken before the quotation, and the ones still booked.
Pre-measurement list
Missed = booked date has passed but not marked Taken
04
Expected advance
Deposits customers have agreed to pay, and when.
Expected advance payments
Overdue first, then by expected date
05
Expected final
Final payments due after delivery and installation.
Expected final payments
Overdue first, then by expected date
06
Problems
Customer complaints, delays and production issues, and who is solving them.
Problem list
Oldest open problem first
08
Weekly total leads
How many new leads we get each week.
09
Changed to paid customer
How many leads became paying customers.
Became paid customers this week
Leads marked "Paid customer" with a paid date this week
10
Week production schedule
Jobs in the workshop this week and next week: when production starts and finishes, and when we install.
Production jobs
Late = planned finish date has passed and the job is not ready
✎
Data sheet
Type, paste or import your records here, like a spreadsheet. The report is calculated from this sheet.
Social media
Posts, followers, views and inquiries this week, per platform.
This week per platform
Compared with last week