Sales Pipeline
New → Triage → Site Visit → Design → Quote Sent → Follow-up
New
INQ-042
Solar quote
Bury Solar Ltd
INQ-043
Fire alarm installation
Trafford Security
INQ-044
Scaffolding
Northern Build
Triage
INQ-045
System offline
Manchester Energy
INQ-046
Compliance check
Ashton Energy
Site Visit
INQ-047
Roof assessment
Wigan Power
Design
INQ-048
Solar layout
Oldham Renewables
Quote Sent
INQ-049
Installation quote
Bolton Installation
INQ-050
Maintenance renewal
Rochdale Facilities
Follow-up
INQ-051
Contract review
Bolton Installation
INQ-052
Rate negotiation
Rochdale Facilities
2 escalations pending – notify managers
Immediate action required on overdue SLA items
SLA Monitoring & Escalations
| ID | Stage | Assignee | Metric | Countdown |
|---|---|---|---|---|
| INQ-042 | Site Visit | Jordan F. | Quote Turnaround | Overdue by 2 days |
| INQ-045 | Triage | Mike D. | First Contact | 45 min left |
| INQ-046 | Design | Sarah M. | Site Visit Completion | 1 hr 30 min left |
| INQ-047 | Quote Sent | Emma L. | Quote Turnaround | Overdue by 4 hrs |
| INQ-048 | Follow-up | Chris A. | Follow-up Call | 2 hrs 15 min left |
Key Metrics
Inquiry Volume This Week
48
new inquiries
AI Categorization Accuracy
92%
automated classification
Avg Turnaround Time
2.5 days
inquiry to quote
Quote Conversion Rate
65%
quotes to jobs
Team Activity
| Name / Role | Active Inquiries | Active Jobs | Overdue | Performance Notes | Actions |
|---|---|---|---|---|---|
Andy Clarke Group Sales Director | 12 | 0 | 2 | High performer | |
Jordan Fletcher Sales Designer | 5 | 3 | 1 | On schedule | |
Sarah Mitchell Service Technician | 8 | 6 | 0 | Excellent progress | |
Mike Johnson Installation Lead | 6 | 4 | 1 | Managing workload | |
Emma Lewis Quote Specialist | 9 | 2 | 0 | High conversion |