Quote created date · drives every visualEvery number below reflects quotes created in this window
Apr 10, 2026 to Jul 2, 2026
Branch
AllNorthCentralSouth
Product line
AllLumberConcreteRoofing
Pipeline & cash risks · current stateWhat needs a human today?
Quotes aging >7d, no follow-up
22
$418K at risk · oldest 19 days
Orders past promised ship date
6
2 flagged by customer already
Invoices >60 days unpaid
14
$286K in aged receivables
Key accounts, no reorder 90d
9
Normally order monthly
Quote-to-cash funnel · quotes created in rangeWhere do deals die on the way to cash?
RFQ received
512
starting cohort
Quote sent
438
−74 (14%) not quoted
Quote won
271
−167 (38%) lost
PO received
248
−23 (8%) no PO yet
Delivered
226
−22 (9%) in fulfillment
Invoiced
219
−7 (3%) not billed
167 of 438 quotes (38%) lost after sending · 92 on price, 51 on lead time, 24 no decision
Quote-to-order conversion · 30 / 60 / 90 daysHow fast do quotes turn into orders?
| 30d | 60d | 90d |
|---|
| Quote sent | 86% | 91% | 93% |
| Quote won | 48% | 58% | 62% |
| PO received | 44% | 53% | 57% |
| Delivered | 31% | 46% | 52% |
| Paid | 14% | 28% | 40% |
Velocity · median days between stagesWhere does time (and cash) get stuck?
RFQ → quote2.5d
Quote → won9d
Won → PO3d
PO → delivery6d
Delivery → invoice2d
Invoice → paid41d
By product line · quote volume & win rateWhich lines convert, not just which quote the most?
Lumber148 · 71%
Concrete / masonry109 · 64%
Roofing86 · 52%
Drywall / insulation64 · 61%
Electrical52 · 38%
HVAC equipment53 · 59%
How to read this
Green = on track / healthy
Amber = watch, action soon
Red = problem, act now
Steel = neutral volume, no judgment
Click any card, funnel stage, or bar to drill into the underlying deals.
Accounts receivable · aging bucketsHow much cash is stuck, and how old is it?
Days Sales Outstanding (DSO): 47 days vs 30-day terms. Every day of DSO ≈ $28K tied up.
Top overdue accountsWho do we call first to free up cash?
| Customer | Balance | Oldest invoice | Days late | Status |
|---|
| Granite Ridge Builders | $64,200 | Apr 28 | 65 | Call now |
| Meridian Mechanical | $41,880 | May 09 | 54 | Follow up |
| Delgado Concrete Co. | $38,110 | May 02 | 61 | Call now |
| Northpoint General | $29,540 | May 18 | 45 | Follow up |
| Riverside Roofing | $22,300 | Jun 01 | 31 | Follow up |
Rep performanceWho turns quotes into cash, not just who quotes the most?
| Rep | Branch | Quotes sent | Win rate | Revenue won | Avg quote→paid |
|---|
| D. Okafor | North | 78 | 68% | $1.42M | 44d |
| S. Patel | Central | 64 | 61% | $1.08M | 49d |
| M. Alvarez | South | 91 | 44% | $0.97M | 58d |
| J. Reilly | North | 55 | 59% | $0.86M | 46d |
| T. Nguyen | Central | 70 | 36% | $0.61M | 63d |
M. Alvarez sends the most quotes but wins the fewest per quote. High volume, low conversion is a coaching flag, not a top performer.