Huggins Office Services

Sales Cycle

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Live

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Revenue by month

🏆 Sales Leaderboard

Current cycle

Management Overview

Pipeline Funnel

Analytics

Category revenue

Win / loss — quotes this financial year

Rep revenue comparison

Team Performance Scorecard

Activity Feed

Quotes

Create, manage and send quotations. Export CSV uses the period chosen on the Reports page.

Ref	Customer	Attn	Category	Grand Total	Rep	Sent Date	Accepted Date	Status	Actions

Sales Pipeline

Click + in any column to add a deal

Engagements

Log and track client contacts

Date	Rep	Company / Contact	Type	Category	Quote Issued?	Linked Quote	Actions

KPI & Commission

Commission schedules — all figures in EC$

My Report

Sales Cycle Tracker

16th — 15th cycle performance at a glance

Sales Team

Reports

Overview — all reps

Deliveries & vehicles

Delivery requests and runs, vehicle requests, and who has which vehicle when. Working hours Monday–Friday, 8:00–4:30.

Service reports

Field service calls, tickets and sales leads from the service system. Read-only — reports are still submitted and managed in the service system.

Logistics reports

Admin Panel

Manage all system records — admin access only

Data

Everything is stored in the CRM Quotes, CRM Engagements and CRM Deals tabs of the Google Sheet. Each save changes one row only.

Set a password

Only the admin can set passwords. This signs that person out on every device.

All quotes

Ref	Client	Value	Rep	Status

All engagements

Date	Rep	Company	Type

Pipeline deals

Pipeline by rep

Recently deleted

Deleted records are kept in the Sheet. Restore puts one back for everyone.