HUGGINS
Office Services
Sales Cycle
—
Live
?
—
—
📈 Revenue Trend — 12-Month View
🏆 Sales Leaderboard
Current cycleManagement Overview
Pipeline Funnel
Analytics
■ Category Revenue Breakdown
● Win / Loss Ratio
▮ Rep Revenue Comparison
Team Performance Scorecard
Activity Feed
Quotes
Create, manage and send quotations
| 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
Admin Panel
Manage all system records — admin access only
⚠ Restored or edited quotes directly in Google Sheets?
Click Force Reload to merge those rows back into the CRM. The CRM stores data in Google Apps Script Properties — editing the Sheet tab alone is not enough. Force Reload reads the Sheet and syncs any missing quotes automatically.
All quotes
| Ref | Client | Value | Rep | Status |
|---|
All engagements
| Date | Rep | Company | Type |
|---|
Pipeline deals
Pipeline by rep