Branch Lead Management

Track real-time lead conversion revenue across the branch, compare monthly sales totals, and unlock tier-based rewards as your submitted leads close into active service contracts.

$42,850

Closed Lead Sales

$36,200

Closed Lead Sales

$29,400

Closed Lead Sales

Marcus Vance leads the branch with 18 converted inspection leads. Currently at Master Tier progress.

Elena Rostova holds second place with 14 active contract wins and 82% threshold to Tier 4.

David Chen holds third place with 12 submitted leads closed, maintaining a consistent monthly pace.

Tier 1: Bronze

Tier 2: Silver

Tier 3: Gold

Tier 4: Platinum

$10,000

Sales Goal

$25,000

Sales Goal

$50,000

Sales Goal

$100,000

Sales Goal

Unlocks quarterly gift card reward and baseline lead bounty booster.

Adds specialized tool kit allowance and branch recognition badge.

Qualifies for quarterly profit share payout and field gear upgrades.

Pinnacle reward level with maximum lead bonus multiplier and annual club getaway.

124

Total Leads

38%

Conversion Rate

$500

Avg. Lead Value

76

Open Leads

Precision Lead Filtering

Quickly locate specific leads or segment your pipeline by key criteria for effective management.

Filter by Status

Filter by Technician

Search by Customer

Track leads through New, Contacted, Scheduled, Sold, or Lost stages with a single click.

View individual technician performance and pipeline contributions at a glance.

Instantly find any lead by customer name or contact information for rapid access.