Pipeline health

Engagement to date · Jan 10 – Oct 24, 2026 · speed to lead for the cohort created in the range; aging and missing job details are the live pipeline.

Sheets data as of 12 days ago · last run failed

Median days to first contact: 0.0; 68% of 454 leads have a dated follow-up
Contacted same day: 57%; of leads with a dated follow-up
No follow-up logged: 116; 26% of the cohort
Open leads · now: 315; New, Open, Estimate or Ballpark
Going cold · 7+ days: 315; since the last logged activity
Booked, no job details: 17; ≈ $92,205 at the $5,424 average job

Time to first contact

Cohort · 454 leads created in the range · days from the lead arriving to the first dated follow-up

Same day
23% booked · $144,957
178
Next day
13% booked · $42,857
89
2–3 days
3% booked · $7,454
38
4–7 days
0% booked · $0
4
8+ days
0% booked · $0
1

Open leads by age

Every lead still open today, by days since the last logged activity

0–2 days
0
3–6 days
0
7–13 days
20
14–29 days
19
30+ days
276

Activity = a dated Follow-up or Notes entry on the master sheet, or a status change made here. Leads never touched count from their created date.

Stage velocity · how many days a lead takes to book, from the day it was created to the day it was marked Booked, by source, for leads created in the range. Median and the middle half, so one slow deal does not move it.
Source	Booked (n)	Median days	Middle half
Website	33	8.0	4–12
Internet search	16	5.9	4–12
Facebook	11	12.4	8–19
AI search	1	6.1	6–6
All sources	61	8.0

Stage velocity · how many days a lead takes to book, from the day it was created to the day it was marked Booked, by source, for leads created in the range. Median and the middle half, so one slow deal does not move it.
Website

Statuses shown: New, Open, Estimate, Ballpark estimate count as open. Definitions in METRICS.md → Pipeline health.

Close rate and revenue by how fast the first follow-up was logged, for leads created in the range. Read it as: of the leads Harley reached the same day, this share booked and this much revenue followed. n per bucket; an observation, not causation.
First contact	Leads (n)	Share	Booked	Close rate	Revenue	Revenue / lead
Same day	178	39%	41	23%	$144,957	$814
Next day	89	20%	12	13%	$42,857	$482
2–3 days	38	8%	1	3%	$7,454	$196
4–7 days	4	1%	0	0%	$0	$0
8+ days	1	0%	0	0%	$0	$0
Never (no follow-up logged)	116	26%	15	13%	$147,971	$1,276
Unknown (date before the lead)	28	6%	7	25%	$3,230	$115
All contacted	310	68%	54	17%	$195,268	$630

Close rate and revenue by how fast the first follow-up was logged, for leads created in the range. Read it as: of the leads Harley reached the same day, this share booked and this much revenue followed. n per bucket; an observation, not causation.
Same day
Leads (n)
178
Share
39%
Booked
41
Close rate
23%
Revenue
$144,957
Revenue / lead
$814
Next day
Leads (n)
89
Share
20%
Booked
12
Close rate
13%
Revenue
$42,857
Revenue / lead
$482
2–3 days

Rows with fewer than 5 leads are greyed: too small to read a rate from.

Greer Conway	Estimate	Website	287	Jan 10, 2026	Jan 10, 2026
Nico Whitaker	Estimate	Facebook	286	Jan 11, 2026	Jan 11, 2026
Devon Underwood	Estimate	Facebook	284	Jan 13, 2026	Jan 11, 2026
Winter Delaney	Ballpark estimate	Facebook	284	Jan 13, 2026	Jan 13, 2026
Harper Whitaker	Estimate	Website	281	Jan 16, 2026	Jan 16, 2026
Noel Nash	Open	Facebook	276	Jan 21, 2026	Jan 11, 2026
Brook Granger	Open	Facebook	276	Jan 21, 2026	Jan 11, 2026
Avery Kerrigan	Open	Facebook	276	Jan 21, 2026	Jan 11, 2026
Oakley Archer	Estimate	Facebook	276	Jan 21, 2026	Jan 16, 2026
Skyler Callahan	Open	Facebook	276	Jan 21, 2026	Jan 18, 2026
Nico Ingram	Open	Facebook	276	Jan 21, 2026	Jan 19, 2026
Avery Sutton	Estimate	Website	272	Jan 25, 2026	Jan 25, 2026
Reese Thornton	Ballpark estimate	Facebook	271	Jan 26, 2026	Jan 19, 2026
Tatum Sheppard	Open	Facebook	271	Jan 26, 2026	Jan 23, 2026
Remy Callahan	Estimate	Website	271	Jan 26, 2026	Jan 26, 2026
Logan Kimball	Estimate	Facebook	270	Jan 27, 2026	Jan 23, 2026
Addison Winslow	Estimate	Facebook	266	Jan 31, 2026	Jan 31, 2026
Cameron Mercer	Open	Facebook	266	Jan 31, 2026	Jan 31, 2026
Bailey Sheppard	Estimate	Website	265	Feb 1, 2026	Feb 1, 2026
Morgan Nolan	Estimate	Website	255	Feb 11, 2026	Feb 11, 2026
Avery Lowell	Ballpark estimate	Website	254	Feb 12, 2026	Feb 12, 2026
Jules Kerrigan	Estimate	Website	249	Feb 17, 2026	Feb 17, 2026
Kai Holloway	Open	Website	248	Feb 18, 2026	Feb 1, 2026
Oakley Jennings	Open	Website	248	Feb 18, 2026	Feb 11, 2026
Shay Pruitt	Estimate	Website	248	Feb 18, 2026	Feb 12, 2026
Jordan Ramsey	Open	Website	248	Feb 18, 2026	Feb 18, 2026
Oakley Vance	Estimate	Facebook	246	Feb 20, 2026	Feb 19, 2026
Remy Lindqvist	Estimate	Website	246	Feb 20, 2026	Feb 20, 2026
Quinn Quigley	Ballpark estimate	Website	243	Feb 23, 2026	Feb 23, 2026
Brook Sutton	Estimate	Website	243	Feb 23, 2026	Feb 23, 2026
Skyler Faulkner	Estimate	Website	240	Feb 26, 2026	Feb 26, 2026
Perry Underwood	Estimate	Website	236	Mar 2, 2026	Mar 2, 2026
Frankie Hartman	Open	Website	236	Mar 2, 2026	Mar 2, 2026
Hollis Sutton	Ballpark estimate	Website	232	Mar 6, 2026	Mar 6, 2026
Jamie Barrett	Open	Website	225	Mar 13, 2026	Mar 11, 2026
Reese Prescott	Ballpark estimate	Internet search	225	Mar 13, 2026	Mar 13, 2026
Taylor Monroe	Estimate	Website	222	Mar 16, 2026	Mar 15, 2026
Finley Sutton	Estimate	Website	221	Mar 17, 2026	Mar 17, 2026
Harper Yates	Ballpark estimate	Website	218	Mar 20, 2026	Mar 20, 2026
Indigo Abbott	Estimate	Facebook	214	Mar 24, 2026	Mar 24, 2026
Elliot Archer	Estimate	Internet search	213	Mar 25, 2026	Mar 25, 2026
Quinn Abbott	Estimate	Website	208	Mar 30, 2026	Mar 30, 2026
Emerson Kimball	Estimate	Website	207	Mar 31, 2026	Mar 31, 2026
Shay Ashford	Estimate	Website	207	Mar 31, 2026	Mar 31, 2026
Lane Bellamy	Estimate	Internet search	207	Mar 31, 2026	Mar 31, 2026
Flynn Ramsey	Open	Website	207	Mar 31, 2026	Mar 31, 2026
Nico Rhodes	Estimate	Website	206	Apr 1, 2026	Apr 1, 2026
Finley Nolan	Ballpark estimate	Website	206	Apr 1, 2026	Apr 1, 2026
Harper Vaughn	Ballpark estimate	Website	201	Apr 6, 2026	Apr 3, 2026
Riley Sheppard	Estimate	Internet search	201	Apr 6, 2026	Apr 6, 2026
Indigo Abbott	Estimate	Website	200	Apr 7, 2026	Apr 4, 2026
Skyler Barrett	Open	Website	200	Apr 7, 2026	Apr 5, 2026
Greer Ortega	Ballpark estimate	Website	200	Apr 7, 2026	Apr 6, 2026
Remy Ashford	Ballpark estimate	Facebook	200	Apr 7, 2026	Apr 6, 2026
Noel Lowell	Open	Facebook	199	Apr 8, 2026	Apr 8, 2026
Shay Jarvis	Estimate	Website	199	Apr 8, 2026	Apr 8, 2026
Jesse Vance	Open	Website	198	Apr 9, 2026	Apr 7, 2026
Finley Rutledge	Estimate	Facebook	198	Apr 9, 2026	Apr 9, 2026
Tatum Quigley	Estimate	Internet search	198	Apr 9, 2026	Apr 9, 2026
Jamie Delaney	Estimate	Website	197	Apr 10, 2026	Apr 10, 2026

Going cold · 315 open leads with no logged activity for 7+ days, quietest first (top 60 of 315 open). These are the people to call today: still New, Open, Estimate or Ballpark on the master sheet, but nobody has written a follow-up or note against them in a week.
Greer Conway
Lehi
Status
Estimate
Source
Website
Days quiet
287
Last activity
Jan 10, 2026
Nico Whitaker
Status
Estimate
Source
Facebook
Days quiet
286
Last activity
Jan 11, 2026
Devon Underwood
Farmington
Status
Estimate
Source
Facebook
Days quiet
284
Last activity
Jan 13, 2026
Winter Delaney
West Valley City
Status
Ballpark estimate
Source
Facebook
Days quiet
284
Last activity
Jan 13, 2026
Harper Whitaker
Fairview
Status
Estimate
Source
Website
Days quiet
281
Last activity
Jan 16, 2026
Noel Nash
Heber
Status
Open
Source
Facebook
Days quiet
276
Last activity
Jan 21, 2026
Brook Granger
Status
Open
Source
Facebook
Days quiet
276
Last activity
Jan 21, 2026
Avery Kerrigan
Salt Lake City
Status
Open
Source
Facebook
Days quiet
276
Last activity
Jan 21, 2026
Oakley Archer
Salt Lake City
Status
Estimate
Source
Facebook
Days quiet
276
Last activity
Jan 21, 2026
Skyler Callahan
Eagle Mountain
Status
Open
Source
Facebook
Days quiet
276
Last activity
Jan 21, 2026
Nico Ingram
Eagle Mountain
Status
Open
Source
Facebook
Days quiet
276
Last activity
Jan 21, 2026
Avery Sutton
Status
Estimate
Source
Website
Days quiet
272
Last activity
Jan 25, 2026
Reese Thornton
Plain City
Status
Ballpark estimate
Source
Facebook
Days quiet
271
Last activity
Jan 26, 2026
Tatum Sheppard
Tooele
Status
Open
Source
Facebook
Days quiet
271
Last activity
Jan 26, 2026
Remy Callahan
Status
Estimate
Source
Website
Days quiet
271
Last activity
Jan 26, 2026
Logan Kimball
Levan
Status
Estimate
Source
Facebook
Days quiet
270
Last activity
Jan 27, 2026
Addison Winslow
Santaquin
Status
Estimate
Source
Facebook
Days quiet
266
Last activity
Jan 31, 2026
Cameron Mercer
Status
Open
Source
Facebook
Days quiet
266
Last activity
Jan 31, 2026
Bailey Sheppard
Status
Estimate
Source
Website
Days quiet
265
Last activity
Feb 1, 2026
Morgan Nolan
West Haven
Status
Estimate
Source
Website
Days quiet
255
Last activity
Feb 11, 2026
Avery Lowell
West Point
Status
Ballpark estimate
Source
Website
Days quiet
254
Last activity
Feb 12, 2026
Jules Kerrigan
Murray
Status
Estimate
Source
Website
Days quiet
249
Last activity
Feb 17, 2026
Kai Holloway
Status
Open
Source
Website
Days quiet
248
Last activity
Feb 18, 2026
Oakley Jennings
Status
Open
Source
Website
Days quiet
248
Last activity
Feb 18, 2026
Shay Pruitt
Centerville
Status
Estimate
Source
Website
Days quiet
248
Last activity
Feb 18, 2026
Jordan Ramsey
Provo
Status
Open
Source
Website
Days quiet
248
Last activity
Feb 18, 2026
Oakley Vance
Status
Estimate
Source
Facebook
Days quiet
246
Last activity
Feb 20, 2026
Remy Lindqvist
Status
Estimate
Source
Website
Days quiet
246
Last activity
Feb 20, 2026
Quinn Quigley
Status
Ballpark estimate
Source
Website
Days quiet
243
Last activity
Feb 23, 2026
Brook Sutton
Status
Estimate
Source
Website
Days quiet
243
Last activity
Feb 23, 2026
Skyler Faulkner
Bountiful
Status
Estimate
Source
Website
Days quiet
240
Last activity
Feb 26, 2026
Perry Underwood
Orem
Status
Estimate
Source
Website
Days quiet
236
Last activity
Mar 2, 2026
Frankie Hartman
Status
Open
Source
Website
Days quiet
236
Last activity
Mar 2, 2026
Hollis Sutton
Rosevelt
Status
Ballpark estimate
Source
Website
Days quiet
232
Last activity
Mar 6, 2026
Jamie Barrett
Status
Open
Source
Website
Days quiet
225
Last activity
Mar 13, 2026
Reese Prescott
South Jordan
Status
Ballpark estimate
Source
Internet search
Days quiet
225
Last activity
Mar 13, 2026
Taylor Monroe
Eden | Liberty
Status
Estimate
Source
Website
Days quiet
222
Last activity
Mar 16, 2026
Finley Sutton
Holladay
Status
Estimate
Source
Website
Days quiet
221
Last activity
Mar 17, 2026
Harper Yates
Status
Ballpark estimate
Source
Website
Days quiet
218
Last activity
Mar 20, 2026
Indigo Abbott
West Bountiful
Status
Estimate
Source
Facebook
Days quiet
214
Last activity
Mar 24, 2026
Elliot Archer
Draper
Status
Estimate
Source
Internet search
Days quiet
213
Last activity
Mar 25, 2026
Quinn Abbott
Park City
Status
Estimate
Source
Website
Days quiet
208
Last activity
Mar 30, 2026
Emerson Kimball
Salt Lake City
Status
Estimate
Source
Website
Days quiet
207
Last activity
Mar 31, 2026
Shay Ashford
Salt Lake City
Status
Estimate
Source
Website
Days quiet
207
Last activity
Mar 31, 2026
Lane Bellamy
Lehi
Status
Estimate
Source
Internet search
Days quiet
207
Last activity
Mar 31, 2026
Flynn Ramsey
Status
Open
Source
Website
Days quiet
207
Last activity
Mar 31, 2026
Nico Rhodes
Far West
Status
Estimate
Source
Website
Days quiet
206
Last activity
Apr 1, 2026
Finley Nolan
Status
Ballpark estimate
Source
Website
Days quiet
206
Last activity
Apr 1, 2026
Harper Vaughn
Status
Ballpark estimate
Source
Website
Days quiet
201
Last activity
Apr 6, 2026
Riley Sheppard
Bountiful
Status
Estimate
Source
Internet search
Days quiet
201
Last activity
Apr 6, 2026
Indigo Abbott
Park City
Status
Estimate
Source
Website
Days quiet
200
Last activity
Apr 7, 2026
Skyler Barrett
Status
Open
Source
Website
Days quiet
200
Last activity
Apr 7, 2026
Greer Ortega
Status
Ballpark estimate
Source
Website
Days quiet
200
Last activity
Apr 7, 2026
Remy Ashford
Dutch John
Status
Ballpark estimate
Source
Facebook
Days quiet
200
Last activity
Apr 7, 2026
Noel Lowell
Status
Open
Source
Facebook
Days quiet
199
Last activity
Apr 8, 2026
Shay Jarvis
South Jordan
Status
Estimate
Source
Website
Days quiet
199
Last activity
Apr 8, 2026
Jesse Vance
Provo
Status
Open
Source
Website
Days quiet
198
Last activity
Apr 9, 2026
Finley Rutledge
Alpine
Status
Estimate
Source
Facebook
Days quiet
198
Last activity
Apr 9, 2026
Tatum Quigley
Holladay
Status
Estimate
Source
Internet search
Days quiet
198
Last activity
Apr 9, 2026
Jamie Delaney
Midway
Status
Estimate
Source
Website
Days quiet
197
Last activity
Apr 10, 2026

Booked, no job details · 17 leads marked Booked on the master sheet with no matching row on the sales sheet yet, so the revenue is unknown and unbilled; longest wait first. Mary adds the sales-sheet row, then the job and commission fill in here (9 with no booked date, counted from created) · estimated value at the $5,424 average job (an estimate, never added to confirmed revenue)
Lead	Source	Booked	Waiting	Est. value
Emerson Monroe	Facebook	date unknown	220 days since created	≈ $5,424
Ari Kerrigan	Facebook	date unknown	207 days since created	≈ $5,424
Kendall Dalton	Website	date unknown	145 days since created	≈ $5,424
Skyler Tilden	Internet search	Jul 9, 2026	107 days	≈ $5,424
Jamie Callahan	Website	Aug 21, 2026	64 days	≈ $5,424
Val Jennings	Internet search	Sep 3, 2026	51 days	≈ $5,424
Frankie Lowell	Internet search	date unknown	47 days since created	≈ $5,424
Drew Fleming	Internet search	date unknown	47 days since created	≈ $5,424
Greer Winslow	Internet search	date unknown	47 days since created	≈ $5,424
Logan Quigley	Internet search	date unknown	47 days since created	≈ $5,424
Reese Ellison	Internet search	date unknown	47 days since created	≈ $5,424
Parker Holloway	Website	date unknown	47 days since created	≈ $5,424
Kerry Abbott	Website	Sep 8, 2026	46 days	≈ $5,424
Jesse Lowell	AI search	Sep 10, 2026	44 days	≈ $5,424
Lennon Pearce	Internet search	Sep 10, 2026	44 days	≈ $5,424
Casey Jarvis	Website	Oct 12, 2026	12 days	≈ $5,424
Casey Kerrigan	Website	Oct 12, 2026	12 days	≈ $5,424
Total				≈ $92,205

Booked, no job details · 17 leads marked Booked on the master sheet with no matching row on the sales sheet yet, so the revenue is unknown and unbilled; longest wait first. Mary adds the sales-sheet row, then the job and commission fill in here (9 with no booked date, counted from created) · estimated value at the $5,424 average job (an estimate, never added to confirmed revenue)
Emerson Monroe
Salt L
Source
Facebook
Booked
date unknown
Waiting
220 days since created
Est. value
≈ $5,424
Ari Kerrigan
Pleasant Grove
Source
Facebook
Booked
date unknown
Waiting
207 days since created
Est. value
≈ $5,424
Kendall Dalton
Salt Lake City
Source
Website

Also listed under Needs attention. A weekly digest of this list for Mary is drafted in the notification templates and is not enabled.

Search

Pipeline health

Time to first contact

Open leads by age