Total Revenue
$10,314
Cash received: $0Accrual $10,314 · Cash $0 · Xero MTD
Gross Profit
$10,314
+100.0% marginXero · accrual basis
Cash Balance
$134,799
All accounts
Pipeline Value
$52,045+
39 active cardsTrello
Won Deals
$14,964
9 dealsvs $136,643 last mo
Revenue Trend
Aug – Nov 2026
$10,314
Nov MTD
Monthly revenue. Nov is MTD · pace ~$56,727.
Top Closers
MTD
1
William Tzevakos
7 deals · $11,605
78%
rev share
2
Dan Saunders
2 deals · $3,359
22%
rev share
■ FINANCIAL PERFORMANCE Xero · Accrual basis unless noted
Total Monthly Revenue
ok
$10,314
Accrual (invoiced) MTD · Total Trading Income
↓ pace ~$56,727/mo vs $111,572 prev
Total Monthly Revenue
ok
── Accrual (invoiced) ──
Estimating income$10,314.00
Subscription Income$0.00 ⚠ not yet raised
── Cash (received) ──
Cash Revenue MTD$0.00
Prev month full (accrual)$111,571.54
Action required: Subscription invoices not raised.
COGS & Operating Expenses
ok
$14,058
Total Costs (COGS + OpEx) · MTD
COGS $0 · OpEx $14,058
COGS & Operating Expenses
ok
Project Labor Cost (COGS)−$0.00
── Operating Expenses ──
Advertising−$1,908.67
Bank Fees−$5.82
Office Rent−$7,950.00
Subscriptions−$1,870.31
Superannuation−$248.87
Wages and Salaries- Sales−$2,073.95
Total OpEx−$14,057.62
Total Costs−$14,057.62
COGS = Project Labor. OpEx = all Xero operating expense accounts.
Gross & Net Profit — Accrual
ok
$10,314
Gross Profit · MTD · +100.0% margin
Net Profit: −$3,744
Gross & Net Profit — Accrual
ok
Revenue$10,314.00
COGS−$0.00
Gross Profit$10,314.00
Net Profit−$3,743.62
Accrual basis.
Net Profit — Cash Basis
warn
−$14,058
Cash-basis P&L · money actually received
3-mo avg burn: $9,062/mo
Net Profit — Cash Basis
warn
Revenue — Accrual (invoiced)$10,314.00
Revenue — Cash (received)$10,314.00
Net Profit (cash)−$14,057.62
Accrual = invoices raised this month. Cash = payments received this month (may include prior invoices).
MRR / Subscription Income
bad
$0
MTD subscriptions
MRR / Subscription Income
bad
Action required: Raise subscription invoices.
WIP Value
warn
$19,205+
IN PROGRESS · 12 cards
1 unpriced
WIP Value
warn
#743 Gilligans Backpackers & Resort Stage 1$1,140
#747 2295 Gold Coast Highway, Mermaid Waters$2,180
#753 2 Jacaranda Crtunpriced
#746 Burwood Courthouse$2,230
#750 Caboolture Social Housing$1,130
#754 Bayside Christian College$680
#749 24 Charles Street, Abbotsford$2,200
#715 190 Section Road, Greenvale$2,145
#755 St Luke's Anglican School$670
#752 139 Wendouree Parade, Lake Wendouree$2,270
#751 Mount Ommaney Special School$2,290
#738 364 Seaview Road, Henley Beach$2,270
■ CAPACITY & PRODUCTIVITY Hubstaff · Offshore team only · Task-code method
Active Estimators (MTD)
ok
23
With billable work (excl. projects 001–005)
Active Estimators (MTD)
ok
Estimators with billable time23
Total members30
Target capacity hrs/mo4,140h (23 × 9h × 20 days)
Target revenue/mo$227,700 (4,140h × $55/h)
Sourced from ESTIMATORS team (Hubstaff) — maintained by Jam.
Avg Utilisation Rate
ok
94.4%
Billable ÷ Total tracked · task-code method
↑ On target ≥75%
Avg Utilisation Rate
ok
Avg utilisation94.4%
Green (≥75%)17
Amber (50–74%)0
Red (<50%)0
Non-billable = projects 001–005 (task-code method, not Hubstaff toggle).
Avg Billable Hrs/Estimator (MTD)
bad
18.7h
Target ≥28h (4d × 7h)
Gap: 9.3h below target
Avg Billable Hrs/Estimator (MTD)
bad
MTD billable/estimator18.7h
Target (4d × 7h)28h
Project Utilisation — IN PROGRESS
ok
2299%
Quoted Hrs ÷ Actual Hrs · 12 of 12 matched
All within quoted hours
Project Utilisation — IN PROGRESS
ok
Caboolture Social Housing129.8% (30h quoted ÷ 23.1h actual)
Gilligans Backpackers & Resort Stage 1151.5% (30h quoted ÷ 19.8h actual)
2295 Gold Coast Highway, Mermaid Waters164.8% (45h quoted ÷ 27.3h actual)
364 Seaview Road, Henley Beach231.9% (60h quoted ÷ 25.9h actual)
Burwood Courthouse259.1% (45h quoted ÷ 17.4h actual)
Mount Ommaney Special School327.1% (40h quoted ÷ 12.2h actual)
24 Charles Street, Abbotsford374.5% (50h quoted ÷ 13.3h actual)
Bayside Christian College480.0% (24h quoted ÷ 5.0h actual)
139 Wendouree Parade, Lake Wendouree954.9% (55h quoted ÷ 5.8h actual)
190 Section Road, Greenvale1002.2% (90h quoted ÷ 9.0h actual)
St Luke's Anglican School4761.9% (20h quoted ÷ 0.4h actual)
2 Jacaranda Crt18750.0% (30h quoted ÷ 0.2h actual)
>100% = under budget.
■ OVERALL BUSINESS HEALTH Xero · Trello · HubSpot
Cash Balance
ok
$134,799
CBA 5456 + CBA 6583 + Stripe + Wise
Cash Balance
ok
CBA Ending 5456$25,566.51
CBA Ending 6583$68,048.09
Stripe$3,338.29
Wise$37,845.64
Total$134,798.53
All 4 accounts confirmed as assets (CBA 6583 is NOT an overdraft, Stripe = asset).
Cash Runway
ok
Over a year
Xero Analytics forward projection
Trailing cash basis: Over a year ($9,062/mo avg burn)
Cash Runway
ok
Cash balance$134,798.53
Avg 3-mo cash burn$9,062/month
Trailing calc runwayOver a year
Xero Analytics viewOver a year
Xero Analytics uses forward projections (booked pipeline + recurring revenue) and shows Over a year. Trailing 3-month cash P&L basis shows Over a year.
Overdue Invoices
warn
$27,685
25 confirmed overdue invoices
Oldest: 30 Sep
Overdue Invoices
warn
| Client | Invoice | Due | Amount |
|---|---|---|---|
| JBS Excavation | INV-0742 | 30 Sep | $2,644.30 |
| MACRI EXCLUSIVE HOMES TRADING AS AJ BUILDING | INV-0514 | 11 Aug | $2,145.00 |
| MACRI EXCLUSIVE HOMES TRADING AS AJ BUILDING | INV-0513 | 11 Aug | $2,145.00 |
| HEGS & CO PROJECTS PTY LTD | INV-0509 | 7 Aug | $1,980.00 |
| HEGS & CO PROJECTS PTY LTD | INV-0510 | 7 Aug | $1,980.00 |
| HEGS & CO PROJECTS PTY LTD | INV-0511 | 7 Aug | $1,980.00 |
| Laidre | INV-0230 | 19 May | $1,936.00 |
| Zavamar Properties | INV-0800 | 22 Oct | $1,716.00 |
| JBS Excavation | INV-0565 | 18 Aug | $1,635.98 |
| Ocean Blue Builders | BM-0285 | 24 Feb | $1,138.50 |
| Civitech | INV-0347 | 23 Jun | $1,045.00 |
| Base One Built | INV-0380 | 1 Jul | $990.00 |
| DrainMasta | INV-0159 | 2 Apr | $891.00 |
| Anthony Ring | INV-0811 | 25 Oct | $750.00 |
| WilCan Masonry | INV-0871 | 4 Nov | $748.00 |
| Premier Brushworks | INV-0872 | 4 Nov | $737.00 |
| DrainMasta | BM-0281 | 24 Feb | $643.50 |
| Beyond Flooring | INV-0743 | 15 Sep | $605.00 |
| TCW Infrastructure | INV-0208 | 7 May | $550.00 |
| HELIX CONSTRUCTIONS | BM-0311 | 9 Mar | $495.00 |
| Casa Storia | INV-0695 | 17 Sep | $264.00 |
| Ian Stewart | BM-0319 | 13 Mar | $247.50 |
| Inline Excavations | BM-0309 | 9 Mar | $198.00 |
| Bayleys Earthworks | INV-0391 | 5 Jul | $181.67 |
| Brisbane and Gold Coast Tiling | INV-0784 | 10 Oct | $38.50 |
| Confirmed total | $27,684.95 |
Chase overdue invoices immediately.
Job Pipeline Value
warn
$52,045+
Active Trello jobs · 39 cards across 6 stages
Job Pipeline Value
warn
IN PROGRESS (12 cards)unpriced (12 cards)
ALLOCATION JOB REVIEW (4 cards)unpriced (4 cards)
TEAM LEAD QA (0 cards)—
SNR MANAGER QA (0 cards)—
AU MANAGER REVIEW (0 cards)—
ISSUED TO CUSTOMER (23 cards)unpriced (23 cards)
Prices from Trello card descriptions — keep all cards priced for accurate pipeline.
Debtor Days
ok
20 days
AR ÷ MTD Revenue × days elapsed. Lower = faster collections.
Xero Analytics / Syft — verified match
Debtor Days
ok
Creditor Days
ok
0 days
AP ÷ MTD COGS × days elapsed. Higher = better cash flow.
Xero Analytics / Syft — verified match
Creditor Days
ok
Current Ratio
warn
1
Current Assets ÷ Current Liabilities. ≥2 is healthy.
Xero Analytics / Syft — verified match
Current Ratio
warn
Current Assets$176,363.19
Fixed Assets$6,300.00
Total Assets$182,663.19
Current Liabilities$145,198.95
Total Liabilities$448,282.58
Equity (Net Worth)−$265,619.39
Debt to Equity
bad
-2
Total Liabilities ÷ Equity. Negative = negative equity.
Xero Analytics / Syft — verified match
Debt to Equity
bad
Current Assets$176,363.19
Fixed Assets$6,300.00
Total Assets$182,663.19
Current Liabilities$145,198.95
Total Liabilities$448,282.58
Equity (Net Worth)−$265,619.39
Debt Ratio
bad
2
Total Liabilities ÷ Total Assets. <1 is healthy.
Xero Analytics / Syft — verified match
Debt Ratio
bad
Current Assets$176,363.19
Fixed Assets$6,300.00
Total Assets$182,663.19
Current Liabilities$145,198.95
Total Liabilities$448,282.58
Equity (Net Worth)−$265,619.39
Working Capital to Total Assets
ok
1
Current Assets ÷ Total Assets.
Xero Analytics / Syft — verified match
Working Capital to Total Assets
ok
Current Assets$176,363.19
Fixed Assets$6,300.00
Total Assets$182,663.19
Current Liabilities$145,198.95
Total Liabilities$448,282.58
Equity (Net Worth)−$265,619.39
Current Liabilities to Net Worth
bad
-1
Current Liabilities ÷ Equity.
Xero Analytics / Syft — verified match
Current Liabilities to Net Worth
bad
Current Assets$176,363.19
Fixed Assets$6,300.00
Total Assets$182,663.19
Current Liabilities$145,198.95
Total Liabilities$448,282.58
Equity (Net Worth)−$265,619.39
Fixed Assets to Net Worth
ok
0
Fixed Assets ÷ Equity.
Xero Analytics / Syft — verified match
Fixed Assets to Net Worth
ok
Current Assets$176,363.19
Fixed Assets$6,300.00
Total Assets$182,663.19
Current Liabilities$145,198.95
Total Liabilities$448,282.58
Equity (Net Worth)−$265,619.39
■ TOP ACTIONS THIS WEEK
1
Chase overdue invoices — $27,685 outstanding
25 overdue invoices confirmed.
2
Raise subscription invoices
Subscription income $0 this month.
■ DATA QUALITY & OUTSTANDING ISSUES
MONITOR
1 Trello cards missing price.
INFO
Hubstaff tracks offshore estimator team only.
Won Deals MTD
9
Won Revenue MTD
$14,964
Active Leads
65
Team Conv Rate
40.9%
Avg Deal Size
$1,663
Target Revenue / Month
$237,600
≈ 24 est × 9h × 20d × $55/hr
■ SALES & MARKETING EFFICIENCY HubSpot · Inbound Marketing Leads pipeline
Leads Generated (MTD)
ok
65
Inbound Marketing Leads pipeline
Leads Generated (MTD)
ok
MTD leads65
Won Deals — MTD
ok
$14,964
9 deals · avg $1,663 each
↓ vs $136,643 prev
Won Deals — MTD
ok
Won deals9
Total value$14,964.00
Avg deal$1,663
Cost per Lead
ok
$29.36
Ad Spend $1,909 ÷ 65 leads
Cost per Lead
ok
Customer Acquisition Cost
ok
$212
Ad Spend $1,909 ÷ 9 won
LTV:CAC ≈ 7.8x
Customer Acquisition Cost
ok
Revenue vs Target
behind
6.3%
Target: $237,600 ≈ (23 est × 9h × 20d × $55)
$14,964 of $237,600
Revenue vs Target
behind
Won revenue MTD$14,964.00
Monthly target$237,600.00
Gap$222,636.00 to go
Sales Team Performance — MTD
ok
$14,964
4 reps · 9 won · 25 active in pipeline
Sales Team Performance — MTD
ok
| Rep | Active Leads | Won | Conv Rate | Avg Deal | Won Revenue |
|---|---|---|---|---|---|
| William Tzevakos | 10 | 7 | 41.2% | $1,658 | $11,605 |
| Dan Saunders | 2 | 2 | 50.0% | $1,680 | $3,359 |
| Harly Brown | 1 | 0 | 0.0% | — | — |
| TOTAL | 13 | 9 | 40.9% | $1,663 | $14,964 |
| Pipeline Stage | Deals |
|---|---|
| Contact Attempted | 0 |
| Contacted | 18 |
| Contacted - Warm | 0 |
| Contacted - Hot | 1 |
| Proposal Sent | 6 |
| Total active | 25 |
| Team Benchmark | Value |
|---|---|
| Leads Worked | 4.3 / rep (team avg) |
| Speed to Lead | — |
| Conv Rate | 40.9% team avg |
| Avg Deal Size | $1,663 |
| Call Volume | 24 calls / rep avg |
| Call Quality Score | 48/100 team avg |
Active Leads = deals in Contact Attempted / Contacted / Proposal Sent stages. Conv Rate = Won ÷ (Won + Active). Team averages exclude reps with no activity.
■ NEW vs RECURRING CLIENT REVENUE HubSpot · Company history · MTD
New Client Revenue (MTD)
new
$14,964
9 deals
New Client Revenue (MTD)
new
New deals9
Revenue$14,964.00
Recurring Client Revenue (MTD)
recurring
$0
0 deals
Recurring Client Revenue (MTD)
recurring
Recurring deals0
Revenue$0.00
■ SALES LEADERBOARD MTD · Ranked by performance across key metrics
| Rep | Active Leads | Won Deals | Conv Rate | Avg Deal Size | Coach Score |
|---|---|---|---|---|---|
| Dan Saunders | 2 (🥈) | 2 (🥈) | 50.0% (🥇) | $1,680 (🥇) | — |
| Harly Brown | 1 (🥉) | 0 (🥉) | 0.0% (🥉) | $0 (🥉) | 45 (🥈) |
| William Tzevakos | 10 (🥇) | 7 (🥇) | 41.2% (🥈) | $1,658 (🥈) | 52 (🥇) |
| Luke Rose | 0 (#4) | 0 (#4) | — | $0 (#4) | — |
| vs Team Avg | 3.2 | 2.2 | 30.4% | $1,669 | 48 |
Last row = team average. 🥇🥈🥉 = rank within team. Coach Score = AI call quality (0–100).
■ RESPONSIVENESS & PIPELINE VELOCITY HubSpot · Speed to first contact + deal close time
| Rep | Speed to Lead | Sales Cycle | Notes |
|---|---|---|---|
| Dan Saunders | — | 0 days | No inbound won deals yet |
| Harly Brown | — | — | No inbound won deals yet |
| William Tzevakos | — | 3 days | No inbound won deals yet |
| Luke Rose | — | — | No inbound won deals yet |
| vs Team Avg | — | 2 days |
Speed to Lead = time from lead creation to first logged contact. Sales Cycle = lead creation to Closed Won.
■ COMMISSION THRESHOLD STATUS $50,000 monthly threshold · Schedule B
| Rep | Won Revenue | Status | Gap |
|---|---|---|---|
| Dan Saunders | $3,359 | NOT MET | $46,641 to go |
| Harly Brown | $0 | NOT MET | $50,000 to go |
| William Tzevakos | $11,605 | NOT MET | $38,395 to go |
⚡ Threshold waived during ramp period (first 2 full months post-probation). Commission only payable in months where $50k is met.
⚠ Ramp-Exempt expiry requires probation end date from HR — confirm before month-end.
Luke Rose (Sales Head) excluded — manager role, not on rep commission schedule.
⚠ Ramp-Exempt expiry requires probation end date from HR — confirm before month-end.
Luke Rose (Sales Head) excluded — manager role, not on rep commission schedule.
■ CALL ACTIVITY (AIRCALL MTD) Aircall · MTD · All reps
| Rep | Outbound | Inbound | Missed | Talk Time | Avg Duration | In/Out Split |
|---|---|---|---|---|---|---|
| Dan Saunders | 2 | 4 | 6 | 43m | 3m 36s | 33% in · 17% out |
| Harly Brown | 39 | 1 | 1 | 70m | 1m 42s | 2% in · 95% out |
| William Tzevakos | 19 | 7 | 11 | 85m | 2m 18s | 19% in · 51% out |
| Luke Rose | — | — | — | — | — | — |
| TEAM TOTAL | 60 | 12 | 18 | 198m | 2m 30s | 13% in · 67% out |
Luke Rose not in Aircall. Last row = team totals.
CALL VOLUME TRENDS
▼ Daily (last 7 days)
| Date | Out | In | Missed | Total |
|---|---|---|---|---|
| 2026-11-04 | 27 | 12 | 3 | 42 |
| 2026-11-03 | 3 | 0 | 7 | 10 |
| 2026-11-02 | 35 | 0 | 11 | 46 |
▼ Weekly
| Week | Out | In | Missed | Total |
|---|---|---|---|---|
| Wk 45 (2 Nov–8 Nov) | 65 | 12 | 21 | 98 |
CALL QUALITY & COACHING
Aircall transcripts · AI review · 7-day week · 22 calls · Last updated 1 Nov 2026 07:02 AEST · Same data through next Sunday
⚠ Team below benchmark (75) · Team avg: 48/100
Harly
8 calls reviewed
4.5
Average⚠ Below benchmark
Coaching notes View ▼
Coaching Notes
→Reduce filler words ('like', 'sort of', 'basically') and practice clear, concise phrasing - this undermines credibility and makes it harder for prospects to follow your logic
→Structure discovery with a clear framework before speaking: ask about current pain points, then pivot to how Build Metric solves them, rather than meandering through follow-up questions
→You achieved good talk ratio (41% rep/59% prospect), but use that listening time to identify a specific problem to solve - no clear value proposition or next step was offered
→Practice your opening positioning: after confirming their inquiry, lead with 'We help commercial glaziers like you reduce estimate turnaround time by doing X' before diving into discovery
→Reduce rep talk time to 40-50% - you interrupted the prospect's responses and didn't allow them to fully explain their business needs or pain points
→Complete your sentences and speak clearly - multiple incomplete thoughts ('I jus...', 'renos. Do you gu...') made the pitch confusing and unprofessional
→Ask discovery questions first before pitching - understand Andrew's full scope of work and current challenges before offering to 'look into' Build Metric's services
→Confirm clear next steps - while you offered to send an email, there's no indication the prospect committed to reviewing it or scheduling a follow-up call
→Ask discovery questions before committing to timelines—understand project scope, complexity, and budget to set realistic expectations and avoid overpromising on a tight Friday deadline
→Clarify the prospect's actual deadline more assertively; they mentioned Friday, Monday/Tuesday, and 4 nights—confirm what date/time you'll deliver to prevent miscommunication
→Position Build Metric's value when addressing tight turnarounds—explain what makes your estimates high-quality and why rushing could impact accuracy, not just availability
→Take initiative to own the next step: confirm you'll send a follow-up message with the delivery timeline and scope checklist after review, rather than leaving it vague ('I'll let you know')
→Avoid leading with company name and title - instead lead with a specific value hook or reason for calling (e.g., 'I help builders like you reduce estimating time by 40%')
→The prospect shut down the conversation within 8 seconds - you needed to create curiosity or urgency before they could deflect to email
→At 40 seconds total, this call ended without any qualifying questions, discovery, or commitment beyond sending an email that will likely go unread
→Practice a stronger opening that demonstrates you've researched their business and have a specific reason they should listen now rather than delegate to email
→Complete your opening question - you cut off mid-sentence asking 'Is now a good time for...' which left the prospect unclear on what you were asking
→Establish context immediately - reference the specific inquiry details (date, service requested, project type) to build credibility and relevance
→Speak slower and with pauses - at 16s of talk time in 39s total, you may be rushing; give prospects time to respond naturally
→Confirm you have the right person and company name before launching into your reason for calling
→Reduce opening monologue - you spoke 64% of the call time. Ask the prospect about their current situation immediately after introduction to create two-way dialogue
→Establish clear value proposition before asking about estimating needs - explain what makes Build Metric different rather than generic 'how are you going' question
→Create urgency or reason for the call - avoid open-ended reach-outs; reference specific pain point or reason you're contacting them today
→Extend conversation with follow-up questions - 44 seconds is too short to establish rapport; aim for 2-3 minute discovery calls on prospecting
→Prospect explicitly stated they're unavailable (going overseas, don't want new jobs), yet rep didn't clearly confirm when to reconnect or propose a specific follow-up date—vague calendar mention is insufficient
→Rep talked 60% of the call but asked minimal discovery questions; focus should be on understanding timeline and constraints before suggesting solutions
→Call lacks structure—no clear opening, value reminder of previous conversation, or concrete close; add: 'When you're back, what's the best way to reconnect?' with a specific date
→Audio quality issues make transcript difficult to parse; ensure call clarity and slow down delivery, especially when prospect is providing important information about their availability
→Prospect signaled 'not at the moment' - dig deeper here instead of accepting surface objection. Ask qualifying questions: timeline, current pain points, or what would make them ready to discuss
→Rep's talk time dominates at 60% despite being a short call. In a 56s conversation, balance should be closer to 50/50 or favor prospect listening more to understand their situation
→Missing value prop or reason to reconnect. When prospect defers, establish a specific follow-up date/trigger event rather than vague 'as soon as I have something' commitments
→Abrupt close with no next steps documented. Confirm: Will you call back? When? What should they do if they need you sooner?
Areas for Attention
⚠No commitment or next steps discussed - call ends without clarity on follow-up action
⚠Prospect mentioned 'work's so slow' but rep didn't acknowledge this pain point or pivot to Build Metric's value
⚠Multiple incomplete sentences and restarts create impression of lack of preparation or product knowledge
⚠Prospect engagement very low (26.8% talk time) - may indicate lack of interest or confusion about the value proposition
⚠No clear objection handling or discovery of current estimating process
⚠Email follow-up without confirmed interest level leaves outcome uncertain
⚠Vague commitment—rep said 'four to eight business days' or 'quicker if need be' without seeing the scope; unclear what Friday deliverable actually entails
⚠Weak close—no clear next action, confirmation method, or timeline documented on the call; prospect said they'll 'flick it through' but no email/portal specified
⚠Email redirects typically indicate low prospect engagement - follow-up email will have minimal open/response rate
⚠No discovery conducted - no understanding of prospect's pain points or fit
⚠Call lacked positioning as a consultative resource rather than a generic sales outreach
⚠Call disconnected or cut short before any meaningful conversation occurred
⚠No qualifying information gathered about prospect needs or interest level
⚠Incomplete transcript - full value proposition and prospect response unclear
⚠Very short call duration suggests early hang-up or disengagement
⚠No clear next step or callback mentioned in summary
⚠Prospect is unqualified for 2-3+ months; risk of follow-up being forgotten without a locked calendar date
⚠No value reinforcement from initial conversation—rep should briefly reference what was discussed and why it matters
⚠Call feels transactional rather than relationship-building; missed opportunity to add value despite timing constraints
⚠Prospect appears disengaged or unqualified - unclear if this is right contact/decision-maker
⚠No discovery of actual need - rep jumped to examples without confirming fit first
William
14 calls reviewed
5.2
Average⚠ Below benchmark
Coaching notes View ▼
Coaching Notes
→Increase rep talk time to 35-40% - you're listening well (73% prospect talk) but need to guide the conversation more deliberately toward Build Metric's value proposition and how estimating services solve their pricing anxiety
→Clarify the prospect's immediate need: Sean mentioned struggling with pricing/estimation, but you didn't confirm whether he has a current job requiring an estimate or timeline for when he will
→Close with a specific, actionable next step - the call ends ambiguously without confirming a follow-up: offer to send a sample estimate, schedule a brief demo, or agree on a callback date when he has plans ready
→Bridge his pain point to your solution: Sean fears underpricing due to inexperience - explicitly position Build Metric's estimating service as reducing that risk and helping him bid competitively
→Prospect was driving to a meeting—acknowledge time constraints upfront and offer to call back at a better time rather than pushing through. This shows professionalism and increases callback conversion.
→You have strong positioning (in-house estimators, bill of quantities), but didn't ask qualifying questions: project size, timeline, or frequency of estimates needed. Gather these details early to ensure fit.
→Prospect gave multiple buying signals (willingness to send drawings, 30-year customer relationship, interstate/regional work) but you didn't confirm next steps clearly. End with: 'When works best to send those drawings—email or portal?' and commit to a turnaround timeframe.
→Call ended prematurely at 33 seconds - ensure you have a full conversation explaining Build Metric's value proposition before disconnecting
→No discovery questions asked about prospect's estimating needs, pain points, or business type
→Rep talk time was only 6.8s - you need to introduce yourself, your company, and reason for calling to establish credibility
→Follow up on this lead with a proper introduction call; prepare an opening pitch that gets past basic greetings
→Reduce rep talk time to 40% or less - you're talking too much. Ask open-ended discovery questions and let the prospect speak to understand their needs
→At 43 seconds, this call ended prematurely. Aim for minimum 2-3 minutes on prospecting calls to properly qualify and establish next steps
→Use consultative approach: replace statements with questions about their current estimating process, pain points, and budget cycle
→No clear call objective or close documented - establish what you're trying to achieve before dialing (discovery, demo booking, or qualification)
→Reduce filler words ('it's', 'you know', 'and just like anything') - they undermine credibility and waste prospect talk time. Aim for 50/50 talk split, not 68% rep dominance.
→When prospect asked about standard rates, your response was unclear and rambled. Practice a crisp 2-sentence answer: confirm you use area-specific rates, explain why that benefits them.
→You quoted $2,600 for a 3-unit site but didn't confirm scope, complexity level, or specific requirements first. Always qualify before pricing to avoid inaccurate estimates.
→Call ended passively with prospect saying 'I've got your number' - no commitment to next steps. Use assumptive close: 'Send me those plans by Friday and I'll get a detailed quote to you by Monday. Does that work?'
→Call was far too short (33s) - need to establish rapport and uncover prospect needs before they disengage; aim for minimum 2-3 minutes
→Even talk time (50/50) is misleading when prospect speaks very little substantively - focus on asking open-ended discovery questions to get them talking about their business
→No key moments recorded suggests no objection handling, pain point discovery, or next steps were discussed - implement a basic call structure: intro → qualifying question → listen → schedule follow-up
→Lead with genuine interest in their business rather than launching into pitch; prospects are more likely to stay engaged when they feel understood
→Strong discovery: You identified the prospect's niche (basement tanking, liquid membranes) and their specific needs (template matching their bill of quantity). Continue probing early to surface these details before discussing pricing.
→Pricing positioning: You handled the $65/hour + GST question well by pivoting to job-by-job pricing, but consider clarifying your value proposition earlier to justify rates for specialized work like this—prospect seemed uncertain about pricing.
→Meeting confirmation: Excellent close—you secured Wednesday + got the email (brian@ciw.net.au). One improvement: confirm you'll send the Zoom invite promptly rather than leaving it open-ended ('I'll get our lead estimator').
→Talk ratio balanced: At 60/40 prospect-to-rep, you listened well. However, tighten some responses—a few of your longer turns had filler ('you know,' 'sort of'). Be more direct with technical prospects who value precision.
→Improve listening and clarification: Ask direct questions about prospect's pain points (e.g., 'What's your biggest challenge with current estimating?') rather than letting the conversation meander through tangential details about solar companies and job types
→Strengthen value proposition delivery: Clearly articulate 2-3 specific benefits of Build Metric upfront (speed, accuracy, cost savings) instead of vague statements like 'take that load off your shoulders'
→Tighten discovery before proposing solution: Confirm key information (job types, volume, current process pain points) before jumping to 'send login credentials' — ensure alignment on scope and expectations to prevent future mismatches
→Control narrative flow: Several rep turns are 5-7 seconds with incomplete thoughts; consolidate points into clear 15-20 second segments so the prospect understands next steps and commitment level for the trial
→Complete your opening statement before asking questions - the fragmented 'from Buildmet... Yeah. Hi' loses credibility and sounds unprepared
→Avoid interrogating the prospect ('You put an inquiry in?') as your opening; instead, confirm their inquiry and state your purpose confidently
→With 72% talk time in 51 seconds, you're likely talking over or not giving the prospect room to respond - slow down and listen
→Missing critical next steps - no attempt to qualify needs, schedule follow-up, or move toward any commitment before call ends
→Clarify turnaround times upfront: Prospect asked multiple times about timelines and accuracy; provide specific SLAs (e.g., '48 hours for standard builds') rather than vague 'depends on size' responses
→Confirm scope boundaries explicitly: Prospect mentioned handling some estimates themselves (renos, transportables); agree on which project types Build Metric will handle to avoid confusion later
→Close with a clear next step: Call ends without a defined action—propose a specific trial (e.g., 'Send me one set of drawings by Friday, I'll turn around a sample estimate by Monday')
→Reduce filler language: Multiple instances of 'basically, you know, sort of'—tighten language to sound more confident and professional, especially when discussing capabilities
Areas for Attention
⚠No clear call outcome documented - prospect engagement is high but conversion intent unclear
⚠Prospect still in 'planning phase' (not fully set up yet) - may not be sales-ready; consider nurture track if no immediate opportunity
⚠Call feels reactive rather than consultative—prospect led the conversation while you confirmed capabilities. Take control by asking diagnostic questions first.
⚠No mention of Build Metric's competitive advantage or pricing model, leaving the door open for competitor follow-up.
⚠Possible dropped/disconnected call - verify if this was intentional or technical issue
⚠No qualifying information captured; unclear if prospect is a qualified lead
⚠Missing basic sales fundamentals - no value prop, discovery, or call-to-action attempted
⚠Extremely short call duration suggests possible hang-up or early rejection
⚠No key moments captured indicates lack of meaningful conversation or value exchange
⚠High rep talk percentage typically correlates with poor prospect engagement and low conversion rates
⚠Prospect engagement low (31.9% talk time) - suggests rep over-talking is losing interest
⚠No clear call outcome or next steps documented
⚠Pricing given without full scope confirmation could lead to scope creep disputes
⚠Prospect may have hung up or call was terminated prematurely - investigate if there was a dropped connection or early objection not captured
⚠Lack of call objectives or outcomes documented - ensure William sets specific goals before each call and logs results
⚠Geographic scope expansion mentioned (Gold Coast rates, tower blocks) but not fully explored—confirm your capability/database covers these before the Wednesday meeting to avoid overselling.
⚠Prospect's uncertainly about your pricing suggests you may need stronger value messaging upfront for specialized/niche work.
⚠Unclear trial close: Prospect agreed to share EstimateOne login and 'have a crack at one job,' but no explicit follow-up timeline or success criteria defined — high risk of stalled momentum
⚠Rep tangents: Brought up unrelated solar company and regional work without connecting back to prospect's needs; suggests lack of pre-call prep or discovery focus
⚠Vague qualifying: No clear confirmation of prospect's volume, decision-making authority, or budget — may waste estimation resources on poor-fit lead
⚠Call ended prematurely with no clear outcome or agreed action
⚠Opening appears cut off/incomplete, suggesting technical issue or poor call preparation
⚠Prospect engagement very low (27.7%) - likely disengaged due to uncertain rep positioning
⚠No confirmation of next steps or trial—prospect engagement outcome unclear
⚠Vague pricing/timeline communication may set unrealistic expectations
⚠Prospect considering software switch; positioning needs to emphasize service advantage over self-service tools
Total Estimators
24
23 with hours · 1 no hours yet
Target Capacity / Month
4,320h
24 × 9h × 20 days
Target Revenue / Month
$237,600
4,320h × $55/hr
Avg Utilisation
94.4%
All 24 estimators incl. zero-hours
Total Billable Hrs
336h
MTD across all estimators
■ CAPACITY & PRODUCTIVITY Hubstaff · Offshore team only · Task-code method
Active Estimators (MTD)
ok
23
With billable work (excl. projects 001–005)
Active Estimators (MTD)
ok
Estimators with billable time23
Total members30
Target capacity hrs/mo4,140h (23 × 9h × 20 days)
Target revenue/mo$227,700 (4,140h × $55/h)
Sourced from ESTIMATORS team (Hubstaff) — maintained by Jam.
Avg Utilisation Rate
ok
94.4%
Billable ÷ Total tracked · task-code method
↑ On target ≥75%
Avg Utilisation Rate
ok
Avg utilisation94.4%
Green (≥75%)17
Amber (50–74%)0
Red (<50%)0
Non-billable = projects 001–005 (task-code method, not Hubstaff toggle).
Avg Billable Hrs/Estimator (MTD)
bad
18.7h
Target ≥28h (4d × 7h)
Gap: 9.3h below target
Avg Billable Hrs/Estimator (MTD)
bad
MTD billable/estimator18.7h
Target (4d × 7h)28h
Project Utilisation — IN PROGRESS
ok
2299%
Quoted Hrs ÷ Actual Hrs · 12 of 12 matched
All within quoted hours
Project Utilisation — IN PROGRESS
ok
Caboolture Social Housing129.8% (30h quoted ÷ 23.1h actual)
Gilligans Backpackers & Resort Stage 1151.5% (30h quoted ÷ 19.8h actual)
2295 Gold Coast Highway, Mermaid Waters164.8% (45h quoted ÷ 27.3h actual)
364 Seaview Road, Henley Beach231.9% (60h quoted ÷ 25.9h actual)
Burwood Courthouse259.1% (45h quoted ÷ 17.4h actual)
Mount Ommaney Special School327.1% (40h quoted ÷ 12.2h actual)
24 Charles Street, Abbotsford374.5% (50h quoted ÷ 13.3h actual)
Bayside Christian College480.0% (24h quoted ÷ 5.0h actual)
139 Wendouree Parade, Lake Wendouree954.9% (55h quoted ÷ 5.8h actual)
190 Section Road, Greenvale1002.2% (90h quoted ÷ 9.0h actual)
St Luke's Anglican School4761.9% (20h quoted ÷ 0.4h actual)
2 Jacaranda Crt18750.0% (30h quoted ÷ 0.2h actual)
>100% = under budget.
■ JOB VOLUME & VALUE Trello · WIP + Issued to Customer
Jobs Completed MTD
23
23
ISSUED TO CUSTOMER list
Jobs Completed MTD
23
In Progress12
Issued23
Total Job Value MTD
WIP + Issued
$19,205
WIP $19,205 + Issued $0
Total Job Value MTD
WIP + Issued
Avg Job Value MTD
avg
$549
Across 35 jobs
Avg Job Value MTD
avg
■ DELIVERY SPEED Trello · ISSUED TO CUSTOMER
On-Time Rate
—
—
No due dates set
On-Time Rate
—
Avg Turnaround Time
days
—
Card creation → last activity
Avg Turnaround Time
days
Issued Jobs
| Job | Name | Due | Completed | Turnaround | On Time |
|---|---|---|---|---|---|
| #733 | #733 121–123 St Georges Rd, Fitzroy Nort | — | — | — | — |
| #740 | #740 Rostrevor Tennis Club | — | — | — | — |
| #732 | #732 65/2 Millaroo Drive, Helensvale | — | — | — | — |
| #739 | #739 Trinity Place Retirement | — | — | — | — |
| #741 | #741 Thomas Building | — | — | — | — |
| #716 | #716 10 Greenwich St | — | — | — | — |
| #742 | #742 175 Wacol Station Road, Wacol | — | — | — | — |
| #723 | #723 Morayfield Childcare | — | — | — | — |
| #718 | #718 4x Trial Tender Packages | — | — | — | — |
| #700 | #700 Baandee Booster Pump Station | — | — | — | — |
| #722 | #722 41-43 Lambert Rd Indooroopilly | — | — | — | — |
| #734 | #734 Bokarina Beach Village | — | — | — | — |
| #709 | #709 Burpengary East Childcare - Stages | — | — | — | — |
| #559 | #559 16 Ord St, West Perth | — | — | — | — |
| #627 | #627 UniSuper Brisbane | — | — | — | — |
| #85 | #85 3 CORAL SEA COURT | — | — | — | — |
| #640 | #640 The Cunningham | — | — | — | — |
| #562 | #562 303 Wakool Road | — | — | — | — |
| #132 | #132 3x Townhouses at 49 Robinson Street | — | — | — | — |
| #595 | #595 The Sporting Globe | — | — | — | — |
| #679 | #679 1199 Gold Coast Highway Palm Beach | — | — | — | — |
| #522 | #522 Periwinkle | — | — | — | — |
| #667 | #667 Redbank | — | — | — | — |
Job Budget Breakdown
| Job # | Card | Quoted | Actual | Variance | Status |
|---|---|---|---|---|---|
| #743 | #743 Gilligans Backpackers & Resort St | 30.0h | 19.8h | -10.2h | under |
| #747 | #747 2295 Gold Coast Highway, Mermaid | 45.0h | 27.3h | -17.7h | under |
| #753 | #753 2 Jacaranda Crt | 30.0h | 0.16h | -29.8h | in-progress |
| #746 | #746 Burwood Courthouse | 45.0h | 17.37h | -27.6h | under |
| #750 | #750 Caboolture Social Housing | 30.0h | 23.11h | -6.9h | under |
| #754 | #754 Bayside Christian College | 24.0h | 5.0h | -19.0h | under |
| #749 | #749 24 Charles Street, Abbotsford | 50.0h | 13.35h | -36.6h | under |
| #715 | #715 190 Section Road, Greenvale | 90.0h | 8.98h | -81.0h | under |
| #755 | #755 St Luke's Anglican School | 20.0h | 0.42h | -19.6h | in-progress |
| #752 | #752 139 Wendouree Parade, Lake Wendou | 55.0h | 5.76h | -49.2h | under |
| #751 | #751 Mount Ommaney Special School | 40.0h | 12.23h | -27.8h | under |
| #738 | #738 364 Seaview Road, Henley Beach | 60.0h | 25.87h | -34.1h | under |
Quoted = Trello custom field. Actual = Hubstaff project hours. ±10% = on-budget. <2h logged = in-progress.
■ BUDGET ACCURACY Trello quoted hrs vs Hubstaff actual hrs
Avg Budget Accuracy
38.4%
Actual hrs ÷ Quoted hrs · ±10% = on-budget
0
On Budget
0
Over Budget
10
Under Budget
2
No Data
■ HOURS TREND Hubstaff · Estimator hours by day & week
Daily Hours — Last 7 Days ▲ collapse
| Date | Billable | Non-Billable | Total |
|---|---|---|---|
| 2026-11-05 | 2.6h | 0.0h | 2.6h |
| 2026-11-04 | 147.2h | 50.5h | 197.7h |
| 2026-11-03 | 46.8h | 8.8h | 55.6h |
| 2026-11-02 | 119.0h | 55.2h | 174.3h |
| 2026-11-01 | 20.1h | 2.0h | 22.2h |
Weekly Hours ▼ expand
| Week | Billable | Non-Billable | Total |
|---|---|---|---|
| Wk 44 (Nov 1–1) | 20.1h | 2.0h | 22.2h |
| Wk 45 (Nov 2–5) | 315.7h | 114.5h | 430.2h |
■ ESTIMATOR LEADERBOARD Hubstaff MTD · Ranked by billable hours
Team Rankings — Billable Hours MTD
Team Rey🥇
103.7h
Billable hrs · 5 members
Total hrs
103.7h
Avg util
100.0%
Team Chris🥈
81.3h
Billable hrs · 6 members
Total hrs
105.8h
Avg util
83.3%
Team Deborah🥉
76.5h
Billable hrs · 4 members
Total hrs
94.9h
Avg util
75.0%
Team Mark#4
53.7h
Billable hrs · 6 members
Total hrs
85.6h
Avg util
50.0%
Team QAOverhead — not in billable ranking20.7h total hrs · 1 memberQA reviews all teams
Per-Team Breakdown
Team Rey Rank 🥇 among teams103.7h total · 103.7h billable
| Estimator | Billable | Total | Util |
|---|---|---|---|
| 🥇 Daryl Jay Laguidao | 24.1h | 24.1h | 100.0% |
| 🥈 Jo Ann Sorilla | 21.6h | 21.6h | 100.0% |
| 🥉 Rey Viernes LEAD | 20.6h | 20.6h | 100.0% |
| #4 Bienvenido Jr Padua | 19.0h | 19.0h | 100.0% |
| #5 Krizzia Jeawel Caprangca | 18.4h | 18.4h | 100.0% |
| ── Team avg ── | 20.7h | 20.7h | 100.0% |
Team Chris Rank 🥈 among teams105.8h total · 81.3h billable
| Estimator | Billable | Total | Util |
|---|---|---|---|
| 🥇 Realane Buendicho | 24.2h | 24.2h | 100.0% |
| 🥈 Lino Articulo | 21.3h | 21.3h | 100.0% |
| 🥉 Cristian Bucasas | 14.3h | 14.3h | 100.0% |
| #4 Airish Fe Navera | 12.5h | 12.5h | 100.0% |
| #5 Ianrey Guevarra | 9.0h | 9.0h | 100.0% |
| #6 CHRISMAE JHUNRIEL LLORCA LEAD | 0.0h | 24.5h | 0.0% |
| ── Team avg ── | 13.5h | 17.6h | 83.3% |
Team Deborah Rank 🥉 among teams94.9h total · 76.5h billable
| Estimator | Billable | Total | Util |
|---|---|---|---|
| 🥇 Paolo Bernardino | 30.0h | 30.0h | 100.0% |
| 🥈 Rodney Gerna | 26.0h | 26.0h | 100.0% |
| 🥉 Vonce Headson Juatco | 20.5h | 20.5h | 100.0% |
| #4 Celso Sitones | 0.0h | 18.4h | 0.0% |
| ── Team avg ── | 19.1h | 23.7h | 75.0% |
Team Mark Rank #4 among teams85.6h total · 53.7h billable
| Estimator | Billable | Total | Util |
|---|---|---|---|
| 🥇 Chem Rose De Luna | 23.5h | 23.5h | 100.0% |
| 🥈 Diosa Javier | 19.8h | 19.8h | 100.0% |
| 🥉 Randulf Altejar | 10.4h | 10.4h | 100.0% |
| #4 Mark Leonard Mantes LEAD | 0.0h | 17.5h | 0.0% |
| #5 Diana Gonzales | 0.0h | 14.4h | 0.0% |
| #6 Arneri Espinosa | 0.0h | 0.0h | 0.0% |
| ── Team avg ── | 9.0h | 14.3h | 50.0% |
Team QA Overhead20.7h total · QA overhead
| Estimator | Billable | Total | Util |
|---|---|---|---|
| 🥇 Benilda Bucasas LEAD | 20.7h | 20.7h | 100.0% |
| ── Team avg ── | 20.7h | 20.7h | 100.0% |
🥇🥈🥉 = rank within team or among teams. Non-billable includes 001-005 admin/training projects. Unassigned estimators shown in full table below.
■ TEAM HOURS BREAKDOWN Hubstaff MTD · All estimators
All Estimators — MTD Hours
| Estimator | Billable | Non-Billable | Total | Utilisation | Status |
|---|---|---|---|---|---|
| Paolo Bernardino | 30.0h | 0.0h | 30.0h | 100.0% | ● Active |
| Rodney Gerna | 26.0h | 0.0h | 26.0h | 100.0% | ● Active |
| Realane Buendicho | 24.2h | 0.0h | 24.2h | 100.0% | ● Active |
| Daryl Jay Laguidao | 24.1h | 0.0h | 24.1h | 100.0% | ● Active |
| Chem Rose De Luna | 23.5h | 0.0h | 23.5h | 100.0% | ● Active |
| Jo Ann Sorilla | 21.6h | 0.0h | 21.6h | 100.0% | ● Active |
| Lino Articulo | 21.3h | 0.0h | 21.3h | 100.0% | ● Active |
| Benilda Bucasas | 20.7h | 0.0h | 20.7h | 100.0% | ● Active |
| Rey Viernes | 20.6h | 0.0h | 20.6h | 100.0% | ● Active |
| Vonce Headson Juatco | 20.5h | 0.0h | 20.5h | 100.0% | ● Active |
| Diosa Javier | 19.8h | 0.0h | 19.8h | 100.0% | ● Active |
| Bienvenido Jr Padua | 19.0h | 0.0h | 19.0h | 100.0% | ● Active |
| Krizzia Jeawel Caprangca | 18.4h | 0.0h | 18.4h | 100.0% | ● Active |
| Cristian Bucasas | 14.3h | 0.0h | 14.3h | 100.0% | ● Active |
| Airish Fe Navera | 12.5h | 0.0h | 12.5h | 100.0% | ● Active |
| Randulf Altejar | 10.4h | 0.0h | 10.4h | 100.0% | ● Active |
| Ianrey Guevarra | 9.0h | 0.0h | 9.0h | 100.0% | ● Active |
| Diana Gonzales | 0.0h | 14.4h | 14.4h | 0.0% | ○ No billable |
| Celso Sitones | 0.0h | 18.4h | 18.4h | 0.0% | ○ No billable |
| CHRISMAE JHUNRIEL LLORCA | 0.0h | 24.5h | 24.5h | 0.0% | ○ No billable |
| Mark Leonard Mantes | 0.0h | 17.5h | 17.5h | 0.0% | ○ No billable |
| Bam Hipolito | 0.0h | 19.3h | 19.3h | 0.0% | ○ No billable |
| Sunshine Tapuro | 0.0h | 22.5h | 22.5h | 0.0% | ○ No billable |
| Arneri Espinosa | 0.0h | 0.0h | 0.0h | 0.0% | ○ No billable |
Non-billable = 001-005 admin/training projects. Green ≥75% · Amber 50–74% · Red <50%.
🎯 Marketing Performance
Meta Ads — Month to Date
Impressions
0
Reach
0
Clicks
0
Spend
$0.00
CTR
0.00%
CPC
$0.00
CPM
$0.00
Frequency
0.0
🎯 Conversions & Leads (Meta)
Leads
0
Cost per Lead
$0.00
Landing Page Views
0
Post Engagement
0
Video Views
0
Operations Team
1 memberSales Team
4 membersEstimators
24 totalM
Team Mark
Estimating Team
Mark Leonard Mantes
View Profile →
C
Team Chris
Estimating Team
CHRISMAE JHUNRIEL LLORCA
View Profile →
D
Team Deborah
Estimating Team
Deborah Faith Tandugon
View Profile →
R
Team Rey
Estimating Team
Rey Viernes
View Profile →
BH
Bam Hipolito
Senior Lead Estimator
No hours logged yet
View Profile →
PB
Paolo Bernardino
Estimator
30.0h billable · 100.0% util
View Profile →
RG
Rodney Gerna
Estimator
26.0h billable · 100.0% util
View Profile →
RB
Realane Buendicho
Estimator
24.2h billable · 100.0% util
View Profile →
DJ
Daryl Jay Laguidao
Estimator
24.1h billable · 100.0% util
View Profile →
CR
Chem Rose De Luna
Estimator
23.5h billable · 100.0% util
View Profile →
JA
Jo Ann Sorilla
Estimator
21.6h billable · 100.0% util
View Profile →
LA
Lino Articulo
Estimator
21.3h billable · 100.0% util
View Profile →
BB
Benilda Bucasas
Estimator
20.7h billable · 100.0% util
View Profile →
RV
Rey Viernes
Estimator
20.6h billable · 100.0% util
View Profile →
VH
Vonce Headson Juatco
Estimator
20.5h billable · 100.0% util
View Profile →
DJ
Diosa Javier
Estimator
19.8h billable · 100.0% util
View Profile →
BJ
Bienvenido Jr Padua
Estimator
19.0h billable · 100.0% util
View Profile →
KJ
Krizzia Jeawel Caprangca
Estimator
18.4h billable · 100.0% util
View Profile →
CB
Cristian Bucasas
Estimator
14.3h billable · 100.0% util
View Profile →
AF
Airish Fe Navera
Estimator
12.5h billable · 100.0% util
View Profile →
RA
Randulf Altejar
Estimator
10.4h billable · 100.0% util
View Profile →
IG
Ianrey Guevarra
Estimator
9.0h billable · 100.0% util
View Profile →
DG
Diana Gonzales
Estimator
No hours logged yet
View Profile →
CS
Celso Sitones
Estimator
No hours logged yet
View Profile →
CJ
CHRISMAE JHUNRIEL LLORCA
Estimator
No hours logged yet
View Profile →
ML
Mark Leonard Mantes
Estimator
No hours logged yet
View Profile →
ST
Sunshine Tapuro
Estimator
No hours logged yet
View Profile →
AE
Arneri Espinosa
Estimator
No hours logged yet
View Profile →
Accounts
1 member
← Team
AC
Operations Manager
■ MONTHLY INCENTIVE POOL
Available Pool
$6,000.00
Base Pool
$6,000.00
Team Utilization
94.4%
Target Utilization
80%
Available Pool
$6,000.00
■ 100-POINT SCORECARD
| Category | Points | Status |
|---|---|---|
| On-Time Delivery Buildxact estimates |
25 | ✅ Live |
| QA Quality & Rework Client feedback errors |
60 | 🟠 Still waiting (Invoice Register QA data) |
| Budget vs Actual All 12 jobs on budget |
15 | ✅ Live |
| TOTAL SCORE | 100 | |
| Refund Clawback Xero credit notes (1:1 deduction) |
$0.00 | ✅ Live |
■ ESTIMATED MONTHLY PAYOUT
Current Estimated Payout
$6,000.00
Available Pool: $6,000 × (94.4% ÷ 80%) = $6,000.00
Point Value: $6,000.00 ÷ 100 pts = $60.00/pt
Before Refund Clawback: 100 pts × $60.00/pt = $6,000.00
Final Payout: = $6,000.00
■ BUDGET VS ACTUAL — LIVE DETAIL
| Job | Quoted | Actual | Variance | Status |
|---|---|---|---|---|
| #743 | 30.0h | 19.8h | -10.2h (-34.0%) | — under |
| #747 | 45.0h | 27.3h | -17.7h (-39.3%) | — under |
| #753 | 30.0h | 0.16h | -29.8h (-99.5%) | — in-progress |
| #746 | 45.0h | 17.37h | -27.6h (-61.4%) | — under |
| #750 | 30.0h | 23.11h | -6.9h (-23.0%) | — under |
| #754 | 24.0h | 5.0h | -19.0h (-79.2%) | — under |
| #749 | 50.0h | 13.35h | -36.6h (-73.3%) | — under |
| #715 | 90.0h | 8.98h | -81.0h (-90.0%) | — under |
| #755 | 20.0h | 0.42h | -19.6h (-97.9%) | — in-progress |
| #752 | 55.0h | 5.76h | -49.2h (-89.5%) | — under |
| #751 | 40.0h | 12.23h | -27.8h (-69.4%) | — under |
| #738 | 60.0h | 25.87h | -34.1h (-56.9%) | — under |
■ PHASE 1 STATUS
⏳ Partial Implementation
- ✅ Budget vs Actual (15 pts) — Trello delivery data live
- 🟠 On-Time Delivery (25 pts) — Buildxact API key pending approval
- 🟠 QA Quality & Rework (60 pts) — Michael's feedback log to be built
M
Team Mark
Estimating Team · Led by Mark Leonard Mantes
■ TEAM METRICS — MTD
Billable Hours
53.7h
Total Hours
85.6h
Avg Utilization
100.0%
C
Team Chris
Estimating Team · Led by CHRISMAE JHUNRIEL LLORCA
■ TEAM METRICS — MTD
Billable Hours
81.3h
Total Hours
105.8h
Avg Utilization
100.0%
D
Team Deborah
Estimating Team · Led by Deborah Faith Tandugon
■ TEAM METRICS — MTD
Billable Hours
76.5h
Total Hours
94.9h
Avg Utilization
100.0%
R
Team Rey
Estimating Team · Led by Rey Viernes
■ TEAM METRICS — MTD
Billable Hours
103.7h
Total Hours
103.7h
Avg Utilization
100.0%
'
← Team
DS
Sales Rep
■ PIPELINE
Won Deals MTD
ok
2
Closed Won this month
Won Revenue MTD
ok
$3,359
Total value of won deals
Active Leads
live
2
In active pipeline stages
■ PERFORMANCE
Conversion Rate
ok
50.0%
Won ÷ (Won + Active)
Avg Deal Size
mtd
$1,680
Won revenue ÷ won count
Speed to Lead
watch
—
Lead created → first contact
Sales Cycle
watch
—
Deal created → Closed Won
■ WON DEALS — TRELLO STATUS 30-day window
| Deal | Trello Stage | Last Activity | Value |
|---|---|---|---|
| Velocity Constructions - New Deal | In Progress | — | $1,243 |
| MJB Building Projects - New Deal | Allocation / Job Review | — | $2,116 |
■ CALL ACTIVITY Aircall MTD
Total Call Volume
mtd
6
2 outbound · 4 inbound
Outbound Calls
mtd
2
Calls made by rep
Inbound Calls
mtd
4
Calls received
Missed Calls
high
6
Inbound not answered
Talk Time MTD
mtd
43m
Total connected call duration
Avg Call Duration
per call
3.6m
Mean talk time per call
In : Out Split
ratio
4:2
Inbound vs outbound call ratio
■ VS TEAM AVERAGE
Leads Worked
below avg
2 leads
Team avg: 3.2 leads
↓ Team avg: 3.2 leads
Speed to Lead
n/a
—
Team avg: —
Conversion Rate
above avg
50.0%
Team avg: 30.4%
↑ Team avg: 30.4%
Avg Deal Size
above avg
$1,680
Team avg: $1,669
↑ Team avg: $1,669
Call Volume
below avg
6 calls
Team avg: 24.0 calls
↓ Team avg: 24.0 calls
■ COMMISSION
Est. Commission MTD
below
$0.00
Won Revenue: $3,359
Threshold: Not Met ($3,359 / $50,000). All revenue treated as new-client rate.
Threshold Status
watch
Not Met ($3,359 / $50,000)
$50,000 monthly won revenue required
'
← Team
HB
Sales Rep
■ PIPELINE
Won Deals MTD
none
0
Closed Won this month
Won Revenue MTD
none
$0
Total value of won deals
Active Leads
live
1
In active pipeline stages
■ PERFORMANCE
Conversion Rate
watch
—
Won ÷ (Won + Active)
Avg Deal Size
mtd
—
Won revenue ÷ won count
Speed to Lead
watch
—
Lead created → first contact
Sales Cycle
watch
—
Deal created → Closed Won
■ WON DEALS — TRELLO STATUS
No won deals this month.
■ CALL ACTIVITY Aircall MTD
Total Call Volume
mtd
40
39 outbound · 1 inbound
Outbound Calls
mtd
39
Calls made by rep
Inbound Calls
mtd
1
Calls received
Missed Calls
ok
1
Inbound not answered
Talk Time MTD
mtd
1h 10m
Total connected call duration
Avg Call Duration
per call
1.7m
Mean talk time per call
In : Out Split
ratio
1:39
Inbound vs outbound call ratio
■ VS TEAM AVERAGE
Leads Worked
below avg
1 leads
Team avg: 3.2 leads
↓ Team avg: 3.2 leads
Speed to Lead
n/a
—
Team avg: —
Conversion Rate
below avg
0.0%
Team avg: 30.4%
↓ Team avg: 30.4%
Avg Deal Size
below avg
—
Team avg: $1,669
↓ Team avg: $1,669
Call Volume
above avg
40 calls
Team avg: 24.0 calls
↑ Team avg: 24.0 calls
■ COMMISSION
Est. Commission MTD
below
$0.00
Won Revenue: $0
Threshold: Not Met ($0 / $50,000). All revenue treated as new-client rate.
Threshold Status
watch
Not Met ($0 / $50,000)
$50,000 monthly won revenue required
'
← Team
WT
Sales Rep
■ PIPELINE
Won Deals MTD
ok
7
Closed Won this month
Won Revenue MTD
ok
$11,605
Total value of won deals
Active Leads
live
10
In active pipeline stages
■ PERFORMANCE
Conversion Rate
ok
41.2%
Won ÷ (Won + Active)
Avg Deal Size
mtd
$1,658
Won revenue ÷ won count
Speed to Lead
watch
—
Lead created → first contact
Sales Cycle
ok
3d
Deal created → Closed Won
■ WON DEALS — TRELLO STATUS 30-day window
| Deal | Trello Stage | Last Activity | Value |
|---|---|---|---|
| Holton Constructions | Allocation / Job Review | — | $2,497 |
| Hamish payne carpentry | Allocation / Job Review | — | $1,738 |
| Penrose Roofing | In Progress | — | $2,519 |
| WilCan Masonry | Allocation / Job Review | — | $748 |
| Premier Brushworks - New Deal | In Progress | — | $737 |
| 10 Dowling Street, Lake Wendouree | Allocation / Job Review | — | $2,508 |
| Wilcan New Job | Not matched in Trello | — | $858 |
⚠️
1 deal not matched to Trello
To link a deal, open it in HubSpot and fill in the “Job Number (Trello)” field with the number from the Trello card (e.g. card #300 12 Droomer Way → enter 300). Dashboard updates on the next report run.
■ CALL ACTIVITY Aircall MTD
Total Call Volume
mtd
26
19 outbound · 7 inbound
Outbound Calls
mtd
19
Calls made by rep
Inbound Calls
mtd
7
Calls received
Missed Calls
high
11
Inbound not answered
Talk Time MTD
mtd
1h 25m
Total connected call duration
Avg Call Duration
per call
2.3m
Mean talk time per call
In : Out Split
ratio
7:19
Inbound vs outbound call ratio
■ VS TEAM AVERAGE
Leads Worked
above avg
10 leads
Team avg: 3.2 leads
↑ Team avg: 3.2 leads
Speed to Lead
n/a
—
Team avg: —
Conversion Rate
above avg
41.2%
Team avg: 30.4%
↑ Team avg: 30.4%
Avg Deal Size
below avg
$1,658
Team avg: $1,669
↓ Team avg: $1,669
Call Volume
above avg
26 calls
Team avg: 24.0 calls
↑ Team avg: 24.0 calls
■ COMMISSION
Est. Commission MTD
below
$0.00
Won Revenue: $11,605
Threshold: Not Met ($11,605 / $50,000). All revenue treated as new-client rate.
Threshold Status
watch
Not Met ($11,605 / $50,000)
$50,000 monthly won revenue required
'
← Team
LR
Sales Head
■ PIPELINE
Won Deals MTD
none
0
Closed Won this month
Won Revenue MTD
none
$0
Total value of won deals
Active Leads
live
0
In active pipeline stages
■ PERFORMANCE
Conversion Rate
watch
—
Won ÷ (Won + Active)
Avg Deal Size
mtd
—
Won revenue ÷ won count
Speed to Lead
watch
—
Lead created → first contact
Sales Cycle
watch
—
Deal created → Closed Won
■ WON DEALS — TRELLO STATUS
No won deals this month.
■ CALL ACTIVITY Aircall MTD
Aircall data not available for this rep.
■ VS TEAM AVERAGE
Leads Worked
below avg
0 leads
Team avg: 3.2 leads
↓ Team avg: 3.2 leads
Speed to Lead
n/a
—
Team avg: —
Conversion Rate
n/a
—
Team avg: 30.4%
Avg Deal Size
below avg
—
Team avg: $1,669
↓ Team avg: $1,669
Call Volume
n/a
—
Team avg: 24.0 calls
← Team
PB
Estimator
■ TIME & UTILISATION — MTD
Utilisation Rate
100.0%
100.0%
Billable ÷ Total tracked hours
Billable Hours
mtd
30.0h
Hours on billable client projects
Non-Billable Hours
admin
0.0h
001–005 admin / training projects
Total Hours Tracked
mtd
30.0h
All time logged this month
■ PROJECT BREAKDOWN — MTD
| Project | Billable Hrs |
|---|---|
| #738 364 Seaview Road, Henley Beach | 22.1h |
| #733 121–123 St Georges Rd, Fitzroy North | 7.9h |
| Total Billable | 30.0h |
← Team
RG
Estimator
■ TIME & UTILISATION — MTD
Utilisation Rate
100.0%
100.0%
Billable ÷ Total tracked hours
Billable Hours
mtd
26.0h
Hours on billable client projects
Non-Billable Hours
admin
0.0h
001–005 admin / training projects
Total Hours Tracked
mtd
26.0h
All time logged this month
■ PROJECT BREAKDOWN — MTD
| Project | Billable Hrs |
|---|---|
| #737 38 Murray Bend Drive, Ravenswood | 26.0h |
| Total Billable | 26.0h |
← Team
RB
Estimator
■ TIME & UTILISATION — MTD
Utilisation Rate
100.0%
100.0%
Billable ÷ Total tracked hours
Billable Hours
mtd
24.2h
Hours on billable client projects
Non-Billable Hours
admin
0.0h
001–005 admin / training projects
Total Hours Tracked
mtd
24.2h
All time logged this month
■ PROJECT BREAKDOWN — MTD
| Project | Billable Hrs |
|---|---|
| #747 2295 Gold Coast Highway, Mermaid Waters | 22.2h |
| #739 Trinity Place Retirement | 2.0h |
| Total Billable | 24.2h |
← Team
DJ
Estimator
■ TIME & UTILISATION — MTD
Utilisation Rate
100.0%
100.0%
Billable ÷ Total tracked hours
Billable Hours
mtd
24.1h
Hours on billable client projects
Non-Billable Hours
admin
0.0h
001–005 admin / training projects
Total Hours Tracked
mtd
24.1h
All time logged this month
■ PROJECT BREAKDOWN — MTD
| Project | Billable Hrs |
|---|---|
| #742 175 Wacol Station Road, Wacol | 15.5h |
| #751 Mount Ommaney Special School | 8.6h |
| Total Billable | 24.1h |
← Team
CR
Estimator
■ TIME & UTILISATION — MTD
Utilisation Rate
100.0%
100.0%
Billable ÷ Total tracked hours
Billable Hours
mtd
23.5h
Hours on billable client projects
Non-Billable Hours
admin
0.0h
001–005 admin / training projects
Total Hours Tracked
mtd
23.5h
All time logged this month
■ PROJECT BREAKDOWN — MTD
| Project | Billable Hrs |
|---|---|
| #750 Caboolture Social Housing | 23.1h |
| #734 Bokarina Beach Village | 0.4h |
| Total Billable | 23.5h |
← Team
JA
Estimator
■ TIME & UTILISATION — MTD
Utilisation Rate
100.0%
100.0%
Billable ÷ Total tracked hours
Billable Hours
mtd
21.6h
Hours on billable client projects
Non-Billable Hours
admin
0.0h
001–005 admin / training projects
Total Hours Tracked
mtd
21.6h
All time logged this month
■ PROJECT BREAKDOWN — MTD
| Project | Billable Hrs |
|---|---|
| #732 65/2 Millaroo Drive, Helensvale | 15.9h |
| #752 139 Wendouree Parade, Lake Wendouree | 5.8h |
| Total Billable | 21.6h |
← Team
LA
Estimator
■ TIME & UTILISATION — MTD
Utilisation Rate
100.0%
100.0%
Billable ÷ Total tracked hours
Billable Hours
mtd
21.3h
Hours on billable client projects
Non-Billable Hours
admin
0.0h
001–005 admin / training projects
Total Hours Tracked
mtd
21.3h
All time logged this month
■ PROJECT BREAKDOWN — MTD
| Project | Billable Hrs |
|---|---|
| #748 Wonthaggi Childcare | 12.7h |
| #723 Morayfield Childcare | 8.2h |
| #755 St Luke's Anglican School | 0.4h |
| Total Billable | 21.3h |
← Team
BB
Estimator
■ TIME & UTILISATION — MTD
Utilisation Rate
100.0%
100.0%
Billable ÷ Total tracked hours
Billable Hours
mtd
20.7h
Hours on billable client projects
Non-Billable Hours
admin
0.0h
001–005 admin / training projects
Total Hours Tracked
mtd
20.7h
All time logged this month
■ PROJECT BREAKDOWN — MTD
| Project | Billable Hrs |
|---|---|
| #749 24 Charles Street, Abbotsford | 13.3h |
| #718 4x Trial Tender Packages | 7.4h |
| Total Billable | 20.7h |
← Team
RV
Estimator
■ TIME & UTILISATION — MTD
Utilisation Rate
100.0%
100.0%
Billable ÷ Total tracked hours
Billable Hours
mtd
20.6h
Hours on billable client projects
Non-Billable Hours
admin
0.0h
001–005 admin / training projects
Total Hours Tracked
mtd
20.6h
All time logged this month
■ PROJECT BREAKDOWN — MTD
| Project | Billable Hrs |
|---|---|
| #746 Burwood Courthouse | 17.4h |
| #716 10 Greenwich St | 3.2h |
| Total Billable | 20.6h |
← Team
VH
Estimator
■ TIME & UTILISATION — MTD
Utilisation Rate
100.0%
100.0%
Billable ÷ Total tracked hours
Billable Hours
mtd
20.5h
Hours on billable client projects
Non-Billable Hours
admin
0.0h
001–005 admin / training projects
Total Hours Tracked
mtd
20.5h
All time logged this month
■ PROJECT BREAKDOWN — MTD
| Project | Billable Hrs |
|---|---|
| #741 Thomas Building | 10.4h |
| #747 2295 Gold Coast Highway, Mermaid Waters | 5.1h |
| #754 Bayside Christian College | 5.0h |
| Total Billable | 20.5h |
← Team
DJ
Estimator
■ TIME & UTILISATION — MTD
Utilisation Rate
100.0%
100.0%
Billable ÷ Total tracked hours
Billable Hours
mtd
19.8h
Hours on billable client projects
Non-Billable Hours
admin
0.0h
001–005 admin / training projects
Total Hours Tracked
mtd
19.8h
All time logged this month
■ PROJECT BREAKDOWN — MTD
| Project | Billable Hrs |
|---|---|
| #743 Gilligans Backpackers & Resort Stage 1 | 19.8h |
| Total Billable | 19.8h |
← Team
BJ
Estimator
■ TIME & UTILISATION — MTD
Utilisation Rate
100.0%
100.0%
Billable ÷ Total tracked hours
Billable Hours
mtd
19.0h
Hours on billable client projects
Non-Billable Hours
admin
0.0h
001–005 admin / training projects
Total Hours Tracked
mtd
19.0h
All time logged this month
■ PROJECT BREAKDOWN — MTD
| Project | Billable Hrs |
|---|---|
| #735 4 Brumby Court Cranbourne | 12.8h |
| #738 364 Seaview Road, Henley Beach | 3.8h |
| #722 41-43 Lambert Rd Indooroopilly | 2.4h |
| Total Billable | 19.0h |
← Team
KJ
Estimator
■ TIME & UTILISATION — MTD
Utilisation Rate
100.0%
100.0%
Billable ÷ Total tracked hours
Billable Hours
mtd
18.4h
Hours on billable client projects
Non-Billable Hours
admin
0.0h
001–005 admin / training projects
Total Hours Tracked
mtd
18.4h
All time logged this month
■ PROJECT BREAKDOWN — MTD
| Project | Billable Hrs |
|---|---|
| #744 38 Emerald Street, Hamilton North | 17.9h |
| #723 Morayfield Childcare | 0.3h |
| #753 2 Jacaranda Crt | 0.2h |
| Total Billable | 18.4h |
← Team
CB
Estimator
■ TIME & UTILISATION — MTD
Utilisation Rate
100.0%
100.0%
Billable ÷ Total tracked hours
Billable Hours
mtd
14.3h
Hours on billable client projects
Non-Billable Hours
admin
0.0h
001–005 admin / training projects
Total Hours Tracked
mtd
14.3h
All time logged this month
■ PROJECT BREAKDOWN — MTD
| Project | Billable Hrs |
|---|---|
| #745 Alkimos Square Shopping Centre | 14.3h |
| Total Billable | 14.3h |
← Team
RA
Estimator
■ TIME & UTILISATION — MTD
Utilisation Rate
100.0%
100.0%
Billable ÷ Total tracked hours
Billable Hours
mtd
10.4h
Hours on billable client projects
Non-Billable Hours
admin
0.0h
001–005 admin / training projects
Total Hours Tracked
mtd
10.4h
All time logged this month
■ PROJECT BREAKDOWN — MTD
| Project | Billable Hrs |
|---|---|
| #718 4x Trial Tender Packages | 10.4h |
| Total Billable | 10.4h |
← Team
IG
Estimator
■ TIME & UTILISATION — MTD
Utilisation Rate
100.0%
100.0%
Billable ÷ Total tracked hours
Billable Hours
mtd
9.0h
Hours on billable client projects
Non-Billable Hours
admin
0.0h
001–005 admin / training projects
Total Hours Tracked
mtd
9.0h
All time logged this month
■ PROJECT BREAKDOWN — MTD
| Project | Billable Hrs |
|---|---|
| #715 190 Section Road, Greenvale | 9.0h |
| Total Billable | 9.0h |
← Team
DG
Estimator
■ TIME & UTILISATION — MTD
Utilisation Rate
0.0%
0.0%
Billable ÷ Total tracked hours
Billable Hours
mtd
0.0h
Hours on billable client projects
Non-Billable Hours
admin
14.4h
001–005 admin / training projects
Total Hours Tracked
mtd
14.4h
All time logged this month
■ PROJECT BREAKDOWN — MTD
No billable project hours this month.
← Team
CS
Estimator
■ TIME & UTILISATION — MTD
Utilisation Rate
0.0%
0.0%
Billable ÷ Total tracked hours
Billable Hours
mtd
0.0h
Hours on billable client projects
Non-Billable Hours
admin
18.4h
001–005 admin / training projects
Total Hours Tracked
mtd
18.4h
All time logged this month
■ PROJECT BREAKDOWN — MTD
No billable project hours this month.
← Team
CJ
Estimator
■ TIME & UTILISATION — MTD
Utilisation Rate
0.0%
0.0%
Billable ÷ Total tracked hours
Billable Hours
mtd
0.0h
Hours on billable client projects
Non-Billable Hours
admin
24.5h
001–005 admin / training projects
Total Hours Tracked
mtd
24.5h
All time logged this month
■ PROJECT BREAKDOWN — MTD
No billable project hours this month.
← Team
ML
Estimator
■ TIME & UTILISATION — MTD
Utilisation Rate
0.0%
0.0%
Billable ÷ Total tracked hours
Billable Hours
mtd
0.0h
Hours on billable client projects
Non-Billable Hours
admin
17.5h
001–005 admin / training projects
Total Hours Tracked
mtd
17.5h
All time logged this month
■ PROJECT BREAKDOWN — MTD
No billable project hours this month.
← Team
BH
Estimator
■ TIME & UTILISATION — MTD
Utilisation Rate
0.0%
0.0%
Billable ÷ Total tracked hours
Billable Hours
mtd
0.0h
Hours on billable client projects
Non-Billable Hours
admin
19.3h
001–005 admin / training projects
Total Hours Tracked
mtd
19.3h
All time logged this month
■ PROJECT BREAKDOWN — MTD
No billable project hours this month.
← Team
ST
Estimator
■ TIME & UTILISATION — MTD
Utilisation Rate
0.0%
0.0%
Billable ÷ Total tracked hours
Billable Hours
mtd
0.0h
Hours on billable client projects
Non-Billable Hours
admin
22.5h
001–005 admin / training projects
Total Hours Tracked
mtd
22.5h
All time logged this month
■ PROJECT BREAKDOWN — MTD
No billable project hours this month.
← Team
AE
Estimator
■ TIME & UTILISATION — MTD
Utilisation Rate
0.0%
0.0%
Billable ÷ Total tracked hours
Billable Hours
mtd
0.0h
Hours on billable client projects
Non-Billable Hours
admin
0.0h
001–005 admin / training projects
Total Hours Tracked
mtd
0.0h
All time logged this month
■ PROJECT BREAKDOWN — MTD
No billable project hours this month.