BEFORE
Today: five places to check
● ● ●
LEADS
48
new inquiries
● ● ●
SALES
$52,300
this week
● ● ●
ESTIMATES
17
awaiting reply
● ● ●
INVOICES
$9,800
still open
● ● ●
SPREADSHEET
41%
close rate
SAMPLE DATA
AFTER
With Helm: one report
Monday report
YOUR WEEK, AT A GLANCE
New leads
48
Revenue
$52,300
Close rate
41%
Open invoices
$9,800
All in one place.
SAMPLE DATA