KJ Bolt

Jess's dashboard

Jess Moretti — accounts, pipeline and activity
Attaché · synced 05:06 06 Oct 2026
Sales · September
$137,092
▼ 1.5% vs Sep 2025
Sales · Jul–Sep quarter
$383k
▼ 6.5% vs last year
GP 34.5% · Oct to date $23.4k
Open pipeline
$84.4k
→ 7 opportunities
Weighted $48.3k
Quotes awaiting reply
6
→ $76,442 ex GST
Calls & visits this week
15
▼ 26 same time last week
Weekly target 53
Win rate · 90 days
60%
▲ 3 won · 2 lost
Slipping or lapsed
4
▼ of 29 trading · 0 new this qtr
Sales by month · from AttachéReports →
$0$76.4k$153k Sales ex GST (Oct = month to date): $144k Oct $144k Sales ex GST (Oct = month to date): $153k Nov $153k Sales ex GST (Oct = month to date): $115k Dec $115k Sales ex GST (Oct = month to date): $94.2k Jan $94.2k Sales ex GST (Oct = month to date): $135k Feb $135k Sales ex GST (Oct = month to date): $150k Mar $150k Sales ex GST (Oct = month to date): $143k Apr $143k Sales ex GST (Oct = month to date): $152k May $152k Sales ex GST (Oct = month to date): $134k Jun $134k Sales ex GST (Oct = month to date): $119k Jul $119k Sales ex GST (Oct = month to date): $127k Aug $127k Sales ex GST (Oct = month to date): $137k Sep $137k Sales ex GST (Oct = month to date): $23.4k Oct $23.4k
Sales ex GST (Oct = month to date)
Pipeline by stageOpen board →
Slipping & lapsed accounts · Jul–Sep vs last yearAll →
JM
Sandstone Joinery Group
SANDJOIN · Kunda Park
 $0
was $50.1k
 -100% Lapsed JM
Pandanus Boat Works Pty Ltd
PANDBOAT · Landsborough
 $12.5k
was $24.7k
 -49% Slipping JM
Greenline Civil Contracting Group
GREECIVI · Warana
 $0
was $3.9k
 -100% Lapsed JM
Ford Metalworks & Sons
FORDMETA · Sippy Downs
 $0
was $3.9k
 -100% Lapsed
Sales by branch · Jul–Sep
Caloundra: $383k $383k quarter
Caloundra$383k
Calls & visits · last 4 weeksLeaderboard →
0121242 Visits: 80Calls: 99Cold calls: 63 JM 242
VisitsCallsCold calls
Latest from the roadAll activity →
Jess · cold call · Caloundra Engineering Co
No answer · from the rep app
 06 Oct · 15:53 +1
Jess · visit · Carey Boat Works Group
Introduced new range · from the rep app
 06 Oct · 14:20 +5
Jess · call · Nguyen Carpentry
Quote follow-up
 06 Oct · 09:14 +2
Jess · visit · Pelican Waters Constructions Pty Ltd
Not on site
 06 Oct · 08:04 +5
Jess · cold call · Paperbark Stainless Pty Ltd
Not interested · from the rep app
 05 Oct · 15:53 +3
Jess · visit · Sandstone Joinery Group
Quote needed · from the rep app
 05 Oct · 14:30 +5
Jess · cold call · Level Electrical Group
Spoke — send info · from the rep app
 05 Oct · 14:04 +3
Jess · call · Ford Metalworks & Sons
Left voicemail · from the rep app
 05 Oct · 12:19 +2
Jess · cold call · Pelican Waters Plumbing & Gas
Not interested · from the rep app
 05 Oct · 11:55 +3
Follow-ups dueAll follow-ups →
Send quote — Bishop Builders JM 4d overdue
Send quote — Truss Constructions JM 4d overdue
Send quote — Sandstone Roofing Group JM 1d overdue