KJ Bolt

Liam's dashboard

Liam Tran — accounts, pipeline and activity
Attaché · synced 05:06 06 Oct 2026
Sales · September
$137,610
▲ 11.7% vs Sep 2025
Sales · Jul–Sep quarter
$391k
▲ 13.3% vs last year
GP 36.1% · Oct to date $23.2k
Open pipeline
$39.3k
→ 8 opportunities
Weighted $15.9k
Quotes awaiting reply
5
→ $15,209 ex GST
Calls & visits this week
17
▲ 12 same time last week
Weekly target 58
Win rate · 90 days
100%
▲ 4 won · 0 lost
Slipping or lapsed
2
▼ of 31 trading · 0 new this qtr
Sales by month · from AttachéReports →
$0$68.8k$138k Sales ex GST (Oct = month to date): $127k Oct $127k Sales ex GST (Oct = month to date): $129k Nov $129k Sales ex GST (Oct = month to date): $90.8k Dec $90.8k Sales ex GST (Oct = month to date): $82.9k Jan $82.9k Sales ex GST (Oct = month to date): $117k Feb $117k Sales ex GST (Oct = month to date): $134k Mar $134k Sales ex GST (Oct = month to date): $124k Apr $124k Sales ex GST (Oct = month to date): $133k May $133k Sales ex GST (Oct = month to date): $128k Jun $128k Sales ex GST (Oct = month to date): $124k Jul $124k Sales ex GST (Oct = month to date): $130k Aug $130k Sales ex GST (Oct = month to date): $138k Sep $138k Sales ex GST (Oct = month to date): $23.2k Oct $23.2k
Sales ex GST (Oct = month to date)
Pipeline by stageOpen board →
Slipping & lapsed accounts · Jul–Sep vs last yearAll →
LT
Glasshouse Roof & Gutter Pty Ltd
GLASROOF · North Lakes
 $3.9k
was $6.6k
 -41% Slipping LT
Headland Fencing Pty Ltd
HEADFENC · Virginia
 $251
was $477
 -47% Slipping
Sales by branch · Jul–Sep
Geebung: $391k $391k quarter
Geebung$391k
Calls & visits · last 4 weeksLeaderboard →
0116232 Visits: 76Calls: 89Cold calls: 67 LT 232
VisitsCallsCold calls
Latest from the roadAll activity →
Liam · call · Breakwall Landscapes Pty Ltd
Account query sorted · from the rep app
 06 Oct · 14:04 +2
Liam · call · Greenline Earthmoving
Left voicemail · from the rep app
 06 Oct · 12:38 +2
Liam · cold call · Headland Fencing Pty Ltd
No answer · from the rep app
 06 Oct · 11:33 +1
Liam · visit · Redgum Decks & Pergolas
Quote needed · from the rep app
 06 Oct · 07:03 +5
Liam · call · Bluewater Boat Works Pty Ltd
Spoke — order coming · from the rep app
 05 Oct · 15:51 +2
Liam · visit · Osprey Formwork Pty Ltd
Price discussion · from the rep app
 05 Oct · 14:02 +5
Liam · visit · Summit Pastoral Co Pty Ltd
Good chat — no order today · from the rep app
 05 Oct · 13:35 +5
Liam · call · McIntyre Steel Fabrication Pty Ltd
Booked a visit
 05 Oct · 12:10 +2
Liam · cold call · Rafter Roofing Pty Ltd
Spoke — interested · from the rep app
 05 Oct · 11:51 +3
Follow-ups dueAll follow-ups →
Chase account application — Baseline Farm Services Group LT 6d overdue
Call back Fergus — Brendale Landscapes Co LT 4d overdue
Drop samples to Bray Park Roofing Services LT 4d overdue