KJ Bolt

Shane's dashboard

Shane Whitlock — accounts, pipeline and activity
Attaché · synced 05:06 06 Oct 2026
Sales · September
$92,882
▲ 19.9% vs Sep 2025
Sales · Jul–Sep quarter
$265k
▲ 10.7% vs last year
GP 34.1% · Oct to date $16.2k
Open pipeline
$32.2k
→ 6 opportunities
Weighted $15.5k
Quotes awaiting reply
4
→ $23,822 ex GST
Calls & visits this week
12
▲ 9 same time last week
Weekly target 45
Win rate · 90 days
0%
▼ 0 won · 1 lost
Slipping or lapsed
1
▼ of 24 trading · 3 new this qtr
Sales by month · from AttachéReports →
$0$46.5k$93.0k Sales ex GST (Oct = month to date): $84.3k Oct $84.3k Sales ex GST (Oct = month to date): $87.3k Nov $87.3k Sales ex GST (Oct = month to date): $68.9k Dec $68.9k Sales ex GST (Oct = month to date): $56.8k Jan $56.8k Sales ex GST (Oct = month to date): $75.6k Feb $75.6k Sales ex GST (Oct = month to date): $93.0k Mar $93.0k Sales ex GST (Oct = month to date): $77.8k Apr $77.8k Sales ex GST (Oct = month to date): $86.1k May $86.1k Sales ex GST (Oct = month to date): $85.3k Jun $85.3k Sales ex GST (Oct = month to date): $88.4k Jul $88.4k Sales ex GST (Oct = month to date): $83.5k Aug $83.5k Sales ex GST (Oct = month to date): $92.9k Sep $92.9k Sales ex GST (Oct = month to date): $16.2k Oct $16.2k
Sales ex GST (Oct = month to date)
Pipeline by stageOpen board →
Slipping & lapsed accounts · Jul–Sep vs last yearAll →
SW
Burleigh Heads Marine
BURLHEAD · Burleigh Heads
 $4.5k
was $7.9k
 -43% Slipping
Sales by branch · Jul–Sep
Tweed Heads: $265k $265k quarter
Tweed Heads$265k
Calls & visits · last 4 weeksLeaderboard →
075149 Visits: 52Calls: 59Cold calls: 38 SW 149
VisitsCallsCold calls
Latest from the roadAll activity →
Shane · visit · Tweed Heads Electrical
Good chat — no order today · from the rep app
 06 Oct · 12:52 +5
Shane · cold call · Tweed Heads South Building Co Group
Not interested · from the rep app
 06 Oct · 12:06 +3
Shane · call · Hinterland Balustrades Pty Ltd
Account query sorted · from the rep app
 06 Oct · 07:21 +2
Shane · cold call · Tweed Heads Fencing & Gates Pty Ltd
No answer · from the rep app
 05 Oct · 13:27 +1
Shane · visit · Summit Outdoor Spaces Pty Ltd
Introduced new range · from the rep app
 05 Oct · 13:13 +5
Shane · call · Burleigh Heads Marine
Left voicemail
 05 Oct · 12:54 +2
Shane · call · Tweed Heads South Building Co Group
Spoke — order coming · from the rep app
 05 Oct · 12:17 +2
Shane · call · Tweed Heads Electrical
Left voicemail · from the rep app
 05 Oct · 12:06 +2
Shane · visit · Stringybark Constructions Group
Price discussion · from the rep app
 05 Oct · 11:56 +5
Follow-ups dueAll follow-ups →
Chase quote — Ridgeline Builders SW 4d overdue
Chase quote — Carey Roofing Services Group SW 1d overdue
Chase account application — Tweed Heads Homes Group SW 1d overdue