KJ Bolt

Reports

Sales from Attaché · activity, pipeline and prospecting from the CRM
Attaché · synced 05:06 06 Oct 2026
Sales · last 12 months
$6.95M
▲ 8.7% vs prior 12
Sales · Jul–Sep
$1.73M
▼ 0.4% vs last year
GP · Jul–Sep
35.2%
→ $609,562
Won · 90 days
$54.1k
▲ 9 won · win rate 64%
New trade accounts · FY
3
→ opened since 1 July
Sales by rep · Jul–Sep vs last year
RepJul–SepLast yearChangeGP %Sep vs target
LT Liam Tran$391,445$345,38313.3%36.1%110%
JM Jess Moretti$382,973$409,402-6.5%34.5%119%
HP Harry Pimm$282,054$301,997-6.6%36.0%100%
SW Shane Whitlock$264,732$239,24110.7%34.1%103%
BK Brad Kelleher$261,869$286,425-8.6%35.0%78%
DF Dean Fowler$148,114$155,461-4.7%35.4%60%
Sales by branch · last 12 months
Noosaville (+5%): $1.22MGympie (+7%): $927kCaloundra (+7%): $2.10MGeebung (+15%): $1.46MTweed Heads (+11%): $1.24M $6.95M 12 months
Noosaville (+5%)$1.22M
Gympie (+7%)$927k
Caloundra (+7%)$2.10M
Geebung (+15%)$1.46M
Tweed Heads (+11%)$1.24M
How orders came in · Jul–Sep
Front counter · $790k · 811 invoicesPhone / email · $355k · 369 invoicesRep · $587k · 503 invoices
Sales & GP by month
$0$329k$659k GP: $218kCost: $398k Oct $616k GP: $227kCost: $415k Nov $642k GP: $165kCost: $302k Dec $467k GP: $147kCost: $268k Jan $415k GP: $201kCost: $368k Feb $569k GP: $233kCost: $426k Mar $659k GP: $213kCost: $389k Apr $602k GP: $231kCost: $424k May $655k GP: $211kCost: $386k Jun $597k GP: $196kCost: $361k Jul $558k GP: $199kCost: $367k Aug $567k GP: $214kCost: $393k Sep $607k GP: $36.3kCost: $67.1k Oct $103k
GPCost
Calls, visits & quotes by rep · 90 days
0365730 Visits: 33Calls: 50Cold calls: 31Quotes: 2 HP 116 Visits: 202Calls: 255Cold calls: 186Quotes: 3 BK 646 Visits: 219Calls: 283Cold calls: 177Quotes: 10 JM 689 Visits: 145Calls: 188Cold calls: 118Quotes: 4 DF 455 Visits: 220Calls: 291Cold calls: 210Quotes: 9 LT 730 Visits: 151Calls: 173Cold calls: 118Quotes: 8 SW 450
VisitsCallsCold callsQuotes
Prospecting funnel · target customers
Target22
Called14
Interested10
Account application6
Trading3
Not now7
Sales by type of customer · 12 months
Builder (28): $1.78MSteel fabrication (20): $942kPlumbing (8): $670kMarine (13): $521kShopfitting & joinery (8): $474kCarpentry & decks (11): $465kLandscaping (7): $457kBalustrade & glass (8): $325k 14 types
Builder (28)$1.78M
Steel fabrication (20)$942k
Plumbing (8)$670k
Marine (13)$521k
Shopfitting & joinery (8)$474k
Carpentry & decks (11)$465k
Landscaping (7)$457k
Balustrade & glass (8)$325k
Top 12 accounts · last 12 months
1Brendale Steel & Engineering
Steel fabrication
$298,241+37%2Cape Metalworks & Sons
Steel fabrication
$272,805+18%3Summit Outdoor Spaces Pty Ltd
Landscaping
$259,971+0%4Trueline Plumbing & Gas Pty Ltd
Plumbing
$245,975+16%5Tweed Heads South Homes Pty Ltd
Builder
$239,877+19%6Sunreef Constructions Pty Ltd
Builder
$233,733+25%7Maryborough Constructions
Builder
$217,514+16%8Stringybark Constructions Group
Builder
$204,757+15%9Cape Shopfitting Co
Shopfitting & joinery
$186,642+6%10Precision Decks & Pergolas Co
Carpentry & decks
$184,838+9%11Coolum Coast Builders Pty Ltd
Builder
$149,074-16%12Sandstone Joinery Group
Shopfitting & joinery
$147,387-24%