KJ Bolt

Reports

Sales from Attaché · activity, pipeline and prospecting from the CRM
Attaché · synced 05:06 06 Oct 2026
Sales · last 12 months
$1.60M
▲ 7.8% vs prior 12
Sales · Jul–Sep
$383k
▼ 6.5% vs last year
GP · Jul–Sep
34.5%
→ $132,284
Won · 90 days
$8.9k
▲ 3 won · win rate 60%
New trade accounts · FY
0
→ opened since 1 July
Sales by rep · Jul–Sep vs last year
RepJul–SepLast yearChangeGP %Sep vs target
JM Jess Moretti$382,973$409,402-6.5%34.5%119%
Sales by branch · last 12 months
Caloundra (+8%): $1.60M $1.60M 12 months
Caloundra (+8%)$1.60M
How orders came in · Jul–Sep
Front counter · $185k · 169 invoicesPhone / email · $69.1k · 72 invoicesRep · $129k · 102 invoices
Sales & GP by month
$0$76.4k$153k GP: $49.8kCost: $93.7k Oct $144k GP: $53.0kCost: $99.8k Nov $153k GP: $39.7kCost: $75.0k Dec $115k GP: $32.6kCost: $61.6k Jan $94.2k GP: $46.9kCost: $88.6k Feb $135k GP: $51.7kCost: $97.8k Mar $150k GP: $49.7kCost: $93.7k Apr $143k GP: $52.2kCost: $99.3k May $152k GP: $46.2kCost: $87.8k Jun $134k GP: $41.1kCost: $78.1k Jul $119k GP: $43.8kCost: $82.8k Aug $127k GP: $47.3kCost: $89.8k Sep $137k GP: $8.0kCost: $15.3k Oct $23.4k
GPCost
Calls, visits & quotes by rep · 90 days
0345689 Visits: 219Calls: 283Cold calls: 177Quotes: 10 JM 689
VisitsCallsCold callsQuotes
Prospecting funnel · target customers
Target4
Called3
Interested1
Account application3
Trading0
Not now3
Sales by type of customer · 12 months
Builder (4): $424kSteel fabrication (6): $349kMarine (4): $191kPlumbing (2): $189kShopfitting & joinery (1): $147kCarpentry & decks (2): $83.1kBalustrade & glass (1): $61.8kCivil & earthworks (2): $51.7k 11 types
Builder (4)$424k
Steel fabrication (6)$349k
Marine (4)$191k
Plumbing (2)$189k
Shopfitting & joinery (1)$147k
Carpentry & decks (2)$83.1k
Balustrade & glass (1)$61.8k
Civil & earthworks (2)$51.7k
Top 12 accounts · last 12 months
1Cape Metalworks & Sons
Steel fabrication
$272,805+18%2Sunreef Constructions Pty Ltd
Builder
$233,733+25%3Sandstone Joinery Group
Shopfitting & joinery
$147,387-24%4Pelican Waters Constructions Pty Ltd
Builder
$101,054+8%5Precision Plumbing Pty Ltd
Plumbing
$98,437+24%6Landsborough Plumbing & Gas Co
Plumbing
$90,180+18%7Nguyen Carpentry
Carpentry & decks
$77,352+1%8Pandanus Boat Works Pty Ltd
Marine
$76,148-15%9Caloundra Constructions Co
Builder
$72,178+23%10Carey Boat Works Group
Marine
$66,266+13%11Precision Stainless Co
Balustrade & glass
$61,845+15%12Keel Marine Services Pty Ltd
Marine
$43,772+18%