KJ Bolt

Reports

Sales from Attaché · activity, pipeline and prospecting from the CRM
Attaché · synced 05:06 06 Oct 2026
Sales · last 12 months
$1.46M
▲ 14.6% vs prior 12
Sales · Jul–Sep
$391k
▲ 13.3% vs last year
GP · Jul–Sep
36.1%
→ $141,495
Won · 90 days
$33.5k
▲ 4 won · win rate 100%
New trade accounts · FY
0
→ 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%
Sales by branch · last 12 months
Geebung (+15%): $1.46M $1.46M 12 months
Geebung (+15%)$1.46M
How orders came in · Jul–Sep
Front counter · $171k · 175 invoicesPhone / email · $81.6k · 90 invoicesRep · $139k · 120 invoices
Sales & GP by month
$0$68.8k$138k GP: $45.8kCost: $81.2k Oct $127k GP: $46.4kCost: $82.3k Nov $129k GP: $32.8kCost: $57.9k Dec $90.8k GP: $29.9kCost: $53.0k Jan $82.9k GP: $42.2kCost: $74.3k Feb $117k GP: $48.4kCost: $85.2k Mar $134k GP: $44.8kCost: $78.8k Apr $124k GP: $48.0kCost: $85.0k May $133k GP: $46.4kCost: $82.1k Jun $128k GP: $44.7kCost: $79.2k Jul $124k GP: $47.0kCost: $83.0k Aug $130k GP: $49.8kCost: $87.8k Sep $138k GP: $8.4kCost: $14.8k Oct $23.2k
GPCost
Calls, visits & quotes by rep · 90 days
0365730 Visits: 220Calls: 291Cold calls: 210Quotes: 9 LT 730
VisitsCallsCold callsQuotes
Prospecting funnel · target customers
Target7
Called1
Interested4
Account application0
Trading0
Not now2
Sales by type of customer · 12 months
Steel fabrication (4): $351kCarpentry & decks (3): $217kShopfitting & joinery (2): $205kConcreting & formwork (4): $182kBuilder (2): $159kRoofing (2): $94.6kCivil & earthworks (3): $66.6kLandscaping (3): $60.6k 12 types
Steel fabrication (4)$351k
Carpentry & decks (3)$217k
Shopfitting & joinery (2)$205k
Concreting & formwork (4)$182k
Builder (2)$159k
Roofing (2)$94.6k
Civil & earthworks (3)$66.6k
Landscaping (3)$60.6k
Top 12 accounts · last 12 months
1Brendale Steel & Engineering
Steel fabrication
$298,241+37%2Cape Shopfitting Co
Shopfitting & joinery
$186,642+6%3Precision Decks & Pergolas Co
Carpentry & decks
$184,838+9%4Redgum Building Co Pty Ltd
Builder
$121,028+15%5Caboolture Formwork Co
Concreting & formwork
$75,880+5%6Osprey Formwork Pty Ltd
Concreting & formwork
$71,744+16%7Crossbeam Roof & Gutter Pty Ltd
Roofing
$71,084+6%8Riverside Constructions Pty Ltd
Builder
$37,772+23%9Eagle Farm Earthmoving Pty Ltd
Civil & earthworks
$33,456+20%10Northgate Fence Co
Fencing
$29,776+5%11Macadamia Concrete Pumping Co
Concreting & formwork
$28,659+16%12Breakwall Landscapes Pty Ltd
Landscaping
$27,527+7%