KJ Bolt

Reports

Sales from Attaché · activity, pipeline and prospecting from the CRM
Attaché · synced 05:06 06 Oct 2026
Sales · last 12 months
$980k
▲ 9.5% vs prior 12
Sales · Jul–Sep
$265k
▲ 10.7% vs last year
GP · Jul–Sep
34.1%
→ $90,272
Won · 90 days
$0
▲ 0 won · win rate 0%
New trade accounts · FY
3
→ opened since 1 July
Sales by rep · Jul–Sep vs last year
RepJul–SepLast yearChangeGP %Sep vs target
SW Shane Whitlock$264,732$239,24110.7%34.1%103%
Sales by branch · last 12 months
Tweed Heads (+10%): $980k $980k 12 months
Tweed Heads (+10%)$980k
How orders came in · Jul–Sep
Front counter · $114k · 114 invoicesPhone / email · $51.6k · 43 invoicesRep · $99.4k · 74 invoices
Sales & GP by month
$0$46.5k$93.0k GP: $28.9kCost: $55.4k Oct $84.3k GP: $29.8kCost: $57.5k Nov $87.3k GP: $23.5kCost: $45.4k Dec $68.9k GP: $19.4kCost: $37.5k Jan $56.8k GP: $25.8kCost: $49.8k Feb $75.6k GP: $31.6kCost: $61.5k Mar $93.0k GP: $26.5kCost: $51.2k Apr $77.8k GP: $29.4kCost: $56.7k May $86.1k GP: $29.1kCost: $56.2k Jun $85.3k GP: $30.1kCost: $58.3k Jul $88.4k GP: $28.4kCost: $55.0k Aug $83.5k GP: $31.7kCost: $61.2k Sep $92.9k GP: $5.5kCost: $10.7k Oct $16.2k
GPCost
Calls, visits & quotes by rep · 90 days
0225450 Visits: 151Calls: 173Cold calls: 118Quotes: 8 SW 450
VisitsCallsCold callsQuotes
Prospecting funnel · target customers
Target5
Called1
Interested1
Account application2
Trading3
Not now0
Sales by type of customer · 12 months
Builder (8): $412kLandscaping (1): $260kBalustrade & glass (3): $125kMarine (3): $63.2kCarpentry & decks (2): $32.9kElectrical & solar (1): $31.9kFencing (1): $23.5kConcreting & formwork (1): $13.4k 12 types
Builder (8)$412k
Landscaping (1)$260k
Balustrade & glass (3)$125k
Marine (3)$63.2k
Carpentry & decks (2)$32.9k
Electrical & solar (1)$31.9k
Fencing (1)$23.5k
Concreting & formwork (1)$13.4k
Top 12 accounts · last 12 months
1Summit Outdoor Spaces Pty Ltd
Landscaping
$259,971+0%2Stringybark Constructions Group
Builder
$204,757+15%3Tweed Coast Balustrades
Balustrade & glass
$98,344+15%4Seachange Homes Group
Builder
$87,441+7%5Blackbutt Constructions Group
Builder
$59,044+26%6Tweed Heads Electrical
Electrical & solar
$31,891+19%7Paperbark Decks & Pergolas Group
Carpentry & decks
$31,058+14%8Murwillumbah Building Co
Builder
$30,184+9%9Burleigh Heads Marine
Marine
$26,569-16%10Pottsville Marine Services Co
Marine
$25,831+12%11Wollemi Fence Co Pty Ltd
Fencing
$23,540+7%12Macadamia Stainless
Balustrade & glass
$20,518+16%