2. Pipeline Velocity
Leads
1,860
37.1% of all jobs — 4 stale 31+ days
Prospects
719
14.3% — Need qualifying or conversion
Approved
5
John Davis, Debrah Potter, Mary Demoulpia + 2
Invoiced
33
Pending payment collection
RECENTLY ACTIVE (Last 7 Days)
| Name | Stage | City | Last Active |
|---|
| Terry Humes | Prospect | Wyoming | Feb 14 |
| Rob Bullard | Lead | Southfield | Feb 14 |
| Alike Andrews | Prospect | Detroit | Feb 14 |
| Jane Burrows | Lead | Novi | Feb 14 |
| Ashley Lengyel | Invoiced | Ferndale | Feb 13 |
| John Davis | Approved | Saline | Feb 13 |
| Debrah Potter | Approved | Jackson | Feb 13 |
| Mary Demoulpia | Approved | Jackson | Feb 13 |
⚠️ STALE LEADS (31+ Days No Activity)
| Name | City | Source | Stale |
|---|
| Janice Richards | Rives Junction | Office Lead | 31d |
| Bridget Johnsen | Jackson | Office Lead | 31d |
| Tim Porter | Jackson | Office Lead | 31d |
| Amber Ridenour | Hillsdale | Office Lead | 31d |
🟡 AGING LEADS (10-14 Days)
| Name | City | Days |
|---|
| Gabe Far | Monroe | 14d |
| Ashtyn Gibson | Detroit | 13d |
| Amber Thomas | Novi | 12d |
| Doug Howard | Lansing | 10d |
| Lendal Taylor | Detroit | 11d |
ANOMALY: PROSPECT STAGNATION
719 Prospects are sitting in the pipeline without progression to Approved or Closed. Many date back to 2020-2021 with no recent activity. These represent potential revenue that's been untouched. Recommend: bulk review and either reactivate, convert, or close dead prospects to clean the pipeline.
3. Financial Snapshot
Invoiced Jobs
33
Pending payment / AR
Approved (Ready to Schedule)
5
Revenue in queue
Indeed Recruiting Spend
$502
Current billing cycle ($69/day, 3 sponsored jobs)
API Limitation: Invoices, Payments, AR aging buckets, and financial totals require the AccuLynx Advanced API key or ReportsPlus (UI-only feature). Current API key provides Jobs, Contacts, Estimates, Users, and Calendars. To get AR aging, pending invoices, and payment data via API, Trenton needs to upgrade to the Advanced API tier, or this data must be pulled from AccuLynx ReportsPlus in the web app.
4. Production Summary
Jobs Completed (Closed) All Time
1,173
Lifetime completed jobs
Current WIP (Approved)
5
Jobs approved, awaiting scheduling/install
Jobs Invoiced (Pending AR)
33
Completed, awaiting payment
API Limitation: Work Orders, task completion, and production scheduling data require Advanced API key. Jobs completed specifically "last week" cannot be filtered by the current API (no date-range filter on milestone changes). The 1,173 Closed figure is all-time.