HB Sales Dashboard

Overall CR% (SO)

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2026 sample leads

Overall CR% (Invoice)

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Matched to QB invoice ≥$150

Small Sample CR%

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7.5" single · $3,967 avg · 51d close

Large Sample CR%

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3-pack 15" · $9,052 avg · 27d close

Sample type conversion breakdown

📦 Small Sample — 7.5" Single

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SO CR%

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Inv CR%

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Avg Order

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Avg Close

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Leads

📦📦📦 Large Sample — 3-Pack 15"

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SO CR%

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Inv CR%

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Avg Order

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Avg Close

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Leads

🪵 Rigid Core LVP — Coming Soon

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SO CR%

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INV CR%

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Avg Order

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Avg Close

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Leads

Online / Shopify sample conversion — Sales Orders & Invoices

● Sales Orders — Online Shopify leads only

Total SO

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YTD 2026

YTD CR% (SO)

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All months · Shopify leads

Small Sample CR%

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7.5" only orders → SO

Large Sample CR%

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3-pack / mixed → SO

Small→Large→Floor

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customers · % of sm samplers

Top Rep (SO)

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Needs Work (SO)

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● Invoices — Online Shopify leads only

Total Invoices

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YTD 2026

YTD CR% (Inv)

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All months · Shopify leads

Small Sample CR%

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7.5" only orders → Invoice

Large Sample CR%

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3-pack / mixed → Invoice

Small→Large→Floor

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customers · % of sm samplers

Top Rep (Inv)

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Needs Work (Inv)

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Sales Order heatmap — online Shopify leads only

SO CR% by rep × cohort month

Online / Shopify sample leads · hover for detail

Sample Type

Low

High

Invoice heatmap — online Shopify leads only

Invoice CR% by rep × cohort month

Online / Shopify sample leads · hover for detail

Sample Type

Low

High

Cohort by creation month — 90-day window

Monthly cohort progress — leads created vs converted

Cohort method · lead date → QB match · SO & Invoice separate

Rep conversion rates — SO vs Invoice leaderboard Online sample leads only

Sales Order CR% by rep

Leads → QB SO match

Invoice CR% by rep

Leads → QB Invoice match

Full rep breakdown — all metrics

Rep conversion detail

SO and Invoice always separate · email+phone+name match against Shopify

Rep	Leads	SO CR%	Inv CR%	Sm Lds	Sm SO%	Sm Inv%	Lg Lds	Lg SO%	Lg Inv%	Rev SO	Rev Inv	Avg Days