HB Sales Dashboard

Overall CR% (SO)

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6,064 leads · Jan 2025–May 2026

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

Both Samples CR%

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Ordered both · highest intent

Online / Shopify sample conversion — Sales Orders & Invoices

● Sales Orders — Online Shopify leads only

Total SO

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YTD 2026

YTD CR% (SO)

9.4%

Jan–May · online 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

47 · 5.2%

customers · % of sm samplers

Top Rep (SO)

Luke Azpell

↑ 11.5% CR

Needs Work (SO)

Jason Chacon

↓ 2.8% CR

● Invoices — Online Shopify leads only

Total Invoices

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YTD 2026

YTD CR% (Inv)

11.2%

Jan–May · online leads

Small Sample CR%

9.8%

7.5" only orders → Invoice

Large Sample CR%

15.1%

3-pack / mixed → Invoice

Small→Large→Floor

47 · 5.2%

customers · % of sm samplers

Top Rep (Inv)

Luke Azpell

↑ 13.1% CR

Needs Work (Inv)

Jason Chacon

↓ 3.2% CR

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

Sample type conversion breakdown

📦 Small Sample — 7.5" Single

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SO CR%

9.8%

Inv CR%

$3,967

Avg Order

51d

Avg Close

2,847

Leads

📦📦📦 Large Sample — 3-Pack 15"

—

SO CR%

15.1%

Inv CR%

$9,052

Avg Order

27d

Avg Close

894

Leads

⭐ Both Samples — Highest Intent

—

SO CR%

21.2%

Inv CR%

$7,948

Avg Order

33d

Avg Close

323

Leads

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

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 Nutshell+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