Periods — won vs potential
This month, next month and this quarter, summed in SQL by the deal_periods view
Projection — expected closures
Open-deal value by expected close month, next 6 months
Sales — Closed Won
Closed Won value by month, last 6 months, with cumulative line
Lead funnel
How leads progress from first touch to customer
Lead sources
Where leads come from
Owners
Leads per owner & their customer conversion
Locations
Top 8 areas
Follow-up hygiene
Next actions on live leads
Basis: leads.next_action_at vs now — current state, the date range does not apply here.
Lead velocity
New leads per month, last 12 months
Basis: leads.created_at, fixed 12-month window — the date range control does not apply here. Soft-deleted leads excluded.
Quote pipeline
Requirements by status, with quoted value
Revenue
Won quote value by month
Collections
Actual money received, by month