Single-assignee approved estimate amounts; flagged multi-approval values excluded. Not full company revenue.
Sales pace vs. monthly target
Visual concept · simulated trend, not HCP daily sales
Team sales leaderboard
Provisional approved value · not final commission credit
Attention center
Prioritized signals and coaching opportunities
Performance mix
Preview of how technicians compare across KPIs
All four bars are design-only examples. No percentages here are actual Max Comfort KPIs.
Daily / weekly business pulse
Management shortcuts for daily decisions
Today vs. daily target
Compare daily approvals to a real daily goal once date attribution is validated.
Week-over-week performance
Show trend direction, with context for opportunity volume and sales mix.
Pipeline aging
Surface older open estimates and follow-up gaps once HCP statuses are mapped.
Kevin Gonzalez
Personal scorecard • October historical snapshot
My goal progress
Personal goal from Google Sheets, once populated
This is the provisional historical estimate total, not a current-month goal completion rate.
My opportunities
Coaching and follow-up reminders
4 provisional wins
October snapshot; credit not finalized.
1 record to review
Multiple approved options; excluded from dollar totals.
My open estimates
Will show assigned opportunities after safe technician-scoped login and pipeline sync.
My sales pipeline
Concept for a private, technician-specific Kanban board
Maximum Comfort Heating & Air Conditioning · V3 visual prototype · No live authentication or data fetching. October figures are a partial provisional snapshot for three employees. The simulated pace chart and color-coded example KPI mix must not be interpreted as actual business performance. Before production: complete backfill, reconcile estimates/options and sales attribution, confirm metric definitions, add role-based login and access controls, and connect protected API endpoints.