Kill Criteria Monitor
Revenue vs. $1.6M Floor
Trailing 12mo: $
Builder Status
Joe Hours/Week
hrs/week (3mo avg)
Active Leads
Pre-deposit pipeline
Pipeline Value
Pre-deposit leads value
Total Sales
ShedSuite + manual
Sales Revenue
From sales table
Recent Activity
No activity yet. Data will appear as webhooks fire.
Update This Week's Numbers
New calc: $
New calc: units
New calc: $
Pipeline Stages
ARCHIVE
Archived
Auto-archived after 7d delivered
NEW
Lost
Abandoned
Lost Leads
No lost leads
Abandoned Leads
No abandoned leads
| Name | Stage | Source | Value | Phone | Added | Sale Date | Tags | |
|---|---|---|---|---|---|---|---|---|
|
|
GHL Suggests a Change
GHL wants to change status to:
GHL wants to set tags to:
GHL wants to set value to:
Order:
Product:
Sale Date:
Loading messages...
HUMAN
Possible duplicates found:
Monthly P&L Tracker
| Month | Revenue | Gross Profit (20%) | Sales Comp (9%) | Fixed Costs | Shop Rental | Net Profit | |
|---|---|---|---|---|---|---|---|
Debt Service
Original Debt
$0
Monthly Payment
$0
Remaining
$
Paid Off
Breakeven Calculator
Monthly Fixed Costs
$
Gross Margin
20%
Less 9% sales comp = 11% net
Annual Breakeven Revenue
$
Monthly: $
Manage dealer relationships. Capture Ervin's knowledge here during the transition.
Tracking customer orders. Data flows in from ShedSuite + manual entry.
Total Sales Value
$
Pipeline Value (pre-deposit leads)
$
Payment Settlement
Total Sales Value
$
%
$
%
$
orders | $
Filter:
to
| Date | # | Customer | Product | Amt | Rep | Status | Notes | |
|---|---|---|---|---|---|---|---|---|
No orders yet. Data flows in from ShedSuite webhooks or manual entry.
Archived
Archived Orders
No archived orders
Edit Order
View Lead:
→
Track Google Ads and Facebook campaign performance. Draft campaigns now, activate Day 1.
No campaigns yet. Start drafting your Google Ads campaigns for Day 1 activation.
Campaign Summary
Total Budget/mo
$
Total Spend
$
Total Leads
Avg CPL
Summit Portable Buildings Weekly Scorecard
Track weekly measurables against goals. Green = on track, Red = off track.
| WHO | MEASURABLE | GOAL | AVG | ||
|---|---|---|---|---|---|
|
New calc:
|
Weekly L10 Notes
Lead-Gen Website Checklist
Track progress on building Summit's new lead-generation website. Build now, flip DNS on Day 1.
Progress: / tasks complete
Website Build Notes
AI Mode:
Conversations
No conversations yet
Select a conversation to view
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AI for this contact:
HANDOFF
HUMAN
DRAFT
This reply will be sent as a human override and marked as HUMAN in the thread
Automation Rules
Control which automatic behaviors are active. System rules can be toggled but not deleted.
| Rule | Active | |
|---|---|---|
|
|
No automation rules loaded. Run the SQL migration first.
Add Automation Rule
GHL Integration Settings
Control how GoHighLevel webhook data is processed.
ShedSuite Status Push-back
When GHL sends a status change for a ShedSuite lead, push our status back to GHL (ShedSuite is source of truth)
Auto-merge GHL Tags
Automatically merge new tags from GHL into Summit Ops when a webhook is received
Suggest Status for Non-ShedSuite Leads
Store pending GHL status changes as suggestions for non-ShedSuite leads (shown as a banner on the lead)