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📅 Your Monthly Progress · installed totals by month for commission tracking
| Month | Final Contract $ | Final BMS Contract $ |
|---|
Each row = INSTALL COMPLETE deals whose completion date falls in that month. Final Contract $ is the post-negotiation value (col W). Final BMS Contract $ is the BMS Contract Amount (col E). Grand total is the bottom row.
🚨 Stuck Signed — contracts without an install
📨 DocuSign Aging — Sent Contract by age · click any bucket to drill
Aged from Assessment Date as a proxy for time-since-sent. Anything >14 days is a real risk; >30 days is usually dead.
🏠 Lead Quality — assessments by year built · sign rate per bucket
🚧 Roadblock Impact — what's blocking your unsigned · vs peer median (▮)
🏆 Peer Benchmark — see where you rank and who to learn from
| Specialist | Assessments | Signed | Sign Rate | Contract $ | BMS $ | Installs | Install Conv |
|---|
Contract $ = sum of Final Contract Amount (or Original if Final is blank) for signed deals. BMS $ = sum of BMS Contract Amount. Install Conv = installed/scheduled ÷ signed.
🥇 Monthly Contest · signed contracts & installs by month
| Specialist | Signed | Contract Total | Installs | Install $ | BMS Installed $ |
|---|
Signed = CONTRACT SIGNED with Assessment Date in the selected month. Installs = INSTALL COMPLETE with Completion Date in the selected month. Winner ranked by signed count.