Refreshing latest data…
Updating to the latest version…

East Coast sales team portal summarizing 2026 year-to-date performance, active pipeline, completed deals, and support metrics for Michael Flores (Northeast) and Pat Doral (Southeast).

SMARTTAB
POS that doesn’t suck
West Coast East Coast

East Coast Sales Portal

Team: Michael Flores (Northeast) · Pat Doral (Southeast)  |  New board — no historical data yet

0 live venues opened in 2026 0 in demo / quote pipeline – open workorders (Q3)
Live Venues (2026)
0
+0 partner venues also live
Not Yet Live
0
Stalled or mid-install
Demo / Quote Pipeline
0
Open leads in motion
Q1 Team Activity
0
No historical data yet
Q2 Team Activity
0
No historical data yet

New Live Venues by Rep (2026 YTD)

Count of venues each rep has brought fully live — live from the New Venue Status boards

Venue Status Mix

All 2026 venues, team + partners — live from the New Venue Status & Demo/Quote boards

Quarterly Team Activity

Total KPI actions logged (targets, leads, demos, quotes, installs, repairs) — Q3 bar is live from the weekly tracker

Rep Activity by Quarter

Total scorecard activity, Q1, Q2 & Q3 (Q3 live from the weekly tracker)

Weekly Leads, Demos & Signed Deals

Team-wide activity by week, Jan 2026 – present (Q3 weeks live from the weekly tracker)

Quote-to-Deal Conversion (Year-to-Date)

Sales quotes sent vs. deal forms submitted, Q1 + Q2 + Q3 combined — Q3 portion live from the Q3 Weekly KPI Tracker on the Scorecards tab
Conversion rate: 0%

Add a new lead

Logs a new venue into the Q3 Active Pipeline table below — saved in this browser, just like adding a row in the sheet.
New Lead Form → Sales Quote Form → Deal Form →

Q3 2026 Active Pipeline

22 venues in motion across July, August & September — from the Q3 Projections tab
VenueLocationOwnerStageDueNotes
Click a venue name to open its deal info (business name, volume, rates, stations, quote status, and next actions). Double-click any cell (Venue, Location, Owner, Stage, or Due) to edit a lead inline. Notes save automatically as you type. Use the ⋮ menu to add a lead to New Venue Status or Demo/Quote Only, or to remove it from this board.

Demo / Sales-Quote-Only Pipeline

26 additional leads currently sitting in demo or quote stage (team-wide, not yet dated to a quarter)
VenueRepStatusNotes
Double-click Venue, Rep, or Status to edit a lead. Notes save automatically as you type. Use the ⋮ menu to add a lead to Active Pipeline or Cold Leads, or to remove it from this board.

Q4 Weekly KPI Tracker

Interactive, editable week-by-week scorecard for each rep for Q4 (Oct–Dec) — log numbers as the quarter progresses. Tap the 💬 icon in a cell (or double-click on desktop) to add a comment. Saved in this browser, just like the sheet.
KPI Weekly Goal 9/2810/510/1210/1910/2611/211/911/1611/2311/3012/712/1412/2112/28 Total
Numbers save automatically in this browser as you type. Weekly Goal is optional — set your own per-week target for each KPI. A small orange corner mark means a cell has a comment — hover to read it, or tap the 💬 icon in the corner of any cell to add or edit one (double-click the cell also works on desktop).

Q3 Weekly KPI Tracker

Interactive, editable week-by-week scorecard for each rep — log numbers as the quarter progresses. Tap the 💬 icon in a cell (or double-click on desktop) to add a comment. Saved in this browser, just like the sheet.
KPI Weekly Goal 6/297/67/137/207/278/38/108/178/248/319/79/149/21 Total
Numbers save automatically in this browser as you type. Weekly Goal is optional — set your own per-week target for each KPI. A small orange corner mark means a cell has a comment — hover to read it, or tap the 💬 icon in the corner of any cell to add or edit one (double-click the cell also works on desktop).

Completed Deals

    Pending Deals

      New Leads

        Northeast Team — Michael Flores

        VenueLocationRepStatus

        Southeast Team — Pat Doral

        VenueLocationStatus

        Partner-Sourced Venues

        VenueLocationRep(s)Status
        Open Now
        –
        Pending / urgent items
        Resolved — July (Q3)
        7
        of 10 logged so far
        Archived — Apr, May & June (Q2)
        53
        of 59 logged, now collapsed below
        Q1 Archive
        130+
        tickets logged Jan–Mar, nearly all resolved

        Add a work order or support item

        Logs a new pending item to the table below — saved in this browser, just like adding a row in the sheet.
        Work Order Form → RMA Form →

        July 2026 — Active (Q3)

        Pulled from the Q3 Workorders/Support tab, plus anything you add above
        WeekVenueLocationAction ItemOwnerDueStatus

        June 2026 Archive (Q2)

        16 items logged, 12 resolved — archived now that July (Q3) is the active month.

        May 2026 Archive (Q2)

        15 items logged, 14 resolved — archived now that July (Q3) is the active month.

        April 2026 Archive (Q2)

        28 items logged, 27 resolved — archived now that July (Q3) is the active month.

        Q1 2026 Archive

        January – March support log, tracked venue-by-venue in the Q1 - Workorder/Support tab. Nearly every ticket closed same week — mostly chip reader swaps, RAM/software updates, and rate changes.
        130+ tickets

        Workorder Volume

        Support tickets/workorders logged, Jan–Jul 2026 (Jul is live from the Q3 Workorders table)

        CD / CCD Client Conversions

        Accounts converted by rep — live from the Dual Pricing / CD Switchover Accounts list below

        Quote-to-Deal Conversion

        Sales quotes sent vs. deal forms submitted — live from the Q3 Weekly KPI Tracker
        Conversion rate: 45.9%

        Dual Pricing / CD Switchover Accounts

        11 accounts moved to dual pricing in 2026
        Rate Change Form →
        VenueRateAgent

        Events Tracker

        0 events logged in 2026
        EventLocationDurationVolume

        Dead / Closed Accounts (2026)

        17 venues lost this year — 2 have since been recovered under new ownership
        VenueStatusOutcomeNotes

        Live in Monday CRM

        Targets will be added and updated directly in Monday CRM once the East Coast TARGETS board is set up.
        Open Monday CRM →

        Find New Establishments Nearby

        Opens a live Google Maps search in a new tab so a rep can scout fresh venues in any area — not limited to what's already tracked here.

        Outreach Assistant

        Look up any venue by name and address, find the best contact (owner or manager), then draft a first-touch email, text, or social DM — written by Claude in SmartTab's voice from your own outreach prompt.
        Marketing →
        "Search for Owner/Manager contact" opens a targeted Google search for that venue's name and address — general web search doesn't return verified phone/email directly, so confirm what you find and paste it into the fields above before drafting.
        Total Cold Leads
        27
        yellow / red‑flagged venues, Q1–Q2 2026
        Q1 2026
        16
        Jan – Mar Projections
        Q2 2026
        11
        Apr – Jun Projections
        Still Has a Pulse
        6
        Sent Quote / Prep Quote / Hold / Follow Up — not fully dead

        Where this comes from

        Pulled from the Q1 PROJECTIONS and Q2 PROJECTIONS tabs of the CA Sales Sheets 2026 Google Sheet — every venue whose row is flagged red (dead / ghosted / stalled) or yellow (on hold) is listed here. Green (won/live) rows are excluded — those live in Active Pipeline instead.

        Cold Lead List

        Filter by quarter, agent, or stage to find who to re-engage next

        Q1 2026 — Jan / Feb / Mar

        MonthVenueLocationAgentStage

        Q2 2026 — Apr / May / Jun

        MonthVenueLocationAgentStage

        Q3 2026 — Jul / Aug / Sep

        Leads sent here from the Demo / Quote Pipeline via its ⋮ menu
        MonthVenueLocationAgentStage

        Win-Back Assistant

        Drafts a re-engagement message for a cold lead — written by Claude in SmartTab's voice, tuned to why it went cold in the first place.
        Built from the CA Sales Sheets 2026 Google Sheet (2026 YTD Dashboard, Q1–Q3 Projections & Scorecards, Workorders/Support tabs) and the Monday.com TARGETS board. Only the Q1/Q2 historical figures reflect a fixed snapshot taken July 12, 2026 (those quarters are closed). Every other Overview and Ops chart and KPI card updates live from this portal's own data — New Venue Status boards, Demo/Quote board, Q3 Weekly KPI Tracker, Workorders tables, and the Dual Pricing / CD Switchover Accounts list — as your team edits them here, no reopening needed.

        Deal Info

        Fill in what you confirmed on the call — saved with this lead.
        Saved!