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California sales team portal summarizing 2026 year-to-date performance, active pipeline, completed deals, and support metrics for reps Mansour, Taylor, and Todd.

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Team: Mansour · Taylor · Todd  |  Source: CA - Sales Sheets 2026 (Google Sheets)

23 live venues opened in 2026 26 in demo / quote pipeline – open workorders (Q3)
Live Venues (2026)
23
+3 partner venues also live
Not Yet Live
9
Stalled or mid-install
Demo / Quote Pipeline
26
Open leads in motion
Q1 Team Activity
326
↓ vs Q2
Q2 Team Activity
271
17% lower than Q1

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

        Q1 2026 — Weekly KPI Scorecard

        Jan 1 – Mar 29, 2026 · from the CA Q1 2026 Score Cards tab
        KPIMansourTaylorToddEzraTeam

        NoCal Team — Mansour & Todd

        VenueLocationRepStatus

        Nevada Team — Mansour

        VenueLocationRepStatus

        SoCal Team — Taylor

        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 are added and updated directly on the TARGETS board — this tab is a snapshot pulled July 12, 2026.
        Open TARGETS board →

        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!