Res Inquiry — Submitted main contact form (lead_type = Residential Inquiry)
MQL — Marketing Qualified Lead (lifecyclestage = marketingqualifiedlead)
Screened — hs_lead_status starts with "Screened" — someone spoke to them
Site Visit Sched. — lifecyclestage = salesqualifiedlead — visit booked
Note: These are Contacts, not Deals. The bridge → below shows how contacts become deals.
Funnel 1
Lead Intake Funnel — Contacts Pipeline
How many screened leads become site visits?
Cost Guide & Inquiries → Screened → Site Visit Scheduled
§1
Deal Pipeline Funnel
§1 · Deal Pipeline
Source: HubSpot Deals — Sales Pipeline only. Commercial excluded. The 8 pipeline stage boxes below show all currently active deals. They update with the Owner filter but show all-time active deals, not period-filtered. The two funnels show period activity — how many deals moved through each stage during the selected period.
Funnel 2
Sales Funnel — Deal Volume by Stage
Total deals that passed through each stage in the period
Site Visits (SQL) → DDA Sent → DDA Signed → Closed Won
Deal Funnel vs Prior Period
6-Month Close Rate Trend
DDA Signed % & Closed Won % of SQLs
§2
6-Month DDA Funnel · Last 180 Days
§2 · 6-Month DDA Funnel
Source: HubSpot native Deal Conversion report. Always last 180 days — not affected by time period toggle. 97 SQLs · 23 DDA Signed · 23.71% win rate · 20.4 days avg SQL→Signed The 3-deal note: HubSpot's native report uses event timestamps vs property-based query — 3 deals show in the native report but not our property query. Native report is authoritative.
DDA Win Rate (6 Mo)
Stage breakdown
Current Period SQLs (Deals)
Deal
Owner
Site Visit
DDA Sent
DDA Signed
Stage
§3
2026 Plan vs YTD Actuals
§3 · 2026 Plan vs YTD
Source: Annual targets from 2026 Sales & Marketing Plan Excel. Actuals from HubSpot Jan 1 – today.
Pace Needed — How many per month needed for the remaining 6 months to hit annual plan
2026 Annual Plan vs YTD Actuals · Jan 1 – Today
AheadBehind
Metric
Annual Plan
Monthly Target
YTD Target
YTD Actual
Variance
% of Plan
Pace/Mo Needed
Progress
⚠️ Flags & Watch Items
✅ Strengths & Positives
§4
Pipeline Snapshot
§4 · Pipeline Snapshot
Source: HubSpot Deals — active (not closed) deals only, Sales Pipeline, excluding Commercial. Boxes show: Count · Total $ · Avg $ · Weighted $ (using HubSpot probability: SQL 15%, DDA Sent 25%, DDA Signed 45%, D/E 65%, WIP 90%, Warranty 95%) NEW badge = deal created in current period.
Pipeline Value by Stage
Active Pipeline by Owner
Active Deals ()
NEW = created this period
Deal
Owner
Stage
Amount
Created
§5
Master BuilderTrend Schedule — All Jobs
§5 · Master Gantt
Source: BuilderTrend schedule PDF (Jul 2, 2026 export). 35 jobs · Jun 2026 – Feb 2028. 1xxx = Production jobs (currently in construction) · 0xxx = Design jobs (in design/estimating phase) +20% applied to all contract values for change orders, scope growth, and allowance conversions per BT SOP. Color: Job Size — Blue ≤3 months · Gold 4–5 months · Red 6+ months (per BT Super Gantt SOP) Monthly totals = active job count + revenue across all jobs for that month. Click any job bar or name to open the matched HubSpot deal.
35 Jobs · Production + Design · Jun 2026 – Feb 2028 · Soonest at top
§6
Forecasting & Capacity
§6 · Forecasting
Source: BuilderTrend job schedule (35 confirmed jobs) + 20% growth adjustment for change orders and scope growth.
Rem. 2026 Backlog ($8.4M) — Jun–Dec 2026 revenue from confirmed BT jobs. NOT a HubSpot number. Comes from the BT PDF export with +20% applied.
2027 Booked — Revenue from BT jobs scheduled Jan–Dec 2027
Total 19-Mo Backlog — All BT jobs Jun 2026 – Dec 2027