Activity vs target
82%
calls + visits this month
vs 100% goal
Pipeline size & trend
£3.2m
142 opps · trend +8% MoM
+£240k vs LM
Conversion rate
24%
qualified opps → orders (rolling 90d)
+2pp vs LY
New business / accounts
17
new accounts YTD
target 24
Past re-order window
38
customers overdue for repeat order
-6 vs LM
Low-margin quote flags
12
quotes below 22% GM this month
3 escalated
Data completeness
89%
customer records with full detail
target 95%