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Sales Engine

Estimate recovery · Financing · Marketing attribution — July 1, 2026

$38,420 recovered today
Estimate Pipeline
$1.82M
142 active sequences
Revenue Recovered
$38,420
↑ $4,200 vs 7-day avg
Financing Pipeline
$214,000
18 approved customers
Leads Attributed
142
$86,000 revenue generated

Estimate Recovery Pipeline

10 estimates · $1.82M total pipeline

CustomerSystem
Value
Prob%
Last TouchNext Follow-upStageStatus
Age (d)
Chen, B.
4821 Barranca Pkwy, Irvine
Lennox XC21 5-ton$22,10088%6h agoJul 2, 9AMSeq 3/5Hot Lead4d
Thompson, W.
55 Monarch Beach, Dana Pt
Carrier 24ACC636 3-ton$13,40082%4h agoToday 6PMSeq 1/5Hot Lead2d
Park, L.
18 Shady Canyon, Irvine
Carrier Infinity 4-ton$16,80074%1d agoToday 4PMSeq 2/5Warm8d
Anderson, P.
400 Columbia, Aliso Viejo
Carrier 24ACC648 5-ton$21,80071%8h agoJul 2, 3PMSeq 1/5Hot Lead3d
Martinez, L.
8811 Garden Grove Blvd
York YZV 3-ton$12,40067%1d agoJul 2, 11AMSeq 2/5Warm5d
Johnson, R.
2244 Newport Blvd, CM
Trane XV20i 3-ton$14,20061%2d agoJul 2, 2PMSeq 4/5Warm12d
Lee, J.
7700 Beach Blvd, Buena Park
Lennox SL18XC1 5-ton$18,90055%2d agoJul 3, 1PMSeq 3/5Warm9d
Smith, A.
9901 Alton Pkwy, Irvine
York YZV 5-ton$19,40045%3d agoJul 3, 10AMSeq 2/5Cooling6d
Garcia, M.
1122 Edinger Ave, Tustin
Rheem Prestige 4-ton$11,80038%5d agoJul 4, 11AMSeq 5/5At Risk18d
Wilson, C.
3300 Michelson Dr, Irvine
Trane XR15 4-ton$9,80029%7d agoJul 5, 9AMSeq 5/5Cold24d
Showing 10 of 10 estimates$38,420 recovered today from this pipeline

Follow-up Sequence Funnel

142 active sequences · 5-touch cadence

Seq 1 — Initial Contact
38$612,400
Seq 2 — Value Follow-up
44$524,200
Seq 3 — Urgency Trigger
29$384,100
Seq 4 — Final Offer
21$218,800
Seq 5 — Last Chance
10$80,500
Pipeline conversion rate34.2%
Avg sequence response2.4 days

Financing Follow-up Tracker

18 approved customers · $214,000 revenue potential

GoodLeap
12 approvals · $148,600
Synchrony
6 approvals · $65,400
CustomerLenderAmountTermsTechnicianDateStatus
Yamamoto, K.
Newport Beach
GoodLeap$14,8000% / 18 monthsTorres, J.Jul 1Approved
Williams, T.
Costa Mesa
Synchrony$9,200Deferred 6moReyes, M.Jul 1Approved
Garcia, M.
Irvine
GoodLeap$18,4005.9% / 84moPark, D.Jun 30Approved
Brown, D.
Santa Ana
GoodLeap$12,6000% / 18 monthsPatel, A.Jun 30Pending Docs
Lee, J.
Anaheim
Synchrony$7,800Deferred 12moChen, L.Jun 29Approved
Nguyen, P.
Tustin
GoodLeap$16,2003.99% / 120moTorres, J.Jun 29Approved
Robinson, E.
Lake Forest
Synchrony$8,400Deferred 6moReyes, M.Jun 28In Review
Clark, D.
Mission Viejo
GoodLeap$22,4000% / 18 monthsPark, D.Jun 28Approved
4 installs converted from financing today$214,000 total pipeline

Marketing Attribution

142 leads · $86,000 revenue generated today

Best performing
SEO + Referral (∞ ROI)
Google Ads
48 leads$32,4004.8x
SEO / Organic
31 leads$22,100∞
Referral
28 leads$19,800∞
Facebook Ads
22 leads$8,2001.9x
Yelp Ads
13 leads$3,5001.4x