encoreINSIGHTS

SALES + MARKETING

Your numbers.
A clearer view.

Private reporting for East Dundee, North Liberty, and Boynton Beach.

encoreINSIGHTS
WORKSPACE
◫ Overview⌕ Ask Encore▤ All segments$ Revenue & COM⊙ Connections
Read-only reporting

One funnel.
Three territories.
The detail behind every rate.

EEncore team
ENCORE CONCRETE COATINGS / LEADERSHIPConnections pending

SALES & MARKETING PERFORMANCE

See the whole funnel.

Choose any segment. Compare it with the rest. See what changed.

Design preview · synthetic dataThese are simulated records, not Encore performance. Live data appears after your server connections are configured.
✧ ASK ENCORE Rules-based · no paid AI

A free rules-based report helper, not general AI. Supported requests set filters; tables and summaries use calculated counts.

Supported question examples
  • Show ED by source
  • Show NL by county
  • Show BB by city
  • Compare ED and NL September vs October
  • Compare Hollywood and Ft. Lauderdale
  • Compare Broward to the rest of BB
  • Only Palm Beach and St. Lucie
  • What is BB's close rate?

Use by county, city, source, secondary source, or rep. Add “September vs October” or explicit dates such as “2026-09-01 to 2026-09-30 vs 2026-10-01 to 2026-10-29”. Unsupported or ambiguous requests leave the report unchanged.

Filters define the comparison pool. Choose the focus segment below to compare it with the rest of this pool.

TERRITORY

to
to
BB quick views

YOUR ANALYSIS WORKSPACE

Compare any segment

Choose dates and a comparison pool above. All values show Period A → Period B.

Focused funnel comparison

WHAT CHANGED & WHERE TO LOOK

Segment analysis

Load a report to begin.

Sales are lead-record outcomes. Recent cohorts have had less time to run and close. Demos alone do not prove lead quality or sales execution.

Overall funnel & reporting scope

FROM INQUIRY TO SALE

Funnel comparison

Receival-date cohorts
Funnel comparison by reporting period

WHAT THE NUMBERS SAY

Reading the funnel

Connect Monday to calculate the selected funnel.

Keep the comparison fair.

Recent leads have had less time to run, demo, and close. A demo alone does not establish lead quality or sales execution.

THE DETAIL BEHIND THE TOTAL

Compare territories

Period A → Period B · Rates use summed counts. Click a column heading to sort.

Segment funnel comparison
No report loadedNot refreshed

MARKETING INVESTMENT TO BOOKED REVENUE

Revenue, spend & COM

Load a report to read financial sources.

Meta & Google spend reconciliation

KNOW WHAT IS CONNECTED

Sources & definitions

How every number is calculated

Sales are lead-record outcomes, not reconciled net booked contracts or collected revenue. Calendar-period net booked contracts and revenue appear separately in Revenue & COM; actual COM is withheld when costs are incomplete. Cancelled and ran counts reflect current groups, not full historical event logs. Multi-assigned reps appear as one combined label; a lead is never counted twice.

Lead record links for this selection

Up to 100 IDs per period. Records open in Monday with your account permissions.

ENCORE INSIGHTSRead-only · America/New_York · No campaign or CRM changes