Waters Edge Roofing
Goals & Production
Role-aware goal tracking. Every number is calculated from attributed jobs, never hand-entered.
Taylor Reed
Project Manager / Sales · September 2026
Booked Revenue
Company Target$96K
of $240K
Sum of contracts where Taylor is Primary Owner, adjusted for sales-split credit %.
Contracts Signed
Company Target4
of 9
Jobs that reached Contract Signed with Taylor as primary sales owner.
Inspections Completed
Company Target11
of 26
Inspection Complete milestone events logged by Taylor.
Proposals Sent
Company Target9
of 22
Proposals moved to Sent status by Taylor.
Close Rate
Personal Stretch44%
of 45%
Contracts signed ÷ proposals sent on Taylor's attributed jobs.
Average Job Value
Personal Stretch$24K
of $28K
Booked revenue ÷ contracts signed on attributed jobs.
How this progress is calculated
Progress rolls up from attributed jobs, not manually entered totals. A canvasser's Attributed Revenue counts every job where they are listed as Lead Originator on the job contributor list. A project manager's Booked Revenue counts jobs where they are the primary sales owner, adjusted for any production-credit split with a co-salesperson.