LB Sales EOW

Date*

MonthDayYear
Date
Month*
Name*

First NameLast Name
Email*
example@example.com
Goals
Monthly Revenue Goal*
Monthly Booking Goal*
Current Numbers
Current Revenue*
Revenue Ratio*
Total Leads*
Bookings*
Closing Rate*
Average Package*
Daily Booking Average*
Number of Days Left in Month*
Monthly Revenue Projection*
Number of Events for This Year*
Projected Number of Events for This Year*
Number of Events for Next Season*
Number of Leads Refused*
Potential Lost Revenue*
Upsells
Pre Upsells Closed*
Post Upsells Closed*
Total Upsells Closed*
Finances
Any overdue payments?*

RetainersFinal PaymentsAll paid up!
Number of open retainers*
Revenue left to collect (retainers)*
Number of over due final payments*
Revenue left to collect (final payments)*
Strengths
Weaknesses
Opportunities
Threats
Notes*
Checklist*

Sales Sheet UpdatedProduction Sheet Updated with Pre/Post UpsellsFormulas Updated
Should be Empty:

Goals