Margin One
Sales Intelligence
Rep scorecards, close rates, and pipeline visibility
Rep performance you can act on
Sales Intelligence
Close rates, average ticket, lead follow-up, and revenue per rep — tied to booked jobs and margin, not CRM activity for its own sake. Built for HVAC, Plumbing, and Electrical sales teams.
Request a Platform DemoRep accountability
Sales scorecard preview
Every salesperson sees the same scorecard leadership reviews in weekly operating meetings.
Open portal template previewM1COS Sales View
LiveClose rate
34%
+3 pts
Avg ticket
$1,240
+$86
Leads worked
142
This week
Revenue per rep
$48K
MTD
Rep performance by weekOn track
Weekly rep review
Sales KPIs
Close rate by rep
Leads worked, opportunities, and closed revenue.
Average ticket
Install vs. service mix with margin context.
Speed to lead
Response time and follow-up discipline.
Pipeline visibility
Booked vs. quoted revenue by salesperson.
Hold sales accountable
Sales scorecards that connect to revenue and margin — not vanity metrics.