Pricing and CRM reporting
Sales Manager, Quick Countertop & Cabinets
I analyzed labor, utility, and overhead costs, rebuilt a years-old pricing model and the calculator reps quoted with, and built the monthly sales dashboard and KPI reporting.
- Problem
- Every quote started from a years-old pricing formula that had not been rebuilt from actual cost data. Separately, the web lead pipeline carried spam and unqualified traffic.
- What I did
- Rebuilt the pricing model from actual labor, utility, and overhead data to reflect fabrication cost and margin.
- Built the interactive pricing calculator reps used to evaluate quote pricing.
- Measured waste rates on house-color slabs to derive true cost and profit per square foot.
- Built the monthly sales dashboard and KPI reporting from Pipedrive CRM and accounting data.
- Worked with marketing to filter spam and unqualified traffic out of the web lead pipeline.
- Result
- Close rate rose from the mid-60s in late 2024 to the high 70s in early 2026, from cleaner leads, better client discovery, and proposals tailored with the pricing calculator, working together.
- close rate, from leads, discovery, and proposals combined
- mid-60s to high 70s
Excel, Tableau, PowerPoint, Pipedrive CRM, accounting data.
