APHS
Solar · Roofing · HVAC · Plumbing

APHS Performance

Generated 2026-07-29
Podio Closer App · QuickBase · payments sheet
Contract value signed
$0
Commissions paid
Deals closed
Avg contract
Conversion

Appointments, sits and closes

By appointment month
Sent Sat Closed

The funnel

All time, APHS book
One dataset, three stages, so the drop-offs are directly comparable. Build stage sits on a different clock and is shown separately.

Sent and sat by week

Week beginning Monday
Sent Sat

Closes by week

Deals closed

Sit rate and close rate by week

Four-week rolling, so a light week cannot swing the line
Sit rate Close rate

Setter leaderboard

Ranked by deals closed · trend is closes by month
SetterSentSatClosedSitCloseTrend
Setters come from the agent on each Podio appointment, merged across spelling variants (Edison/EDISON, Sebas/Sebastian, Giselle/Gisselle). Under five appointments is left off.

Closer leaderboard

APHS and Javon
CloserSentSatClosedSitClose
APHS works its leads in its own CRM, so the whole umbrella (MFSM, Chase Rolfe, Joshua King) is co-managed as one entity in Podio and cannot be split by individual closer. That arrives once the APHS webhook feeds closer detail back.

Contract signed by month

Active projects, by month created

Pipeline by stage

17 active projects

Commissions paid

Confirmed on the payments sheet
CustomerPaidDate

Paid, cumulative

Running total as each deal paid out

Active projects

Ranked by contract value
CustomerStageSystemContractInstalled