Director's Dashboard · FY 2026/27
Sales & Bonus Tracker
Won quotations, 01 Apr 2026 – 13 Jul 2026
Kat & Pete · Team Bonus Scheme — Quote Stage
Combined GP vs. bonus trigger
Team Bonus Squad — Pete & Kat, chasing £30k together 🚀
Counted from each quote's Net Profit estimate at acceptance.
Counted from each quote's Net Profit estimate at acceptance.
£21,361
GP achieved, FY to date
£8,639
Still needed to unlock bonus (£30,000 trigger)
~£218/day
Current pace (98 days into the year)
17 Aug 2026
Trigger ETA at current pace
Start
£0
Unlocks bonus
£30,000
Tier 1 cap
£50,000
£1,000
Tier 2 cap
£100,000
Max
£120,000
£2,000
Projected FY26/27 GP at current pace: £79,558 — would clear the £30,000 trigger and land inside Tier 1/2.
Bonus is team-based across Kat + Pete and paid out in THB.
Kat & Pete · Team Bonus Scheme — Job Stage
Combined GP vs. bonus trigger (Prov P&L)
Same £30k target, but counted from each Job's Provisional Profit/Loss instead of the original quote estimate — only jobs that actually exist in the ops P&L export count here.
£0
GP achieved (job Prov P&L), FY to date
£0
Still needed to unlock bonus (£30,000 trigger)
£0/day
Current pace
—
Trigger ETA at current pace
Start
£0
Unlocks bonus
£30,000
Tier 1 cap
£50,000
£1,000
Tier 2 cap
£100,000
Max
£120,000
£2,000
£0
Projected FY26/27 GP at current pace: £0 — —
Figures on this card come from the job-level P&L export (Prov Profit Loss column), not the original quote estimate.
Kat & Pete · Data Reconciliation
Quotes vs. jobs — where the two records disagree
Jobs with no quote reference
Sales booked by email — a Job exists in Shipthis tagged to Kat/Pete, but there's no linked quote at all.
| Date | Rep | Job # | Customer | Prov Profit (£) | Status |
|---|
Won quotes with no matching job
Quote accepted in Shipthis, but Ops hasn't created a job for it yet (or never will).
| Accepted | Rep | Quote # | Customer | Mode |
|---|
Monthly Quotation Detail · Apr–Jul 2026
Where the quotes actually go
All quotations
—
—
Win rate
—
Overall margin: —
Won net profit
—
Avg won margin: —
Missed profit (Lost quotes)
—
Avg lost margin: —
Quotes by status
Won vs. Lost vs. Pending
Quotes by mode
Air / FCL / LCL / LTL / FTL
Where To Improve
Missed opportunities — biggest lost profit first
Every quote for the selected rep & month, ranked by profit at stake. Lost quotes show what was quoted but not won — review the top of this list for patterns in customer, mode or movement type.
| Quote # | Rep | Date | Customer | Mode | Movement | Status | Profit (£) | Margin |
|---|
Full Team · Director Overview
How the whole desk is performing
Total GP, FY to date
£323,947
Across 9 reps
Total sales value
£1.88m
Won quotations, Accepted value
Won quotes
784
Since 1 Apr 2026
Avg. GP margin
17.2%
Net profit / sales value
GP by shipment mode
Kat + Pete won jobs, 1 Apr-8 Jul 2026. Select a mode row to filter the job list.
| Mode | Won jobs | GP (£) | Avg. GP/job |
|---|
All won jobs by mode
| Mode | Rep | Quote # | Date won | Customer | Movement | GP (£) | Margin |
|---|
Rep leaderboard
Sorted by GP, FY to date
| Rep | Deals | GP (£) | Avg GP/Deal | Share |
|---|
Transport Mix · Kat & Pete Only
Mode ratio: volume, win rate & GP share
Kat + Pete combined, FY to date. Cohort by Created Date for volume/win-rate; GP on Accepted Date basis
| Mode | Quotes | Share of Volume | Win Rate | GP (£) | Share of GP |
|---|
Trade Direction · Kat & Pete Only
Import, export & cross trade
Export — GP share
80.6%
12.4% win rate — their dominant lane
Import — GP share
16.2%
10.0% win rate
Cross Trade — GP share
3.3%
20.0% win rate — small sample, best rate
Domestic — GP share
0%
0% win rate — no wins yet
Full Pipeline · Won vs Lost vs Pending
How much of the pipeline actually converts
Team win rate, FY to date
16.6%
Won ÷ decided quotes (excl. still-open)
Kat + Pete win rate
11.8%
Below the 16.6% team average
Quotes still undecided
551
Sent / Open / Published, FY to date
Top converter
Jason
41.2% win rate on 342 decided quotes
Monthly win rate
Won ÷ decided quotes, by month created — team vs. Kat+Pete
Win rate by rep
Sorted by win rate · bubble size = decided quote volume
| Rep | Won | Decided | Win Rate |
|---|
Won / Lost / Pending — monthly detail
Kat + Pete only, cohort by Created Date
| Month | Total | Won | Lost | Pending | Win Rate (decided) |
|---|
Kat & Pete Only
Top 10 customers by won quotes, per month
Combined Kat + Pete won deals, FY to date. SHANGHAI SAFESWIFT LOGISTICS is their strongest repeat account across Apr–Jun.
| Month | Rank | Customer | Won Quotes |
|---|
Individual Customer Analysis
Who Kat & Pete are actually quoting
Customers quoted
290
FY to date, all statuses
Zero-win customers
259
89.3% never converted
Customers actually won
32
Carrying GP this FY
Worst-ROI top account
INXPRESS SF 1 UK
19 quotes, 15.8% win rate
Kat — Top 20 Customers by Quote Volume
All statuses, FY to date
| # | Customer | Total | Won | Lost | Win Rate |
|---|
Kat — Zero-Win Customers
Quoted, never converted — sorted by volume (cost/time to review)
| # | Customer | Total Quotes | Lost | Pending |
|---|
Kat — GP & Margin by Customer (won deals only)
Accepted Date basis, FY to date — sorted by GP contribution
| # | Customer | Won Deals | GP (£) | Avg Margin |
|---|
Customer Segment Analysis · Kat & Pete Only
Jobs and Quotes by Customer Segment
FY26/27 to date (1 Apr 2026 – latest export). Segment comes from Shipthis's own "Customer Segment" field on the All Quotes export; Job rows are matched to a segment via that same customer's most recent quote. Quote-stage GP and Job-stage GP are kept separate and both exclude Consol Link Co., Ltd. per the existing bonus-target rule.
| Customer Segment | Total Quotes | Won | Lost | Pending | Win Rate | Quote-stage GP (£) | Avg Quote Margin | Total Jobs | Job-stage GP (£) | Avg Job Margin |
|---|