Quotes Sent
All-time
Quotes Accepted
Customer-accepted
Revenue
Paid orders
Avg Quote Value
Pipeline ÷ sent
Pending Review
Awaiting salesperson
Lost / Expired
Rejected or no response

Pipeline Phases — System Status

PHASE 1 — RFQ TO QUOTE ✓

Gmail monitor — checks every 2 hours
Claude Haiku extracts parts from RFQ email
Inventory check → Octopart broker fallback
PDF quote generated with pdfkit
15-min salesperson review window
Auto-send if no response → logged to rfq-log.json

PHASE 2 — ORDER TO CASH ✓

Quote accepted → Sales order DDHD-SO-2026-XXXX
Customer confirmation email sent
Tracking number added → shipping notification
Invoice PDF generated automatically
Invoice emailed to customer
Square payment processing — pending integration

Quote Conversion Funnel

Quotes by Month — Sent vs Accepted

Lead Sources

Win Rate by Lead Source

Quote Status Breakdown

Lead Source Attribution

Recent Quote Activity

Quote # Customer Part Value Source Status

Salesperson Performance — placeholder; salesperson login + per-user attribution coming in a future commit

Daily Quote Activity — Last 14 Days