What this is. A static snapshot of two pages from the HEN Sales Portal prototype — Performance and Reminders & follow-ups — captured from the working build. All numbers are seeded demo data, not live HubSpot figures, so names and totals are illustrative. The tabs below work exactly as they do in the product: click through them. Views 1–5 are what an RSM sees; Funnel conversion and Team pulse appear only for managers (RSD / PIC / super-PIC).

Performance

Your numbers, and what needs you today

Action Center

Everything waiting on you or your team · most urgent first

How to use it: Your to-do list across the whole portal. Start at the top — the most overdue item is first. Result: Stuck work gets unstuck the same week, not at month end.

Due reminders

Follow-ups

Idle leads

Stuck deals

Stale quotes

Idle lead

Edmond Fire Department

54d in stage · no notes

Open ›

Unscheduled

Nacogdoches Fire Rescue

requested 65d ago — no date set

Set a demo date ›

Idle lead

Moore Fire Department

42d in stage · no notes

Open ›

Idle lead

Marshall FD

38d in stage · last note 12d ago

Open ›

No quote

Broken Arrow Fire Department

completed 23d ago — no quote sent

Start the quote ›

Idle lead

Broken Arrow Fire Department

27d in stage · last note 13d ago

Open ›

Reminder

Norman Fire Department

4d overdue — Follow up on quote sent last week

Open ›

Reminder

Marshall FD

1d overdue — Intro call with new training officer

Open ›

+7 more across Leads, demo pages and Open Quotes.

Demo performance

Demos drive this business — scheduled, completed, and turned into quotes · last 30 days

How to use it: Your demo pipeline at a glance — schedule the unscheduled ones, and file recaps for demos you have completed. Result: More demos on calendars, every demo ends in a recap — and demos become quotes.

Demos completed · 30 days

1 by HEN Army · 1 by reps

Scheduled & upcoming

Unscheduled

1 unscheduled 30+ days

75%

Demos → quotes

of completed demos got a quote

Recaps missing

demo completed, no recap filed

Closing this month

July 2026 · what the month should bring in

How to use it: These are your deals with a close date this month. Work the “Likely” list first — those are quotes waiting on a yes. Result: Fewer deals quietly slip past their close date.

$69,000

Closed so far · 2 deals

Likely to close · quote or PO out · 0 deals

Possible · demo stage, no quote yet · 0 deals

Closed deals by RSM — this month vs last

Closed $ · the live page shows a 9-month line per rep

How to use it: Your own closing rhythm. A down month usually starts with a thin demo calendar six weeks earlier. Result: Slow months get caught while there’s still time to change them.

This month Last month

Highest bar = $103,000. Bars are scaled to that maximum.

Territory performance

Won revenue, quotes out and win rate by territory · last 90 days · 2 territories

How to use it: Most RSMs carry several territories, so a rep who looks on-pace can still have one territory stalling. Sort is by won revenue; scan the Win rate and Needs attention columns for the row that doesn’t match its neighbours. Result: Territory-level problems get named and worked, instead of averaging out inside a rep’s total.

#	Territory	RSM	Won · 90d	This month	Quotes out	In demo stages	Win rate	Needs attention
1	Oklahoma	Robert Tidquist	$116,000 · 5	$26,000	$42,000 · 2	2	100%	7	View deals
2	East Texas	Robert Tidquist	$112,000 · 3	$43,000	—	3	100%	4	View deals

Win rate = won ÷ (won + lost) on current pipeline records. “Quotes out” sums RFQ-stage amounts only — QSL/DTQ deals carry a $2,000 placeholder in HubSpot, so they’re counted, not summed.

Funnel conversion

Where deals convert — and where they leak · the weekly review

How to use it: Read the gates left to right. The red gate is where you lose the most this quarter — make it the one thing this week’s review assigns. The table shows which rep is leaking there. Result: The worst-converting step improves every week, instead of being discovered at quarter-end.

Requested

↓ 67%

Requested → Scheduled

Scheduled

↓ 21%

Scheduled → Completed

FOCUS THIS WEEK

Completed

↓ 60%

Completed → Quoted

Quoted

↓ 99%

Quoted → Won

199

Won

Biggest leak: Demo scheduled → Demo completed at 21%. Work this gate in the review and track the recovery next week.

RSM	Scheduled	Completed ▾	Quoted	Won

Team pulse

Who’s closing, who’s behind, who’s carrying open work · last 90 days

How to use it: Two signals per rep: pace (are they closing?) and open items (is work piling up?). Behind pace + a high open count = the rep to sit with this week. Result: Coaching happens in week 2 — not as a surprise at the monthly review.

#	RSM	This month	Last month	Last 90 days	Pace	Open items

Reminders & follow-ups

Your follow-up work in one place · plus your team

Overdue

Due today

Upcoming

Follow-ups for you

Idle leads

My reminders 3

Overdue · 1

Lead

Tyler Fire Department

East Texas · Battalion Chief · Call back about demo scheduling

2 days overdue Open+3dClear

Due today · 1

Lead

Longview Fire Department

East Texas · Fire Chief · Chief asked for pricing sheet — send Titan + Wildland

Today Open+3dClear

Upcoming · 1

Lead

Longview Fire Department

East Texas · Lieutenant · Follow up on quote sent last week

In 5 days Open+3dClear

Follow-ups 0

No follow-ups requested.

Idle leads

Past their stage SLA with no action in 7+ days, most idle first

+27 more — open the Leads page and use “Show only these”.

Team activity

Open reminders & follow-ups per RSM, most overdue first

Click a rep to expand their open reminders and follow-ups.