Every period, side by side, without the math
Today, yesterday, this week, last week, month, quarter, year and all time — opportunities, sales, close rate, installs, volume and commission, all on one screen. Tap any row and the list underneath narrows to exactly those jobs. Below it, the driving is totalled the same way: miles, gallons, fuel spend and windshield time per period, with your mileage write-off added up and ready for tax time.
- 1Every period side by side — close rate without the math
- 2Tap a row to pull up just those jobs
- 3Miles, fuel and windshield time, already totalled
- 4Your mileage write-off, added up for tax time
- Open your opportunities. The totals sit at the top of the page.
- Read across a row for that period's close rate — it is worked out for you.
- Tap the row to pull up only those jobs.
- Take the write-off figure from the travel block straight to your accountant.
What it does, step by step
- Open your opportunities. Every period sits side by side at the top.
- Read across a row for that period's close rate.
- Tap a row to pull up only those jobs.
- The travel block totals miles, fuel and the mileage write-off.
Time it saves Estimates
| Task | By hand, typically | With the app, typically |
|---|---|---|
| Working out close rate by period | 15–20 min a week | Worked out for you |
| Building a mileage log for tax | 2–4 hours at tax time | Totalled |
Typically 15–20 minutes a week, plus hours at tax time.
Typical estimates, not guarantees.
Errors it prevents Guesstimates
- Close-rate math wrongWorked out from your actual results.Guesstimate: math errors gone
- A missed mileage deductionEvery drive is totalled.Guesstimate: a fuller write-off
Time figures are typical estimates for an active rep, not guarantees. Error figures are guesstimates for a rep closing about 10 jobs a month. Both vary with the rep, the office and the job.
Who it helps
- The repYour numbers, without the math.
- Office & installersFewer requests for reports.
- The managerPeriod-by-period numbers that match the jobs.
Feature LHM-F-50 · a proprietary feature of Praxion Exterior Edition™ · © 2025–2026 James Donsing · Praxion Agentic CRM Solutions. All rights reserved. Privacy policy