Movement = stage changes in the last 90 days (forward moves in parentheses). Projected = open deals weighted 10% / 40% / 70% by stage. Stale = open deals untouched 14+ days.
Deals, notes and follow-ups are edited in the CRM app.
⚠ Import review: conflicts found
The following imported rows match existing leads. Choose how to handle each one:
Business Name
Already in the CRM
Import Stage / Value
Action
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Business ↕
City ↕
Priority ↕
Status ↕
Source ↕
Deal Stage ↕
Value ↕
Owner ↕
Last touch ↕
Actions
Team Management
System email sender
Checking…
CRM emails (password resets and "new website lead assigned to you") go out through the Gmail of the person picked here.
Only people who connected Gmail in the CRM app (Settings, Gmail) are listed.
Register New Freelancer
Contact Management
Duplicate contacts
Contacts that share an email or phone number. Pick the one to keep; merging moves the others' businesses to it, fills in its missing email or phone, combines notes, and removes the others.
Create New Contact
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Name ↕
Email ↕
Phone ↕
Associated Businesses
Notes
Created By ↕
Actions
Sales Ledger
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Business ↕
Opportunity Name ↕
Value ↕
Closed Date ↕
Rep ↕
Reports
Uses the period and rep selected on the Dashboard. Revenue is dated by the day each deal was won; money in is dated by the day the invoice was paid.
Weekly won revenue & new leads
Last 12 weeks
Revenue, deal by deal
Every deal won in this period, newest first, with the day it was won and the day the invoice was paid. Click a business to open its full record.
Won on
Business
What sold
Rep
Amount
Invoice
Paid on
Month by month
Won revenue by sale date, money in by payment date
Month
Won revenue
Deals won
Avg deal
Money in
Lost value
New leads
Change
Product performance
What was actually sold
Product
Qty
Revenue
Share
Last sold
Top clients
In this period
Business
Deals
Revenue
First
Last
Stale deals
Open deals with no stage change in 14+ days
Business
Deal
Stage
Value
Days in stage
Rep
Data cleanup
Sales that Wave cannot back
A deal only counts as sold when Wave says the client paid its invoice. Anything else listed as sold is shown here, per rep, with the reason.
Clearing removes those deals and nothing else: the business, its contacts, its notes and its open pipeline all stay, and each business keeps a note saying what went.
Deals whose commission is already paid are never removed.
Won on
Business
Deal
Rep
Amount
Why it does not count
Automatically created deals
These deals are named Default Opportunity. Most are real: when deals were added to the CRM, each business got one deal carrying the stage it had at the time, so they hold your early sales history.
A few may be copies an old bug recreated after someone deleted a deal on a business with no other deals. The two look the same in the data, so keep every deal you recognize and delete only ones you know are not real.
Nothing here is deleted automatically, and the bug is fixed.
Business
Owner
Stage
Amount
Created
Details
Activity
Backups
A JSON copy of every table (passwords and Gmail tokens are left out). Keep it somewhere safe; Hostinger's daily MySQL backups are the main safety net.
Things the CRM will not decide on its own. Approve to apply the change, or dismiss to hide an item you have checked.
Sales & commissions
Sold
-
Collected
-
Not billed yet
-
won, no Wave invoice
Commission earned
-
Commission owed
-
confirmed, not paid (all time)
Earnings
Whatever period is picked above, these stay the same
Period
Sold
Deals
Collected
Commission earned
Paid out
Commission payouts
Confirmed deliveries not paid yet
Record an ACH you already sent, even if the work behind it is not in the CRM yet.
Rep
Paid on
Amount
Reference
Payment history
Tick each one off against the transaction in Wave
Paid
Rep
Amount
How
Reference
Items
Matched in Wave
By rep
Rep
Sold
Deals
Invoiced
Collected
Commission earned
Owed
Paid out
What sold
Product
Qty
Deals
Sold
By month
Sold by sale date, money in by payment date
Month
Sold
Deals
Money in
Commission
Money in
Invoices paid during this period, dated by the day the payment landed. "Sold" above is dated by the day the deal was won, so a deal sold in March and paid in May shows in both, in different months. Click a business to open its full record.
Paid
Business
Invoice
Rep
Amount
Commission detail
Items delivered in this period. Click a business to open its record
Delivered
Rep
Business
Item
Sold
Rate
Commission
Status
Reconcile
Sold vs billed vs paid vs delivered, all time
Commission rates
Locked in when an item is delivered; changes apply to later deliveries
Wave & billing
Connection
Won deals
-
Billed in Wave
-
Collected
-
paid in Wave
Outstanding
-
Not billed
-
Won deals
Business
Deal
Won
Amount
Wave invoice
Customers
Businesses with won deals and their Wave customer
Business
Won
Wave customer
Status
Paid invoices with no deal
Money that came in through Wave with nothing in the CRM behind it. Say which business it belongs to and who gets the credit, and the CRM writes a won deal dated by the invoice, carrying the invoice's items. Nothing is sent back to Wave. Shares can be changed afterwards with "Who gets credit" on the won deals table.
Client
Invoice
Paid
Business
Credit to
History from Wave
Won deals that carry a Wave invoice but no list of what was sold. Copying the invoice lines makes past sales show up in "What sold" and in each rep's numbers. The deal amounts are not changed.
Products
Reps pick products and prices from the rate sheet (the same Google Sheet as hudpost.com/rate-sheet). Change a price there and the CRM follows within 15 minutes.