Rescue Cooling — Sales Performance
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Targets editable in the Targets tab of the master Sheet
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What this is: Deals where an EZ order exists but commission isn't flowing — and the specific reason why. The hygiene checklist that turns into payroll dollars. Fix the cause, run runSync, watch the row disappear from this list and appear in Commissions.

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Week-over-week sales momentum. Tip: click any merit type in a chart's legend to toggle it (e.g. isolate FCP Agreements). Merits are counted in the week each milestone fired; revenue is earned EZ orders stacked by the account's furthest merit reached.

Merits achieved per week — by type

Count of merit milestones that fired each week, stacked by type (Verified Meeting → Credit App → Approved Vendor → FCP Agreement).

Revenue per week — by furthest merit type

Earned EZ revenue each week, stacked by the deepest merit the paying account has reached. "No merit" = earned revenue from accounts with no merit milestone yet.

Fiscal year-over-year. Market filter applies to the Commercial/Residential & Customer charts.

Commercial vs Residential — by fiscal year

Earned-order revenue split: an order keeps its deal_category when set, otherwise an order with a company is Commercial and one with no company is Residential (residential orders are booked without a company). 100% share shows the mix; Dollars shows magnitude. Click the legend to toggle a series.

Revenue by market / branch — by fiscal year

Every order is credited to the branch that served it (from the EZ order's location) — National-account and residential revenue both flow to their serving branch, not a separate bucket. Top markets shown; rest as "Other". The Market filter above does not apply to this chart.

Revenue by customer — concentration

Top customers' share per fiscal year (rest grouped as "Other") — surfaces customer-concentration risk. Respects the Market filter.

Approved Vendor + FCP merits — require document verification
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Inbound EZ orders on rep-owned, no-merit accounts the rep had been working in the prior window — assist-credit candidates
build 2026-06-23d
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Priority & TAM default to all — check boxes to narrow.
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Compare timeframes to see if focus is improving.
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"Recent" = a merit fired in the last 30 days. Momentum on the big opportunities.
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