*I HAVE AN EXISTING SHEET * OPPORTUNITY BUILDER (Main Proposal Input) This is what your estimator fills out per job. 🔹 Header Section (Top of Sheet) Proposal # (Auto Generated) Client Name Property Address Estimator Name (Dropdown List) Date Service Category (Window / Pressure / Janitorial / Solar / Other) 🔹 SERVICE TABLE (Core Revenue Section) Service Item Description | Frequency Per Year | Cost Per Frequency Annual Total Exterior Window Cleaning | 4 | $1,200 | $4,800 Pressure Washing | 2 | $1,500 | $3,000 Formula: Annual Total = Frequency × Cost Per Frequency At the bottom: Grand Total Monthly Equivalent (Optional Auto-Calc) Grand Total ÷ 12 2️⃣ OPTIONAL SERVICES SECTION Separate table below main scope: Optional Service Frequency Cost Annual Value Interior Windows 2 $900 $1,800 Solar Panel Cleaning 2 $1,200 $2,400 These DO NOT add automatically to grand total unless selected. You can add: A checkbox column (TRUE/FALSE) If TRUE → included in total If FALSE → excluded 3️⃣ ESTIMATOR LOG (This Feeds Dashboard) Every time a proposal is created and marked: Won Lost Pending It automatically logs to this sheet. Proposal # Client Estimator Service Type Total Value Status Commission % Commission $ Date Commission Formula: Commission $ = Total Value × Commission % This allows: Different commission per project Different commission per estimator Override ability per job 4️⃣ SALES DASHBOARD (Executive View) This sheet pulls from Estimator Log using Pivot Tables. 📊 Section 1: Total Sales Total Revenue (Won Only) Total Pending Total Lost Close Rate % 📊 Section 2: Sales Per Estimator Estimator Total Won Total Pending Commission Earned Close Rate Add: Bar chart → Revenue per estimator Pie chart → Sales distribution Line graph → Monthly revenue trend 📊 Section 3: Business Overview Total Annual Contract Value Recurring Revenue vs One-Time Average Job Size Highest Sale Total Commissions Paid 🔥 ADVANCED FEATURES YOU SHOULD ADD Since you already have automation, here’s how to upgrade it: ✔ Auto Proposal Number Format: PBS-2026-001 Formula pulls: Year automatically Auto-increments ✔ Estimator Dropdown List Create a separate “Estimator Settings” sheet: Estimator Name Default Commission % Arturo 8% Justin 6% Dee 7% If no override entered → pulls default %. ✔ Recurring Revenue Calculator Have Excel automatically calculate: 3-Year Contract Value Lifetime Value (if 5-year retention) Example: Annual Total × 3 ✔ Monthly Sales Target Tracker Add on dashboard: | Estimator | Monthly Target | Current Sales | % to Goal | Progress bar conditional formatting. 💼 How This Helps PF Building Services This system will: Track recurring cleaning contracts Track frequency-based revenue (quarterly, annual, monthly) Show true annual contract value Track commission clearly Show who is closing deals Make forecasting easy