Handi-Ramp
YR Rental Program

Reports & Dashboards v2

Freight-filtered · Specific product qualification · Normalized criteria across all reports

⚡ v2 — Amounts exclude freight & misc charges  ·  All stages (open, won, lost) with status filter  ·  YR rental product qualification only  ·  Generated 2026-06-25
📊 Pipeline Reports
All Opportunities — v2
Won
21
Open
61
Lost
50
All Opportunities V2
132 deals across all stages — toggle Won / Open / Lost. Qualified by YR rental product in linked quote or SO.
Nightly
Opportunities by Rep — v2
Won
19
Open
50
Lost
38
Opportunities by Rep V2
133 deals across all stages — toggle Won / Open / Lost per rep and per month. Won via SO, Lost & Open via quote.
Nightly
Open Quotes — v2
Open
—
Pipeline
Nightly
Open Quotes V2
Open YR rental quotes by month — draft, sent, pending, verbal. Qualified by rental product name. Freight excluded.
Nightly
Oppty by Contact Attribution — v2
Won
21
Open
61
Lost
50
Oppty by Contact Attribution V2
132 deals across all stages — toggle Won / Open / Lost. Lead source, contact medium, and CallRail attribution.
Nightly
💰 Orders & Revenue
Initial Orders — v2
Orders
92
Freight
Stripped
Initial YR Rental Orders V2
92 initial rental SOs — values exclude freight lines. Qualified by specific product name on the SO.
Nightly
Monthly Invoiced Revenue — v2
Apr Revenue
$28.4k
Apr Ramps
25
Apr SOs
27
Monthly Invoiced Revenue V2
Invoiced YR rental revenue by month — Initial SOs (new) + Monthly SOs (recurring). Apr 2026: 5 initial + 22 monthly = 27 SOs / $31,410. Auto-rolls.
Monthly
SO Contact Attribution — v2
Initial SOs
107
Channel
Attribution
SO Contact Attribution V2
Lead source, contact medium, and CallRail data on 107 confirmed YR rental SOs — product-verified, not just order type.
Nightly
📈 Historical Analysis
Win Rate & Opportunities
Won
57
Open
98
Lost
84
Win Rate & Opportunity Analysis
Won, lost, open, and win rate by year — 2021 through YTD 2026. Semi-monthly refresh, same v2 opportunity rules.
Semi-Monthly
Opportunities by State
2026 Total
239
Detail
Zoho Links
Opportunities by State
State-level breakdown of total, won, lost, and open YR rental opportunities. Includes Unknown / Needs Geo rows.
Semi-Monthly
📋 Static Reference
Funnel Overview
Funnel Overview
Static reference — YR rental funnel stages and process overview.
Static
Updated 2026-09-10 · v2 reports use specific YR rental product qualification · Freight excluded from all dollar amounts