Bunch · Internal Sales

Sales Performance

LIVE · Power BI

Source: dbt_dim_financial_performance only · 02 Jun 2026
FY Jul 2025 – Jun 2026
⚑ Fields flagged for addition to dbt_dim_financial_performance
✓ RESOLVED — Service selection at time of sale: Use status != 'NOT_ORDERED' to identify services ordered at time of sale. All statuses except NOT_ORDERED (ACTIVE, CANCELLED, PENDING_CANCELLATION, ORDERED_BY_THE_TENANT, etc.) indicate the service was selected. No new fields needed in dbt.

1. Sale source — sale_source enum (direct/partner/renewal). Derivable from quote_tool_version + lead_type but a clean pre-computed field would be useful in dbt.
2. Retention metrics — retention_30d, days_since_last_sale. Not in any table — requires agent-level aggregation in dbt.
1. Service selection at time of sale — initial_elec_selected, initial_water_selected, initial_bb_selected (boolean). Currently only CURRENT service status is stored. A house created in May with energy that later cancels elec won't show correctly in "sold with energy" reporting. Source: dbt_rpt_daily_sales.has_energy/has_water/has_broadband.
2. Sale source — sale_source enum (direct/partner/renewal). Currently derivable via quote_tool_version + lead_type but messy. Source: dbt_rpt_daily_sales.sale_source.
3. Is bundle flag — is_bundle boolean. Multi-service sale indicator at point of sale. Source: dbt_rpt_daily_sales.is_bundle.
4. Retention metrics — retention_30d, days_since_last_sale. Computed fields. Currently not in any table — requires agent-level aggregation in dbt.
Total Contracts
2,547
named agents, all statuses
Active Houses
2,308
current_status = Active
Avg Active Rate
86.3%
active ÷ (active + expired)
Monthly Revenue
£434,830
elec + gas quote, active only
Avg Rev / House
£188.36
active houses only
P11 New Houses
383
created May 2026
01
Performance
Volume & Revenue per Agent
Volume & Revenue · dbt_dim_financial_performance
All Internal Agents — Sorted by Active Houses
AgentHouses SoldActiveExpired Active RateMonthly Rev £Rev / House £
Top 10
Houses Sold (Total)
Top 10
Active Rate (min 20 houses)
02
Portfolio
Service Mix — Active Houses
Service Mix · status = ACTIVE (portfolio) · != NOT_ORDERED = ordered at sale
Active service counts per agent · Use status != NOT_ORDERED for ordered-at-sale view
AgentElecGasWaterBBMgmtDual Fuel %
03
Quality
Margin Quality — Active Houses
Margin Quality · margin_type field · HIGH=3, STD=2, LOW=1, XLOW=0.5, ZERO=0
Active Houses by Margin Type
AgentHIGHSTDLOWZEROScore
Margin Mix by Agent
Stacked breakdown
04
Trend
Monthly New Houses — P1 to P11
Monthly trend · house_contract_created_date grouped by fiscal period
New Houses per Agent · P1 Jul 25 – P11 May 26
Agent P1P2P3P4P5P6P7 P8P9P10P11Total
Chart · house_contract_created_date
New Houses Sold — P1 to P11
May 2026 Daily · status != NOT_ORDERED = ordered at sale
May Daily Sales — by Service
05
Advanced
Advanced Performance Metrics
Advanced · derived from house_contract_created_date + margin_type
Days Since Last Sale · Services / House · QW Score · Rank
AgentDays Since SaleAvg Svcs / HouseQW ScoreRank
Top 5 · Quality × Active Houses
Quality-Weighted Score