One Safety Vision

Activity Portal

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One Safety VisionActivity Portal
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ARR Sales & Activities

Today's Headlines

Won Revenue (All Time)
$0
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Pipeline Value
$0
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Units Deployed
0
— / — total
Open Insight Connect Deals
0
— units in play
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ARR Sales & Activities

Top Reps · Combined Revenue

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ARR Sales & Activities

Pipeline Health · Insight Connect

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ARR Sales & Activities

Inventory Status

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Total
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Deployed
—
Available
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ARR Sales & Activities

Recent Wins

No recent wins yet…
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Monthly Quota · —

Insight Connect
0
/ 0 units
0%
— units to target
Vision Cloud
0
/ 0 units
0%
— units to target
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Houston, TX · Weather

☀️
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📰 In the News —

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Salesforce

Pipeline

Open Pipeline
$0
— opportunities
Closed Won · MTD
$0
— deals this month
Closed Won · YTD
$0
— deals YTD
Activities · 30d
0
— reps active
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Salesforce

Rep Leaderboard by SV Group · Last 30 Days

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NetSuite

Financial Snapshot

Total A/R
$0
— invoices
Overdue > 30d
$0
— invoices at risk
Open Sales Orders
$0
— open orders
Revenue · MTD
$0
— invoices MTD
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Pipeline by SV Group

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Customer Service · Health Snapshot

Open Cases
0
— currently active
Urgent Priority
0
Critical + High
New · Last 7 Days
0
— incoming rate
Closed · Last 7 Days
0
— resolution rate
Open Cases by SV Group
Case Lifecycle (created → closed): — days avg last 90d
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Salesforce

Projects by SV Group

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Salesforce

Project Managers · Top 5 by Open Workload

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Projects · 3-Month Trend by SV Group

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NetSuite

A/R Aging Health

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Salesforce

Cases Leaderboard

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Fleet
Fleet on the Road
Powering safer transportation nationwide
Live
Total Units
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Connected
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—
By Vertical
🎉
NEW WIN!
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LIVE

One Safety Vision

Activity Portal
Renewal Tracking · Pipeline · KPIs
0 customers 0 total units 0 pending edits 0 in pipeline
Customer Status Service Platform Pilot Vertical Salesperson Units OMS Stage Orig. Exp Upd. Exp Comp. End Insight Connect Deals

Inventory Status

Live count of Insight Connect hardware units
Total Units
—
Deployed
—
Available
—
In Pipeline
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Deployed (committed inventory) Available
Customer Product Salesperson Vertical Units Stage Pilot Term $/Unit Contract Value Contacted Demo Quote PO Received Expected Close Notes
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Migrated Customers

Customers currently on Vision Cloud platform
0
On Vision Cloud
0
Still on Legacy
0%
Migrated
Customer Salesperson Vertical Stage Pilot Term $/Unit Units Contract Value Contacted Demo Quote PO Received Expected Close Notes
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Performance Dashboard

OMS / VisionCloud · Insight Connect · Vision Cloud · Combined metrics across all products.

Quota Progress · —

Units sold vs. monthly targets · counts PO Received deals · admin sets targets in Settings → Quotas

Insight Connect — This Month
0
/ 0 units
0%
— deals received
Vision Cloud — This Month
0
/ 0 units
0%
— deals received
Per-Vertical Breakdown
Vertical Insight Connect Vision Cloud
  Sold Target Progress Sold Target Progress
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Migration Progress

Customer migration from SV Cloud / OMS to Vision Cloud · excludes deactivated customers

On Vision Cloud
0
— of total
Still on Legacy
0
— of total
Migration Rate
0%
overall progress
Migrations This Month
0
customers flipped

Overall Migration

Percentage of active customers now on Vision Cloud
0% (legacy) 100% (fully migrated)

Migration by Vertical

Per-vertical progress · click to drill into customer details

Recent Migrations

Last 10 customer platform changes

Revenue

Contract values across both products · forecast based on pipeline stage

Won Revenue
$0
PO Received deals
Forecasted Revenue
$0
Stage-weighted (10/30/60%)
Raw Pipeline Value
$0
All open deals
Avg Deal Size
$0
Across deals with pricing

Revenue Split: OMS vs Insight Connect

Won + pipeline value, broken out by product
OMS / VisionCloud
Won$0
Pipeline$0
Insight Connect
Won$0
Pipeline$0
Vision Cloud
Won$0
Pipeline$0

Revenue Leaderboard

Top reps by combined revenue (OMS + Insight Connect)
# Salesperson Won Revenue Pipeline Forecast Total Pipeline + Won Deals

Revenue by Vertical

Won + pipeline value, both products

OMS / VisionCloud

Software renewals · pipeline activity · conversion

Contacted
0
0 units
Demos Set
0
0 units
Quotes Sent
0
0 units
POs Received
0
0 units
Overall Conversion
0%
Contacted → PO Received

Pipeline Funnel

Stage-to-stage conversion rates

Salesperson Leaderboard

Activity and conversion rates · Click columns to sort
Min activity:
# Salesperson Contacted Demos Quotes POs Total Units Conversion

Activity Comparison

Top reps by demos + quotes + POs
Demos Quotes POs

Insight Connect

Hardware-bundled subscription pipeline · inventory deployment

Total
—
Deployed
—
Available
—
In Pipeline
—
In Pipeline
0
0 units active
Demos Set
0
0 units
Quotes Sent
0
0 units
Won (PO Received)
0
0 units deployed
Win Rate
0%
Active → Won

Insight Connect Pipeline Funnel

Stage progression with conversion rates · Lost deals excluded

Insight Connect Salesperson Leaderboard

Reps ranked by Insight Connect POs received
# Salesperson Active Demos Quotes POs Lost Units Deployed

Pilot Activity (Insight Connect)

Pilots in progress vs completed outcomes
Active Pilots
0
— units in pilot
Pilots Won
0
converted to deals
Pilots Lost
0
did not convert
Pilot Win Rate
—
won / (won + lost)

Vision Cloud Pipeline

Software conversion deals and pilot tracking

Active Deals
0
— in open pipeline
Demos Scheduled
0
deals at Demo stage
Quotes Sent
0
deals at Quote stage
POs Received
0
closed wins

Vision Cloud Funnel

Conversion rate at each pipeline stage

Pilot Activity (Vision Cloud)

Software trial pilots and outcomes
Active Pilots
0
in progress
Pilots Won
0
converted
Pilots Lost
0
did not convert
Pilot Win Rate
—
won / (won + lost)

Vision Cloud Leaderboard

Top reps by VC deal activity
# Salesperson Active Demos Quotes POs Pilots Total Value

Combined / Cross-sell

OMS + Insight Connect metrics rolled up · cross-product opportunities

Total Customers Active
0
across both products
Cross-sell Customers
0
have OMS + Insight Connect
Total Activity
0
touchpoints (OMS + Insight Connect)
Total POs Won
0
across both products

Top Reps Combined

Activity ranked across both products
# Salesperson OMS POs Insight Connect POs Combined Cross-sell

Activity by Vertical

OMS + Insight Connect combined

Commissions

Earned commissions on closed (PO Received) deals · admins see all reps, reps see only their own
💰 Earned (PO Received)
Total Earned
$0
— deals · — range
Active Reps
0
earned commission
Avg per Rep
$0
based on active reps
Top Earner
—
—
🔮 Pipeline (Potential, probability-weighted)
Weighted Pipeline
$0
— deals
Raw Pipeline
$0
unweighted
Avg Probability
0%
across pipeline deals
Top Forecast Rep
—
—

Financial Performance

Revenue, cost, and margin analysis · admin only
Time:
Scope:
Cost View:
Product:
Revenue
$0
— deals
Cost
$0
total expenses
Margin ($)
$0
profit
Margin (%)
0%
of revenue
Revenue vs Cost Over Time
Monthly buckets
Revenue by Product
Top 8 products
Cost Breakdown
By category, in scope
P&L Detail
Per-deal breakdown
— deals
Customer Product Pipeline PO Date Term Units Revenue Cost Margin Margin % Break-Even
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Reseller Customers

Companies set up under the reseller program. Add manually or convert from the signup queue (R.5).

Company City / State AP Contact AP Email Phone Active Deals Status Actions
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Salesforce KPI Dashboard

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CONNECTED
Open Pipeline
—
— opportunities
Closed Won MTD
—
— deals this month
Closed Won YTD
—
— deals year-to-date
Activities (30d)
—
— reps active

Pipeline by Stage

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Rep Activity Leaderboard by SV Group (Last 30 Days)

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Pipeline by SV Group

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Customer Service

Case volume · Lifecycle · SV Group breakdown · Rep + Queue leaderboards
Open Cases
—
— currently active
Urgent (Critical + High)
—
— need attention
Created Last 7 Days
—
— incoming rate
Closed Last 7 Days
—
— resolution rate
Case Lifecycle (created → closed, not active work time)
Last 90 days: — days All time: — days

Open Cases by Status

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Open Cases by SV Group

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CS Reps · Top 10 (by open cases)

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Queues · Top 10 (by open cases)

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NetSuite KPI Dashboard

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CONNECTED
Total A/R
—
— invoices outstanding
Overdue > 30d
—
— invoices at risk
Open Sales Orders
—
— open orders
Revenue MTD
—
— invoices this month

A/R Aging Breakdown

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Revenue & Order Detail

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Projects KPI Dashboard

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CONNECTED
Open Projects
—
— total active
Open Value
—
quoted price
Completed YTD
—
this year
New This Month
—
created MTD

Projects by SV Group

Rows: SV Group · Columns: Status × Time Window (MTD / QTD / YTD) based on CreatedDate
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Projects by Project Manager

Rows: Owner (PM) · Columns: Status × Time Window (MTD / QTD / YTD) based on CreatedDate
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20 Most Recent Open Projects

Sorted by CreatedDate DESC. Installation Date shown for context.
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