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Goal progress
$0
0% complete
Win-backs New business
0%
ACCSES NJ New Business Tracker
Won $ (counts)$0
Open pipeline $$0
Lost bids $$0
Open leads0
Won deals0
Lost deals0
Win rate–won ÷ (won + lost)
Needed per month–
Created
0 selectedDeleted items go to the Change Log and can be restored by an admin.
Agency / company
Owner
Product / service
Stage
$ Amount
Prob.
Goal
Next follow-up
Exp. close
Created
PO #
0 selectedPeople stay in the CRM; they just lose the link to a deleted company. Deletions can be restored by an admin.
Parent company
Division
Address
City / state
County
Customer type
Frequency
Owner
Last check-in
Next visit due
People
Notes
0 selectedDeletions go to the Change Log and can be restored by an admin.
Full name
Parent company
Division
Title
Email
Phone
County
Last check-in
User created
Date created
Notes
You can only check in while you're at the customer's location. Tap the button above and allow location access.
Check-in type
Who did you meet? (optional)
Note (optional)
My recent check-ins
From
Won / created between
Won $ by month vs. pace needed
Won $ by owner
Leads by owner
Won $ by product / service (wins that count toward the goal)
Open pipeline $ by stage
Won $ by sector (wins that count toward the goal)
Won $: recurring vs. one-time · win-back vs. new
RowsShowColumns
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Sales by year
Sales by month, year over year
Sales by SKU item
Sales by customer type
Top 20 customers
Top departments
Fading customers: this year vs. last year, same months (calendar Jan–latest month loaded; biggest drops first — the win-back calls)
Growing customers: this year vs. last year, same months
Fromto
Every add, edit and delete (leads, companies, people, notes, check-ins, settings, users) is recorded automatically by the database. The log can't be edited or cleared.
When
Who
Category
Action
Subject
Details
Adding someone here gives them access to the tracker. Their sign-in itself (email + password) is created in Supabase under Authentication → Users. Never send passwords by email.
When
Who
Type
Company
People met
Note
Status
Date
Full name
Request title
Description
Tradeshow
Status
Entered by
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Goal
Check-in rules & reports
A check-in counts as on-site when the phone is within the radius plus its GPS accuracy (never more than the radius + the weakest GPS allowed). Anything farther is still recorded, but as an exception, and shows up on the blocked check-ins report.
Dropdown lists (one per line; users can only pick from these)
FiltersMonths
New lead
Account
Opportunity
Won / lost
Counts toward the goal?
Notes
History
Import sales history
New marketing request
Add person
Import leads
New company
Map pin (used for check-ins)
Date last check-in
Check-in dates
People at this company
Notes
Check-in type
Who did you meet? (optional)
History
New person
Tip: put notes on the company when they're about the account, so nothing is lost when someone retires.
