Handi-Ramp · YR Rental Division

Sales Funnel Overview

Dec 2025 – Mar 2026  ·  Directional Contact Attribution & Revenue Analysis
📞
Top of Funnel
Contact Channel Attribution
How contacts linked to YR deals first came in · partial coverage · directional only
Contacts w/ Attribution
71
of contacts on open opps
Phone Inbound
42
59% of attributed
Chat
8
11% of attributed
Web Form
13
18% of attributed
Lead Comm Tool — Contacts on Open Opps
Phone - Inbound
42
Web Form
13
Chat
8
Not attributed
8
Source: Contact.Lead_Comm_Tool on contacts linked to open YR opps. Channel reflects how the contact first reached Handi-Ramp — not necessarily via a YR-specific number.
Lead Comm Tool — Contacts on Closed Orders
Phone - Inbound
9
Chat
1
Email
1
Not attributed
17
Source: Contact.Lead_Comm_Tool on contacts linked to initial rental SOs. Same caveat — channel is contact-level, not order-level.
Contacts convert to opportunities
📋
Middle of Funnel
Opportunities Created by Rep
All stages · Deals where Deal Name contains "YR Rental" · Quote-verified
Total Created
98
all stages
Closed Won
20
20% win rate
Open Pipeline
72
active
Open Pipeline Value
$439K
open only
Opportunities Created by Month
Dec 2025
15
Jan 2026
20
Feb 2026
31
Mar 2026
32
Breakdown by Rep
Mark Larson
32 created
7 won
24 open
Bill Dorn
30 created
5 won
21 open
John Rodriguez
17 created
6 won
11 open
Chris Hamilton
12 created
1 won
10 open
Bill Klaus
10 created
1 won
9 open
Alex Disch
1 created
1 open
Won opportunities convert to rental orders
Bottom of Funnel
Initial Rental Orders Signed
Sales Orders · Rental_Order_Type = Initial Order · Dec 2025–Mar 2026
Orders Signed
30
initial rentals
Gross Revenue
$119,505
initial order value
Avg Order
$3,984
per rental
Contacts Attributed
13
of 30 orders
Orders by Month
Dec 2025
10
Jan 2026
5
Feb 2026
8
Mar 2026
7
Lead Source — Closed Orders
Phone - Inbound
9
Chat
1
Email
1
Other / Unknown
17
57% of orders have no linked contact with a channel set in CRM — attribution gap, not confirmed untracked.
Data: Zoho CRM · CallRail · SalesIQ  ·  Dec 2025–Mar 2026  ·  All Reports →