ordersource
First Name
*
Last Name
*
Phone
*
Email
*
Please enter any other emails to include in communications
Referral Code (if applicable)
Company Name
*
Sales structure
*
Most sales take <6 months to fulfill (upload last 12 months of data)
Most sales take >6 months to fulfill (upload last 2 or 3 years of data)
For long sales cycles (like construction), a longer time frame is more meaningful.
Profit and Loss Detail
*
Transaction-level P&L. For example, QuickBooks "Profit and Loss Detail Report" or NetSuite "Income Statement Detail Report"
Sales Detail Report
*
Export a table of all Invoices/Orders/Jobs for this time period from your billing system.
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