Sales reporting for distributors & contractors · SE Michigan
alex@dreamgeniestudio.com dreamgeniestudio.com
By Friday you should know which quotes are real and which ones are theater.
We build the one-page forecast pack off the system you already own — so the Friday call starts from a number instead of a negotiation. No CRM rip-out. No dashboard nobody trusts. Just a Friday Number the room can actually use.
Bookings against plan
Month by month, actual versus what you said you'd do.
Real pipeline by stage
Dollars and deal counts, quoted through verbal.
Quotes sitting too long
No next step in 14 days turns red. Who owns the stall.
This is not a CRM replacement and not an ERP project.Nothing gets ripped out, nobody sits in a workshop, and you don't buy new software. We work from your export.
What we need from you
A read-only login or a CSV export, twelve months of opportunities, and your owner names. One 45-minute call at the start, one at the readout. That's the whole ask.
What you keep if you walk away
Everything. The written findings, the dashboard file, the cleaned data, and the rules behind the flags. It lives in your account, not ours. No hostage software.
Two-week audit
Ten business days. We go through your pipeline data and how your people actually work, then hand you a written readout and the four-card page built on your real numbers. Credited in full against the build if you go ahead within 30 days.
DreamGenie Studio builds Friday Number packs for distributor and contractor sales teams in SE Michigan. We work from the system you already own — no CRM rip-out, no workshop theater. The readout and rules live in your account.
See the page before you book a call.
Two-minute look at a sample built for a distributor like yours. The numbers on it are invented — it's there to show you the layout, not to impress you.