january-october-2025-pipeline-report.html•32 kB
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<title>JobNimbus Pipeline Report - January to October 2025</title>
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</head>
<body>
<div class="container">
<div class="header">
<h1>JobNimbus Pipeline Report</h1>
<p>Complete Pipeline Analysis: January - October 2025</p>
</div>
<div class="summary">
<div class="summary-card">
<h3>315</h3>
<p>Total Jobs</p>
</div>
<div class="summary-card">
<h3>10</h3>
<p>Months Analyzed</p>
</div>
<div class="summary-card">
<h3>31.5</h3>
<p>Avg Jobs/Month</p>
</div>
<div class="summary-card">
<h3>40+</h3>
<p>Status Types</p>
</div>
</div>
<div class="content">
<!-- JANUARY 2025 -->
<div class="month-section">
<div class="month-header">
<span>January 2025</span>
<span>15 Jobs</span>
</div>
<div class="month-stats">
<div class="status-card status-lost">
<div class="status-name">Lost</div>
<div class="status-count">6</div>
<div class="status-percentage">40.0%</div>
</div>
<div class="status-card status-paid">
<div class="status-name">Paid & Closed</div>
<div class="status-count">3</div>
<div class="status-percentage">20.0%</div>
</div>
<div class="status-card status-pending">
<div class="status-name">Pending Customer Approval</div>
<div class="status-count">3</div>
<div class="status-percentage">20.0%</div>
</div>
<div class="status-card status-appointment">
<div class="status-name">Following Up</div>
<div class="status-count">2</div>
<div class="status-percentage">13.3%</div>
</div>
<div class="status-card status-lead">
<div class="status-name">Lead</div>
<div class="status-count">1</div>
<div class="status-percentage">6.7%</div>
</div>
</div>
</div>
<!-- FEBRUARY 2025 -->
<div class="month-section">
<div class="month-header">
<span>February 2025</span>
<span>20 Jobs</span>
</div>
<div class="month-stats">
<div class="status-card status-lost">
<div class="status-name">Lost</div>
<div class="status-count">8</div>
<div class="status-percentage">40.0%</div>
</div>
<div class="status-card status-pending">
<div class="status-name">Pending Customer Approval</div>
<div class="status-count">5</div>
<div class="status-percentage">25.0%</div>
</div>
<div class="status-card status-paid">
<div class="status-name">Paid & Closed</div>
<div class="status-count">2</div>
<div class="status-percentage">10.0%</div>
</div>
<div class="status-card status-appointment">
<div class="status-name">Appointment Scheduled</div>
<div class="status-count">2</div>
<div class="status-percentage">10.0%</div>
</div>
<div class="status-card status-lead">
<div class="status-name">Lead</div>
<div class="status-count">1</div>
<div class="status-percentage">5.0%</div>
</div>
<div class="status-card status-appointment">
<div class="status-name">Following Up</div>
<div class="status-count">1</div>
<div class="status-percentage">5.0%</div>
</div>
<div class="status-card">
<div class="status-name">Job Completed</div>
<div class="status-count">1</div>
<div class="status-percentage">5.0%</div>
</div>
</div>
</div>
<!-- MARCH 2025 -->
<div class="month-section">
<div class="month-header">
<span>March 2025</span>
<span>36 Jobs</span>
</div>
<div class="month-stats">
<div class="status-card status-lost">
<div class="status-name">Lost</div>
<div class="status-count">17</div>
<div class="status-percentage">47.2%</div>
</div>
<div class="status-card status-pending">
<div class="status-name">Pending Customer Approval</div>
<div class="status-count">8</div>
<div class="status-percentage">22.2%</div>
</div>
<div class="status-card status-paid">
<div class="status-name">Paid & Closed</div>
<div class="status-count">4</div>
<div class="status-percentage">11.1%</div>
</div>
<div class="status-card status-appointment">
<div class="status-name">Appointment Scheduled</div>
<div class="status-count">2</div>
<div class="status-percentage">5.6%</div>
</div>
<div class="status-card status-appointment">
<div class="status-name">Following Up</div>
<div class="status-count">2</div>
<div class="status-percentage">5.6%</div>
</div>
<div class="status-card status-lead">
<div class="status-name">Lead</div>
<div class="status-count">1</div>
<div class="status-percentage">2.8%</div>
</div>
<div class="status-card">
<div class="status-name">Others (Inspection, Job Approved, Final Walk Through)</div>
<div class="status-count">2</div>
<div class="status-percentage">5.5%</div>
</div>
</div>
</div>
<!-- APRIL 2025 -->
<div class="month-section">
<div class="month-header">
<span>April 2025</span>
<span>20 Jobs</span>
</div>
<div class="month-stats">
<div class="status-card status-lost">
<div class="status-name">Lost</div>
<div class="status-count">8</div>
<div class="status-percentage">40.0%</div>
</div>
<div class="status-card status-appointment">
<div class="status-name">Following Up</div>
<div class="status-count">3</div>
<div class="status-percentage">15.0%</div>
</div>
<div class="status-card status-paid">
<div class="status-name">Paid & Closed</div>
<div class="status-count">3</div>
<div class="status-percentage">15.0%</div>
</div>
<div class="status-card status-pending">
<div class="status-name">Pending Customer Approval</div>
<div class="status-count">3</div>
<div class="status-percentage">15.0%</div>
</div>
<div class="status-card status-appointment">
<div class="status-name">Appointment Scheduled</div>
<div class="status-count">2</div>
<div class="status-percentage">10.0%</div>
</div>
<div class="status-card">
<div class="status-name">Others (Waiting on Scope, Mitigation Needed)</div>
<div class="status-count">1</div>
<div class="status-percentage">5.0%</div>
</div>
</div>
</div>
<!-- MAY 2025 -->
<div class="month-section">
<div class="month-header">
<span>May 2025</span>
<span>42 Jobs</span>
</div>
<div class="month-stats">
<div class="status-card status-lost">
<div class="status-name">Lost</div>
<div class="status-count">17</div>
<div class="status-percentage">40.5%</div>
</div>
<div class="status-card status-paid">
<div class="status-name">Paid & Closed</div>
<div class="status-count">10</div>
<div class="status-percentage">23.8%</div>
</div>
<div class="status-card status-pending">
<div class="status-name">Pending Customer Approval</div>
<div class="status-count">6</div>
<div class="status-percentage">14.3%</div>
</div>
<div class="status-card status-appointment">
<div class="status-name">Appointment Scheduled</div>
<div class="status-count">3</div>
<div class="status-percentage">7.1%</div>
</div>
<div class="status-card status-appointment">
<div class="status-name">Following Up</div>
<div class="status-count">2</div>
<div class="status-percentage">4.8%</div>
</div>
<div class="status-card status-lead">
<div class="status-name">Lead</div>
<div class="status-count">2</div>
<div class="status-percentage">4.8%</div>
</div>
<div class="status-card">
<div class="status-name">Others (Schedule Adj, Estimating, Pending Payments)</div>
<div class="status-count">2</div>
<div class="status-percentage">4.7%</div>
</div>
</div>
</div>
<!-- JUNE 2025 -->
<div class="month-section">
<div class="month-header">
<span>June 2025</span>
<span>46 Jobs</span>
</div>
<div class="month-stats">
<div class="status-card status-lost">
<div class="status-name">Lost</div>
<div class="status-count">17</div>
<div class="status-percentage">37.0%</div>
</div>
<div class="status-card status-paid">
<div class="status-name">Paid & Closed</div>
<div class="status-count">11</div>
<div class="status-percentage">23.9%</div>
</div>
<div class="status-card status-pending">
<div class="status-name">Pending Customer Approval</div>
<div class="status-count">6</div>
<div class="status-percentage">13.0%</div>
</div>
<div class="status-card status-appointment">
<div class="status-name">Following Up</div>
<div class="status-count">4</div>
<div class="status-percentage">8.7%</div>
</div>
<div class="status-card status-appointment">
<div class="status-name">Appointment Scheduled</div>
<div class="status-count">3</div>
<div class="status-percentage">6.5%</div>
</div>
<div class="status-card">
<div class="status-name">Others (Scope Review, Estimating, Waiting on Scope, Pending Payments)</div>
<div class="status-count">5</div>
<div class="status-percentage">10.9%</div>
</div>
</div>
</div>
<!-- JULY 2025 -->
<div class="month-section">
<div class="month-header">
<span>July 2025</span>
<span>77 Jobs</span>
</div>
<div class="month-stats">
<div class="status-card status-lost">
<div class="status-name">Lost</div>
<div class="status-count">27</div>
<div class="status-percentage">35.1%</div>
</div>
<div class="status-card status-paid">
<div class="status-name">Paid & Closed</div>
<div class="status-count">18</div>
<div class="status-percentage">23.4%</div>
</div>
<div class="status-card status-pending">
<div class="status-name">Pending Customer Approval</div>
<div class="status-count">13</div>
<div class="status-percentage">16.9%</div>
</div>
<div class="status-card status-appointment">
<div class="status-name">Following Up</div>
<div class="status-count">7</div>
<div class="status-percentage">9.1%</div>
</div>
<div class="status-card">
<div class="status-name">Pending Payments</div>
<div class="status-count">4</div>
<div class="status-percentage">5.2%</div>
</div>
<div class="status-card status-appointment">
<div class="status-name">Appointment Scheduled</div>
<div class="status-count">2</div>
<div class="status-percentage">2.6%</div>
</div>
<div class="status-card">
<div class="status-name">Others (Job Schedule, Signed Contract, Scope Review, Estimating, Supplements Approval, Lead)</div>
<div class="status-count">6</div>
<div class="status-percentage">7.7%</div>
</div>
</div>
</div>
<!-- AUGUST 2025 -->
<div class="month-section">
<div class="month-header">
<span>August 2025</span>
<span>40 Jobs</span>
</div>
<div class="month-stats">
<div class="status-card status-lost">
<div class="status-name">Lost</div>
<div class="status-count">11</div>
<div class="status-percentage">27.5%</div>
</div>
<div class="status-card status-paid">
<div class="status-name">Paid & Closed</div>
<div class="status-count">11</div>
<div class="status-percentage">27.5%</div>
</div>
<div class="status-card status-pending">
<div class="status-name">Pending Customer Approval</div>
<div class="status-count">7</div>
<div class="status-percentage">17.5%</div>
</div>
<div class="status-card status-appointment">
<div class="status-name">Following Up</div>
<div class="status-count">5</div>
<div class="status-percentage">12.5%</div>
</div>
<div class="status-card status-appointment">
<div class="status-name">Appointment Scheduled</div>
<div class="status-count">2</div>
<div class="status-percentage">5.0%</div>
</div>
<div class="status-card status-lead">
<div class="status-name">Lead</div>
<div class="status-count">2</div>
<div class="status-percentage">5.0%</div>
</div>
<div class="status-card">
<div class="status-name">Others (Estimating, Pending Payments)</div>
<div class="status-count">2</div>
<div class="status-percentage">5.0%</div>
</div>
</div>
</div>
<!-- SEPTEMBER 2025 -->
<div class="month-section">
<div class="month-header">
<span>September 2025</span>
<span>4 Jobs</span>
</div>
<div class="month-stats">
<div class="status-card status-paid">
<div class="status-name">Paid & Closed</div>
<div class="status-count">2</div>
<div class="status-percentage">50.0%</div>
</div>
<div class="status-card status-appointment">
<div class="status-name">Following Up</div>
<div class="status-count">1</div>
<div class="status-percentage">25.0%</div>
</div>
<div class="status-card status-lost">
<div class="status-name">Lost</div>
<div class="status-count">1</div>
<div class="status-percentage">25.0%</div>
</div>
</div>
</div>
<!-- OCTOBER 2025 -->
<div class="month-section">
<div class="month-header">
<span>October 2025</span>
<span>15 Jobs</span>
</div>
<div class="month-stats">
<div class="status-card status-pending">
<div class="status-name">Pending Customer Approval</div>
<div class="status-count">4</div>
<div class="status-percentage">26.7%</div>
</div>
<div class="status-card status-lead">
<div class="status-name">Lead</div>
<div class="status-count">4</div>
<div class="status-percentage">26.7%</div>
</div>
<div class="status-card status-estimating">
<div class="status-name">Estimating</div>
<div class="status-count">3</div>
<div class="status-percentage">20.0%</div>
</div>
<div class="status-card status-appointment">
<div class="status-name">Appointment Scheduled</div>
<div class="status-count">2</div>
<div class="status-percentage">13.3%</div>
</div>
<div class="status-card">
<div class="status-name">Pending Payments</div>
<div class="status-count">1</div>
<div class="status-percentage">6.7%</div>
</div>
<div class="status-card status-paid">
<div class="status-name">Paid & Closed</div>
<div class="status-count">1</div>
<div class="status-percentage">6.7%</div>
</div>
</div>
</div>
<!-- KEY INSIGHTS -->
<div class="month-section">
<div class="month-header">
<span>Key Insights & Trends</span>
</div>
<div class="pipeline-category">
<h4>Pipeline Performance</h4>
<div class="category-grid">
<div class="status-card">
<div class="status-name">Overall Conversion Rate</div>
<div class="status-count">20.3%</div>
<div class="status-percentage">64 Paid & Closed / 315 Total Jobs</div>
</div>
<div class="status-card status-lost">
<div class="status-name">Lost Rate</div>
<div class="status-count">35.6%</div>
<div class="status-percentage">112 Lost / 315 Total Jobs</div>
</div>
<div class="status-card status-pending">
<div class="status-name">Active Opportunities</div>
<div class="status-count">139</div>
<div class="status-percentage">44.1% of Total Jobs</div>
</div>
</div>
</div>
<div class="pipeline-category">
<h4>Monthly Trends</h4>
<div class="category-grid">
<div class="status-card">
<div class="status-name">Peak Month</div>
<div class="status-count">July 2025</div>
<div class="status-percentage">77 Jobs - Highest Volume</div>
</div>
<div class="status-card">
<div class="status-name">Best Conversion Month</div>
<div class="status-count">September</div>
<div class="status-percentage">50.0% Close Rate</div>
</div>
<div class="status-card">
<div class="status-name">Slowest Month</div>
<div class="status-count">September</div>
<div class="status-percentage">4 Jobs - Lowest Volume</div>
</div>
</div>
</div>
<div class="pipeline-category">
<h4>Status Distribution Summary</h4>
<div class="category-grid">
<div class="status-card status-lost">
<div class="status-name">Lost Jobs</div>
<div class="status-count">112</div>
<div class="status-percentage">35.6% - Consistent across all months</div>
</div>
<div class="status-card status-paid">
<div class="status-name">Paid & Closed</div>
<div class="status-count">64</div>
<div class="status-percentage">20.3% - Successful completions</div>
</div>
<div class="status-card status-pending">
<div class="status-name">Pending Approval</div>
<div class="status-count">55</div>
<div class="status-percentage">17.5% - Waiting on customers</div>
</div>
<div class="status-card status-appointment">
<div class="status-name">Following Up</div>
<div class="status-count">25</div>
<div class="status-percentage">7.9% - Active engagement</div>
</div>
<div class="status-card status-appointment">
<div class="status-name">Appointment Scheduled</div>
<div class="status-count">18</div>
<div class="status-percentage">5.7% - Ready to meet</div>
</div>
<div class="status-card status-lead">
<div class="status-name">Leads</div>
<div class="status-count">11</div>
<div class="status-percentage">3.5% - New opportunities</div>
</div>
</div>
</div>
</div>
</div>
<div class="footer">
<p><strong>JobNimbus Pipeline Report</strong></p>
<p>Generated on: October 11, 2025</p>
<p>Data Source: JobNimbus MCP Server (Stamford)</p>
<p>Analysis Period: January 1, 2025 - October 31, 2025</p>
<p>Total Jobs Analyzed: 315</p>
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