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AI·04I Am AI Solution

I Am AI Solution

AI-generated visual reporting that sits on top of Production and Lead Management, with filters by date, salesperson and branch, for unlimited users.

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Schedule a 15-minute Zoom demo · or call Kevin (714) 686-9913

AI·04 I Am AI Solution. Your numbers, finally clear.

Exclusively available to I Am Management Solution customers using our core applications. Shown with sample data.

Total contract sales, contracts sold, average contract value, active reps, branches, growth and the top salesperson and branch. Sample data.By contracts participated and by credited sales, where split credit is the contract amount divided by the assigned reps. Sample data.Sales, contracts and growth by branch, monthly sales stacked by branch, and each branch's share. Sample data.From Lead Management: total leads, appointments, sales, close rate, appointment rate and each rep's results. Sample data.Leads, appointments, sales, appointment rate and close rate for every lead source. Sample data.The lead status breakdown and a heat map of each rep's results by lead source. Sample data.

What’s included

See who's selling, which branches are growing and which lead sources pay off, without building a report. Split credit is calculated for deals with more than one rep.

  • Sales by salesperson and branch
  • Contract totals and transaction counts
  • Sales credit and split-credit allocation
  • Period comparisons and trends
  • Lead and dispatch statistics: close rate, appointment rate, lead sources
  • Interactive charts with filters by date, salesperson and branch
  • Unlimited users from Production and Lead Management
I Am AI Solution

Try Our AI Dashboard.

Explore the live dashboard with sample data: filter by salesperson or branch, switch to lead statistics. Nothing you do there changes anything.

Exclusively available to I Am Management Solution customers using our core applications. $78/month per company, unlimited users.

Try it Website

An evolving business intelligence platform, with additional reporting capabilities in development.

How it connects

Reads Lead Management and Production.

Exclusively available to customers using our core applications.

See the ecosystem

Watch

A walkthrough of the live dashboard on Zoom.

Let’s talk

A 15-minute Zoom with Kevin, on your questions and your numbers.

Ask about I Am AI Solution