Financial
Sales
Relationships
ROI by Trade Show
Expenses by Category
Create, edit, or archive the shows your team attends.
| Show | Location | Date | Type | Assigned Reps | Spend | Revenue | ROI | Status | Actions |
|---|
Per-rep, per-show costs. Totals roll up automatically.
| Rep | Show | Airfare | Car | Hotel | Meals | Ent. | Booth | Freight | Mktg | Other | Total | Actions |
|---|
Every lead you met, with quotes and revenue tracked through to ROI.
Lead Quality Mix
Customer Engagement
| Lead / Company | Show | Rep | Status | Quotes | Revenue | Allocated Cost | Net | ROI | Actions |
|---|
Existing clients your team met with at each show — log every touchpoint.
| Client / Company | Show | Rep | Touchpoint | Notes | Actions |
|---|
From identified opportunity through proposal submitted.
Sales Funnel
| Rep | Show | Opps | Quotes Req. | Quotes Sent | Follow-ups | Demos | Proposals | Actions |
|---|
Loads booked and gross profit vs. show spend — by show, by rep, and combined.
Gross Profit vs. Show Spend
Gold = margin we booked · Navy = what the show cost us| Trade Show | Loads | Gross Profit | Show Spend | Net Margin | GP / Load | Margin ROI | Status |
|---|
| Rep | Loads | Gross Profit | Show Spend | Net Margin | GP / Load | Margin ROI | Status |
|---|
| Rep | Show | Loads | Closed | Pending | Pipeline | Gross Profit | 12-Mo Value | Actions |
|---|
A full per-show & per-rep ROI briefing for the current filter selection. Export it to share or file.
Every chart respects the filters in the top bar.
Expenses by Category
Revenue by Trade Show
ROI by Trade Show
ROI by Salesperson
Leads vs Opportunities
Pipeline Value by Show
Revenue Trend Over Time
Users
| Name | Role | Status | Actions |
|---|
Data Management
Export for analysis, or back up and restore your full dataset.
Storage & Future Backend
Data currently lives in this browser's local storage. All reads and writes go through a single
DataStore layer in app.js, so you can point it at MySQL, PostgreSQL,
Microsoft SQL Server, Airtable, or Supabase later without touching the interface code.