成交总额
¥46.1万
成交 165单 · 毛利率 22.4%
实际毛利润
¥10.3万
卖¥46.1万 - 买¥35.8万
柒象业绩总看板 — 2026年
数据来源: 企业微信CRM · 询盘和订单管理
📈 业绩进展 — 销售额
4KNov
24KDec
39KJan
30KFeb
69KMar
46KApr
82KMay
167KJun
成交额(卖¥)
💰 业绩进展 — 毛利润
1.0KNov
2.5KDec
6.6KJan
5.0KFeb
14.4KMar
10.0KApr
19.8KMay
44.1KJun
毛利额(卖¥)
🎯 本周行动清单
Peter: 敲定40FCL条款和价格
~$120K/年荷兰DDP · 佣金结构待定
墨加供应链: 紧急更新墨西哥报价
墨西哥报价6月6日过期 — 尽快获取新费率
SOVRN: 下单转整柜扩量
$12K LCL已完成 · 谈下一单FCL
物友美线续谈 (6月18日到期)
美线海运/空运续约谈判
Frank: 冷邮模板审核或转型
1.5个月无产出 — 修订模板或调整策略
👥 活跃客户健康度
🟢
SOVRN
✓ 已成交
LCL美国DDP · 电子烟
$12K 已开票
⬆ 机会: 下单转FCL
🟡
Peter (NL)
✓ 已成交
40FCL荷兰DDP · 代理渠道
~$120K/年潜力
⏳ 待定: 集货中(~Jun 30)
🔵
Inbound线索池
自动漏斗
FB+LinkedIn社媒获客
TBD — 培育中
🔄 持续监控互动数据
📊 货代报价健康度
加载中…
👤 团队简报
Frank
需关注
冷邮1.5月无产出 · 需审核
Bonnie
正常
内容产出稳定 · 审核质量中
Sophia
良好
入职第4周 · 进展顺利
📦 已售服务排行
| # | 服务类型 | 客户 | 销售额 | 毛利 | 状态 |
|---|---|---|---|---|---|
| Loading... | |||||
🎯 FY2026 年度使命与目标
GP 目标
¥1.07M
当前完成
¥103K
9.7%
H2 目标
¥689K
双轨策略直接客户 70% · 商业代理 30%
当前 3 人
📅 7月 招销售#4
📅 9月 招销售#5
📅 11月 招销售#6
📆 本月计划 — 2026年6月
本月 GP 目标
¥15,000
Pipeline建设 · 代理轨测试
核心重点
- 广交会春名单 → 50封冷邮
- Peter NL DDP 合同敲定 (~$120K/年)
- SOVRN LCL → FCL 转型跟进
- 物友美线续谈 (expires Jun 18)
招聘进度
- JD 准备（家具/电子方向）
- 渠道：Boss直聘 / 猎聘 / 内推
- 目标：7月初入职 #4
📅 Week 23 | Jun 2 – Jun 8, 2026
6月目标
¥150K
当前毛利润
¥43,707
已完成 29.1%
当前销售额
¥166,949
11单已成交
H2 目标
¥1M
Quote App Production Launch
Sales tool — faster quotes = more closes
✓ Live
7/9 done (78%)
✓
P0 zoneMap CA/MX mapping fix
Done✓
getAirZone caMap expansion
Done✓
LCL null container crash fix
Done✓
PDF export (English forced)
Done✓
EXPRESS fallback marking
Done✓
Deployed to Cloudflare Pages
Done✓
Data integrity validation passed
Done~
Team training on App + PDF delivery
This WeekMonitor price data expiry dates
OngoingSOVRN Account — LCL US DDP
Vape/e-cig · long-term FCL potential · ~$60K/yr
⚠ Active
2/5 done (40%)
✓
Maintain LCL US DDP pricing competitiveness
Done✓
Build vape category expertise positioning
Done~
Cross-sell: upsell to FCL once volume scales
This WeekTrack shipment performance for case study
OngoingReview DDP tariff engineering for vape HTS codes
PendingPeter / Netherlands Affiliate Channel
40FCL NL DDP · referral network · ~$120K/yr
Pipeline
1/5 done (20%)
✓
Initial terms discussion with Peter
Done~
Negotiate 40FCL NL DDP terms and pricing
OverdueStructure affiliate commission/referral agreement
This WeekCreate affiliate resource kit (rate cards, lead form)
PendingSet up CRM tracking for affiliate-sourced leads
PendingInbound Lead Generation
Daily FB + LinkedIn · Weekly brand video
✓ Automated
Auto-running
✓
Daily Facebook post automation configured
Done✓
Daily LinkedIn post automation configured
Done✓
Weekly brand video pipeline set up
Done✓
Theme rotation defined (DDP, Indemnity, Pre-Clearance)
Done~
This week video: Customs Valuation Indemnity
This WeekMonitor engagement metrics weekly
OngoingWebsite Redesign + AI Chatbot
sevensailslogistics.com · conversion optimization
Planning
1/6 done (17%)
✓
Review current website conversion gaps
Done~
Design new page layouts (Home, Services, About, Contact)
This WeekIntegrate AI chatbot (OpenAI/DeepSeek LLM)
PendingConfigure GA4 analytics in test mode
PendingDeploy staging at sevensails-logistics.pages.dev
PendingCustom domain binding after QA approval
PendingSales Team Performance
Frank, Bonnie, Sophia · output tracking
Active
2/6 done (33%)
✓
Weekly 1:1 cadence established
Done✓
Quote App training scheduled for all reps
Done!
Frank cold email review — 1.5mo no results
Action Needed~
Bonnie content quality scoring review
This WeekSophia onboarding output review
OngoingAlign outreach with 4PL positioning
Pending招聘销售#4 — Phase 2 扩张
Q3 招聘 · 家具/电子方向 · 目标7月初入职
P0 This Week
0/5 done (0%)
撰写JD（家具/电子产品国际物流销售）
This WeekBoss直聘 + 猎聘发布职位
Pending准备内推渠道（行业社群/LinkedIn）
Pending设计面试流程（电话初筛→案例测试→终面）
Pending目标: 6月底前发offer，7月初入职培训
Deadline: Jun 30Price Data & Competitive Intelligence
Weekly refresh & expiry monitoring
⚠ Attention
3/5 done (60%)
✓
物友空运 valid until Jun 22 confirmed
Done✓
柒象自提 valid until Jun 12 confirmed
Done✓
物友加拿大空运 valid until Jun 22 confirmed
Done!
墨加供应链 expires TODAY (Jun 4) — request updated pricing ASAP
URGENT~
Pre-negotiate 物友美线 renewal before Jun 18
This Week🎯 Active Opportunities
| Account | Service | Est. Annual Value | Stage | Probability | Action |
|---|---|---|---|---|---|
| SOVRN | LCL US DDP | $12K invoiced | ✓ Closed Won | 100% | Invoiced · WH received |
| Peter (NL) | 40FCL NL DDP | TBD (~Jun 30) | ✓ Closed Won | 100% | Consolidating · awaiting final quote |
| Inbound Leads | Multi-service | TBD | Auto-funnel | — | Monitor FB/LI |
📈 Conversion Funnel
Inbound Lead → First Contact35%
Quote Sent → Negotiation55%
Negotiation → Closed Won70%
🎯 This Week Targets (Jun 9–13)
Peter: Finalize 40FCL terms & pricing
~$120K/yr NL DDP · commission structure due
SOVRN: Upsell to FCL next shipment
$12K LCL done · volume scaling conversation
物友美线续谈 (expires Jun 18)
US ocean/air renewal negotiation
Frank: Cold email template review
1.5mo no results — revise or pivot strategy
墨加供应链: 紧急更新墨西哥报价
MX pricing expired Jun 6 — get new rates ASAP
📅 下周计划 | Jun 8 – Jun 14, 2026
招聘销售#4 — JD发布+渠道启动
Phase 2 扩张 · 家具/电子方向 · Boss直聘+猎聘
P0 本周
Peter: 敲定40FCL荷兰DDP合同
目标: 签约 ~$120K/年
Action Needed
SOVRN: 下单转FCL跟进
$12K LCL已完成 · 谈下一单整柜 (~$50K/yr)
Upsell
冷邮推广: 广交会春名单50封
直接客户轨(70%) · US FBA/DAP目标客户
Phase 2
商业代理网络拓展
代理轨(30%) · 长沙团队筹备前置
Q3 Prep
物友美线续谈 + 墨加MX更新
US expires Jun 18 · MX expired Jun 6
Urgent
App Version
v10-zone
quick-quote-v10-zone.html
Deploy Status
—
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Active Forwarders
—
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Data Freshness
—
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📊 Forwarder Pricing Data Status (auto-read from App CFG)
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🔗 Access & Deploy
Cloudflare Pages (Production)
57708d54.seven-sails-quote.pages.dev ↗Data Source
—
Token Status
✓ Verified👥 Sales Team (2026-05)
👨💼
Frank
Sales Rep
Tenure: 3 mo
👨💼
Bonnie
Sales Rep
Tenure: 2 mo
👨💼
Sophia
Sales Rep
Tenure: 2 mo
ĒC;
Nash · Mia
Departed
2026-03
🌐 App Coverage (auto-detected)
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⚡ Data Health Score (auto-calculated)
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🔧 Deploy Script Usage
# One-click deploy (token saved)
python cf_deploy.py
# Verify token
python cf_deploy.py --verify
# Save new token
python cf_deploy.py --token YOUR_TOKEN --save-token
# Get token: CF Dashboard → Profile → API Tokens
# Permission: Account → Pages → Edit
📋 Expiry Alerts (auto-calculated from CFG validUntil)
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👥 销售团队 — KPI 实时状态
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📋 本周任务
Loading task data...
🔗 CRM Connection Status
WeCom Integration
⚠ Authorization PendingAdmin QR scan completed. Message + Contacts API permissions need enabling in WeCom admin backend.
📥 Data Sources
☁ WeCom Smart Table — Pending auth
📧 IMAP Email Monitor — Config needed
📂 Local Pipeline Cache — Available
🎯 Active Opportunities (from Pipeline)
| Account | Service | Est. Annual Value | Stage | Probability | Next Action |
|---|---|---|---|---|---|
| SOVRN | LCL US DDP | $12K invoiced | ✓ Closed Won | 100% | Invoiced · 50% paid · WH received |
| Peter (NL) | 40FCL NL DDP | TBD (~Jun 30) | ✓ Closed Won | 100% | Consolidating · awaiting final quote |
| Inbound Leads | Multi-service | TBD | Auto-funnel | — | Monitor FB/LI |
👥 Contact Overview
Connect WeCom to view contact list
📈 Conversion Metrics
Data available after CRM integration
⚖ Service Margin Benchmarks
| Service | Avg GP/Unit | Volume Target | Contribution | Margin % |
|---|---|---|---|---|
| Core FCL Freight | ¥2,000/柜 | 270柜 | ¥540K | 28% |
| LCL / Consolidated | ¥350/CBM | 420CBM | ¥147K | 22% |
| Air Freight | ¥80/kg | 3,200kg | ¥256K | 15% |
| DDP Services | ¥150/shipment | 450票 | ¥67K | 35% |
| Warehousing | ¥40/CBM | 500CBM | ¥20K | 40% |
| TOTAL H2 Target | ¥1.03M | ~25% | ||
📊 Blended GP Analysis
FCL — ¥3K~5K/柜 blended55%
LCL — ¥350/CBM avg20%
Air — ¥80/kg (101KG+)15%
💰 Pricing Strategy
Core FCL: maintain ¥2K+/柜 GP
Primary revenue driver — 55% of total GP target
LCL: SOVRN deal closed — anchor client
$12K invoiced · upsell FCL for next shipment
🔥 Content Pipeline Status
Daily FB Posts
7/wk
Automated
Daily LI Posts
7/wk
Automated
Weekly Video
1/wk
Monday publish
Blog Articles
2/mo
SEO focused
📅 This Week's Theme
Customs Valuation Indemnity
Topic rotation: DDP compliance → Section 301 → CBP SH/9H → Pre-Clearance → Import Compliance Agreement
🤖 AI Content Agents
Facebook Post Agent
Daily automated posts — Active
Running
LinkedIn Post Agent
Daily automated posts — Active
Running
📊 Content Performance
FB Engagement Rate3.2%
LI Engagement Rate4.5%
Video Completion Rate28%
Goal: Inbound leads from content → 30% of pipeline by Q3
🎯 Conversion Goals
Quote Request CTAPrimary
Chatbot IntegrationPlanned
GA4 AnalyticsPending
Target: 2% visitor-to-quote conversion
📋 Website Redesign Roadmap
Review current conversion gaps
Completed — identified 5 critical issues
DoneDesign new page layouts
Home, Services, About, Contact pages
This WeekH2 GP Target
¥1M
FY2026 stretch goal
Current GP (Jun 5)
¥132K
12% of target · SOVRN + Peter closed
Pipeline Value
TBD
Peter final value ~ Jun 30
Closed Deals (Jun)
2
SOVRN $12K + Peter TBD
🎯 Marketing Funnel
Impressions (FB + LI)12K/mo
Website Visitors380/mo
Quote Requests18/mo
Closed Deals2/mo
Target funnel: 12K → 600 → 60 → 6 (monthly)
📡 Channel Mix
Organic Social (FB + LI)
Primary — daily automated posts
ActiveCold Email Outreach
Frank/Bonnie/Sophia — 70% direct client
ActiveSEO / Blog Content
2 articles/month — US import topics
ScalingPaid Ads (FB/LinkedIn)
Q3 pilot — $500/mo test budget
Planned📱 Quote App Features
- • US (7 zones) + CA (2) + MX (4)
- • (DDP/DAP/FOB/EXW/CIF)
- • PDF export (bilingual)
- • FBA warehouse auto-mapping
📜 Recent Updates
v10 Zone Edition deployed
Zone-based pricing for US/CA/MX — Cloudflare Pages
DonePDF export (bilingual)
A4 format with header, comparison table, remarks
DoneMexico pricing added
GDL/MEX/MTY/TIJ via 墨加供应链
DoneTeam training scheduled
Frank, Bonnie, Sophia — App + PDF delivery
This WeekLoading performance data...