仪表盘
—
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
活跃线索
818
CRM管道中跟进
已成交单数
165
2026年成交 165单
待办任务
15
本周行动计划
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
4K
Nov
24K
Dec
39K
Jan
30K
Feb
69K
Mar
46K
Apr
82K
May
167K
Jun
成交额(卖¥)
💰 业绩进展 — 毛利润
1.0K
Nov
2.5K
Dec
6.6K
Jan
5.0K
Feb
14.4K
Mar
10.0K
Apr
19.8K
May
44.1K
Jun
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
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🎯 FY2026 年度使命与目标
GP 目标
¥1.07M
当前完成
¥103.4K
9.7%
H2 目标
¥689K
双轨策略直接客户 70% · 商业代理 30%
当前 3 人 + Peter (渠道) ⏸ 招聘暂停 (v2策略) 📅 8月 DDP Tiering 上线 📅 9月 复评招聘 (待¥1,374 GP验证)
📆 本月计划 — 2026年6月
本月 GP 目标
¥15,000
✓ 已完成 ¥40.7K (271%) · Peter渠道测试
核心重点 (v2)
  • P0: Peter佣金合同签约 (截止Jun 20)
  • P0: Jaulet FSR提案 + Jonathan White Glove报价
  • P0: SOVRN工厂推荐 (ALD/BAE/Smiss)
  • 电子烟ICP冷邮v4 A/B/C三轨启动
7月预测
  • ¥94,500 GP
  • Peter渠道: ~¥33K (20%首期)
  • Jaulet 40HQ: ~¥31K
  • Jonathan 40HQ: ~¥30.5K
📅 Week 25 | Jun 16 – Jun 20, 2026
6月目标
¥150K
当前毛利润
¥103,387
YTD 175 deals · 9.7% of target
当前销售额
¥166,949
11单已成交
H2 目标
¥1M
Q
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 Week
Monitor price data expiry dates
Ongoing
Owner: Nate · 57708d54.seven-sails-quote.pages.dev ↗
S
SOVRN 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 Week
Track shipment performance for case study
Ongoing
Review DDP tariff engineering for vape HTS codes
Pending
Owner: Nate · Stage: Active selling
P
Peter Commission Channel
Furniture DDP · FB/WhatsApp referral · 20%/12% split
⚠ Active
3/5 done (60%)
✓
Initial terms discussion with Peter — commission structure agreed
Done
✓
Jaulet 40HQ deal sourced via Peter — FSR proposal sent
Done
✓
Jonathan 40HQ White Glove deal sourced via Peter
Done
~
P0: Sign commission contract by Jun 20 (20% first 3 deals, 12% after)
This Week
Create affiliate resource kit (rate cards, lead form, FAQ)
Pending
Owner: Nate · Stage: 2 deals closing July (~¥61.5K GP) · Referrals flowing from FB/WhatsApp group
M
Inbound 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 Week
Monitor engagement metrics weekly
Ongoing
Owner: AI Automated · Frequency: Daily+Weekly Mon · 7 posts/wk + 1 video
W
Website 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 Week
Integrate AI chatbot (OpenAI/DeepSeek LLM)
Pending
Configure GA4 analytics in test mode
Pending
Deploy staging at sevensails-logistics.pages.dev
Pending
Custom domain binding after QA approval
Pending
Owner: Nate · Status: Staging config pending API key
T
Sales Team — v2 Strategy Roles
Frank: Peter Furniture · Bonnie: Vape #1 · Sophie: WCA+Auto
Active
3/6 done (50%)
✓
Frank → Furniture via Peter Channel: Jaulet + Jonathan deals in pipeline
Done
✓
Bonnie → Vape/Electronics (#1 ICP): SOVRN account + vape cold outreach v4
Done
✓
Sophie → Auto Parts + WCA Agents: WCA filtering + agent outreach
Done
~
Frank: Finalize Jaulet FSR quote + Jonathan White Glove proposal
This Week
~
Bonnie: Vape prospect list (10 brands) + cold email A-track send
This Week
Sophie: WCA top-20 agent filter + A/B email template draft
Pending
Owner: Nate · v2 Strategy: Vape priority #1, Peter channel, WCA agents, DDP tiering
H
团队扩张 — v2 策略调整
暂停销售招聘 · 优先证明¥1,374混合GP · 首招海关经纪
⏸ Paused
On hold
✓
Strategy v2 decision: No sales hire at ¥690 blended GP (guaranteed loss)
Done
✓
First hire = Licensed US Customs Broker (not salesperson)
Done
~
DDP Tiering launch (Aug) must prove ¥1,374 blended GP first
Aug Milestone
Peter channel (20%/12%) = hiring alternative — outsourced sales
Pending
WCA agent network = second outsourcing layer (13K+ members)
Pending
Re-evaluate headcount after Q3 (Sep) — depends on DDP tiering results
Sep Review
Owner: Nate · Status: PAUSED per strategy v2 — Current team of 3 + Peter + WCA agents = sufficient coverage until ¥1,374 GP proven
$
Price 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
Owner: Nate · Auto-check: Every Monday 08:00 · URGENT: Mexico pricing expired today
📅 下周重点 — Week 25 (Jun 16–20)
P0 — 必须完成
  • Peter 佣金合同签约 (截止 Jun 20) — 20%/12% 分成结构
  • Jaulet FSR 提案发送 — 反制越南转运风险，保住7月40HQ
  • Jonathan 家具 DDP 报价 — 40HQ White Glove 方案定稿
  • SOVRN 工厂推荐 — ALD/BAE/Smiss/Keystone 短list给客户
P1 — 重点推进
  • WCA 代理冷邮 A/B 测试 (目标20个代理) — Sophie 主责
  • DDP Tiering Gold/Silver/Bronze 定价表初稿
  • 电子烟 ICP 深挖：10个新 vape 品牌方 cold outreach — Bonnie
  • Peter Facebook/WhatsApp 群跟进家具买家 referral
  • Mission Control 数据更新 + 团队 War Room (Fri 16:00)
P2 — 持续推进
  • 社媒自动化：每日 FB/LinkedIn 帖子 + AI 配图 (已配置)
  • Newsbuddy 物流新闻简报 (每日自动生成 .docx)
  • 报价 App E2E 测试 (Playwright 脚本覆盖)
  • 网站 SEO 内容更新 (Section 301 / CBP 合规话题)
  • SOVRN 货物到港跟踪 (预计2周内抵达 US)
📊 周 GP 目标
  • Week 25 目标: ¥15,000 (Peter 首单预收 + SOVRN 尾款)
  • 7月预测: ¥94,500 (Peter ¥33K + Jaulet ¥31K + Jonathan ¥30.5K)
  • H2 累计目标: ¥689K
  • 当前达成: ¥103.4K (9.7% of ¥1.066M)
🎯 活跃商机
客户服务预估产值阶段概率下一步
Jaulet40HQ DDP US (Furniture)¥31,000 GP✓ FSR Proposal90% Quote sent · 反制越南转运方案
Jonathan40HQ White Glove DDP¥30,500 GP✓ 报价中85% White Glove方案定稿 · 7月出货
SOVRNLCL US DDP (Vape)¥34,923 GP✓ 已出货100% 货物在途 · 2周内到港 · 客户8月访华
Peter (渠道)Furniture DDP Referrals~¥33,000 GP⚠ 签约80% 佣金合同签约 (截止Jun 20) · 20%/12% split
WCA 代理Multi-service DDPTBD冷邮测试10% Sophie: Top-20筛选 + A/B模板发送
Vape 品牌方 (ICP #1)LCL/FCL DDPTBD冷邮v4 A轨5% Bonnie: 10个品牌方 outreach
Pipeline: 22 活跃商机 总预估GP: ¥104.8K 7月预测: ¥94.5K H2 目标: ¥689K
📈 转化分析
Peter 渠道: 3 referrals → 2 报价 → 预计2单成交67%
WCA 冷邮: 20发送 → 预计5回复 → 1-2报价25%
Vape ICP 冷邮: 10发送 → 预计3回复 → 1报价10%
DDP Tiering 定价: 上线 → 混合GP ¥690→¥1,3748月目标
🎯 本周目标 (06/16–06/20)
P0: Peter 佣金合同签约
20%/12% commission structure · 截止日期 Jun 20
P0: Jaulet FSR 提案 + Jonathan Glove报价
Furniture 40HQ DDP · 反制越南转运 · 7月交货
P0: SOVRN 工厂推荐发送
ALD/BAE/Smiss/Keystone 短名单 · 客户8月访华
Bonnie: Vape 冷邮 v4 A轨发送 (10个品牌方)
电子烟 ICP #1 · DDP + CPIC 保险差异化
Sophie: WCA 代理筛选 Top-20 + A/B 模板
13K+ WCA 会员 · 大件家具 + White Glove 定位
DDP Tiering Gold/Silver/Bronze 定价初稿
目标: ¥1,374 混合 GP · 8月上线
📅 下周计划 | 06/16 – 06/22
W
WCA Agent Outreach 启动
Top-20 代理发送 · A/B 测试冷邮模板
Sophie 负责
P
Peter 佣金合同签约 (P0)
20%/12%结构 · FB/WhatsApp家具群引流
Deadline Jun 20
V
电子烟 ICP 冷邮 v4 (A轨)
10品牌方 · DDP+CPIC差异化 · CBP合规
Bonnie 负责
T
DDP Tiering 定价设计
Gold/Silver/Bronze · ¥690→¥1,374 GP
8月上线
F
家具渠道 FSR 差异化推广
Jaulet/Jonathan案例 · Peter渠道专属方案
Frank 负责
C
社媒内容自动化持续运行
FB/LinkedIn 每日发帖 · 品牌视频 · SEO内容
已配置
👥 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 Pending
Admin 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)
AccountServiceEst. Annual ValueStageProbabilityNext Action
SOVRNLCL US DDP$12K invoiced✓ Closed Won100%Invoiced · 50% paid · WH received
Peter (NL)40FCL NL DDPTBD (~Jun 30)✓ Closed Won100%Consolidating · awaiting final quote
Inbound LeadsMulti-serviceTBDAuto-funnel—Monitor FB/LI
👥 Contact Overview
Connect WeCom to view contact list
📈 Conversion Metrics
Data available after CRM integration
⚖ Service Margin Benchmarks
ServiceAvg GP/UnitVolume TargetContributionMargin %
Core FCL Freight¥2,000/柜270柜¥540K28%
LCL / Consolidated¥350/CBM420CBM¥147K22%
Air Freight¥80/kg3,200kg¥256K15%
DDP Services¥150/shipment450票¥67K35%
Warehousing¥40/CBM500CBM¥20K40%
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
🌐 sevensailslogistics.com
Status
✓ Live
Staging (CF Pages)
ffcff5f3.sevensails-logistics.pages.dev ↗
Production
www.sevensailslogistics.com ↗⚠ DNS未配置
🎯 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
Done
Design new page layouts
Home, Services, About, Contact pages
This Week
H2 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
Active
Cold Email Outreach
Frank/Bonnie/Sophia — 70% direct client
Active
SEO / Blog Content
2 articles/month — US import topics
Scaling
Paid 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
Done
PDF export (bilingual)
A4 format with header, comparison table, remarks
Done
Mexico pricing added
GDL/MEX/MTY/TIJ via 墨加供应链
Done
Team training scheduled
Frank, Bonnie, Sophia — App + PDF delivery
This Week
📊 Forwarder Pricing Data Status
Exchange Rate
1 USD = 7.24 CNY
Source: Bank of China
Forwarders Active
2
Wuyou + Qixiang Self-collect
Last Price Update
2026-06-18
Valid until date shown
Destinations Covered
7
US 5 + CA 2 ports
📋 CRM Data Sync (WeCom)
Mission Control pipeline sheet
23 sub-tables · Real-time sync via WeCom Connector
Synced
Margin Benchmark data
By service line x destination country · Auto-refresh
Synced
Admin QR authorization
Pending scan for full admin access to WeCom smart sheets
Pending
📰 NewsBuddy Monitor
Daily news brief (.docx)
6 industries: Oversized, Furniture, Vape, Auto Parts, Battery/DG, 3C Electronics (China to NA)
Active
Last run: 2026-06-05 10:30 CST
4 items found, 4 high-impact · Brief saved to Tencent Docs
Done
Next scheduled run pending
Automation paused · Needs reconfiguration after MC v5.3 update
Fix
📧 Email Monitoring (IMAP)
Nate (nate@sevensailslogistics.com)
CC monitoring active · Auto pipeline status update
Connected
Frank (frank@sevensailslogistics.com)
CC monitoring active · Outbound audit enabled
Connected
Bonnie (bonnie@sevensailslogistics.com)
CC monitoring active · Outbound audit enabled
Connected
Sophie (sophie@sevensailslogistics.com)
CC monitoring active · Outbound audit enabled
Connected
Server: imap.exmail.qq.com:993
Tencent Exmail secure IMAP · All 4 accounts monitored
SSL
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