How many m³ did that site take last month, what discount did we give them, and did we win the pump or did the competitor take it? If those answers require three different systems and two phone calls, you're not running a concrete sales operation — you're running a memory exercise.
The Win/Lose Record That Actually Matters
WinLoseConcrete and WinLosePump are the two outcome fields that make every other field in this template intelligible. Concrete and pumping are separate sale types in this market — a site might take your concrete but use a competitor's pump, or vice versa. A CRM that logs them as a single outcome produces reporting that obscures half the competitive picture. Tracking both separately means a region manager can look at a month of records and see immediately whether they're winning concrete but losing pump business, losing concrete while retaining pump, or losing both — three very different remediation strategies.
FightBrandConcrete and FightBrandPump log the competitor. In ready-mix concrete markets where two or three major producers compete for the same pour volumes across regional construction sites, knowing which brand you lost to at each site is the competitive intelligence that informs pricing strategy. An analysis of WinLoseConcrete against FightBrandConcrete across six months tells you which competitor is taking share in which accounts and at what discount level they must be offering to do it.
Discount Architecture
Discout1, Discout2, Discout3, Discout4, DiscoutPump50, and DiscoutPump>50 — six separate discount fields — reflect the real complexity of concrete pricing. Volume-tiered discounts, pump-size-tiered discounts, and broker-negotiated discounts stack differently depending on the delivery type, the site volume commitment, and the channel. Collapsing these into a single "discount" field would make the record simpler and the pricing analysis impossible.
NetCon. is the net concrete price after all discounts — the number that tells you whether the business is profitable at the margin being offered. DsscNameTel is the discount approver's contact detail, the person who authorized the concession. Attaching both to the site record means discount decisions are traceable back to the authorization, which matters when a regional sales manager is reviewing whether an account's margin profile is sustainable.
WaySell, WayBorkerOrStore, and BrokerOrStore document the channel. A direct sale to a developer is a different margin and relationship structure than a sale through a broker who's also representing the competitor. AgentName and OsrName complete the channel picture — who on the sales side managed the account and who in the internal sales structure owns the relationship.
Site Intelligence and Progress Tracking
SiteName, SiteOwner, SiteContactName, SiteContactTel, SiteContactMail, SiteCode, and SiteMap together constitute the project identity record. For a construction site that runs for eighteen months and takes multiple pours across foundation, columns, slabs, and topping, having a SiteCode that links all pour records to the same project is the thread that makes the volume history retrievable.
Plant, TruckType, Dispatch, and Vol are the operational fields — which production facility is supplying the site, what truck configuration the site access permits, who manages the dispatch coordination, and the committed or delivered volume. For sites with access restrictions that limit to 6m³ or 8m³ trucks, the TruckType field prevents the dispatch desk from sending equipment that can't get through the site gate.
DetailProgress, ImageSite, and FileMap create the longitudinal project record that turns a sales CRM into a site management tool. A pour that was scheduled for next Tuesday but got delayed due to rebar not being ready — logged in DetailProgress with the update date — keeps the sales rep and the plant scheduler aligned without a phone call. The site photo attached to the record after each pour visit is the evidence of progress that the project manager sees as relationship attention, not just order management.