Dashboard

Good morning — here's where the business stands.

Open pipeline

$736,550

10 active deals

Won this month

$10,200

2 deals closed

Win rate

17%

rolling 30 days

Calls logged today

avg 6.2 min

Revenue collected

$K / month

$118K

Nov

$96K

Dec

$134K

Jan

$152K

Feb

$141K

Mar

$189K

Apr

$176K

May

$214K

Jun

New Lead2 · $228,750

Contacted3 · $203,000

Qualified3 · $196,300

Proposal Sent2 · $108,500

Won2 · $10,200

Outbound call with Sandra Whitfield — proposal review, 14 min

2h ago

Insurance supplement claim (Fairway Estates) moved to Contacted

4h ago

Estimate #1042 emailed to James Okafor for e-signature

5h ago

Site inspection booked — Brightline Homes, Thursday 9:00 AM

6h ago

Payment received: $3,800 from Old Mill Bakery (Invoice #988)

8h ago