Good morning
Here's your pipeline at a glance
MG
18Active leads
6Proposals open
9Follow-ups due
$42,500Pipeline value
New Inquiry 5
Rivera FamilyWebsite design
$4,800
Call · Fri Aug 1
Beacon FitnessClient portal
$7,200
Send intake · Mon
Contacted 4
Alder DentalWorkflow dashboard
$9,500
Discovery · Aug 5
Linden & ValeWebsite refresh
$3,400
Follow up · Aug 4
Proposal Sent 6
Copper Lane CafeWebsite + booking
$6,100
Quote unsigned · nudge
Northgate LawClient portal
$8,700
Viewed proposal Tue
Won 3
Hartley RealtyDashboard + automation
$11,300
Kickoff Aug 11
Today's priorities
Call prospective clientRivera Family · 2:00 PM
Send revised proposalCopper Lane Cafe
Review intake formBeacon Fitness
Follow up on unsigned quoteNorthgate Law
Recent activity
Proposal viewedNorthgate Law · 1h ago
New inquiry receivedRivera Family · 3h ago
Client uploaded documentHartley Realty · 5h ago
Follow-up completedLinden & Vale · yesterday
| Lead | Service | Stage | Value | Next action |
|---|---|---|---|---|
| Rivera Family | Website design | New inquiry | $4,800 | Call · Fri Aug 1 |
| Beacon Fitness | Client portal | New inquiry | $7,200 | Send intake · Mon |
| Alder Dental | Workflow dashboard | Contacted | $9,500 | Discovery · Aug 5 |
| Linden & Vale | Website refresh | Contacted | $3,400 | Follow up · Aug 4 |
| Copper Lane Cafe | Website + booking | Proposal sent | $6,100 | Quote unsigned |
| Northgate Law | Client portal | Proposal sent | $8,700 | Viewed Tue |
| Hartley Realty | Dashboard + automation | Won | $11,300 | Kickoff Aug 11 |
Click any lead to open its record.
| Customer | Since | Projects | Lifetime value |
|---|---|---|---|
| Hartley Realty | Jul 2026 | 1 active | $11,300 |
| Marlow Studio | Mar 2026 | 2 complete | $8,900 |
| Field & Found | Jan 2026 | 1 complete | $5,200 |
| Quote | Client | Amount | Status |
|---|---|---|---|
| Q-2041 | Copper Lane Cafe | $6,100 | Unsigned |
| Q-2039 | Northgate Law | $8,700 | Viewed |
| Q-2035 | Hartley Realty | $11,300 | Signed |
| Q-2028 | Marlow Studio | $4,400 | Expired |
All open tasks
Call prospective clientRivera Family · today 2:00 PM
Send revised proposalCopper Lane Cafe · today
Follow up on unsigned quoteNorthgate Law · tomorrow
Prepare kickoff agendaHartley Realty · Aug 8
Review intake formBeacon Fitness · done
Send welcome packetHartley Realty · done
$42,500Open pipeline
$25,400Won this quarter
38%Close rate
$7,083Average project
Revenue by month
$4.2kMar
$5.8kApr
$4.9kMay
$7.9kJun
$9.8kJul
$6.9kAug