Good evening, Pete
Tuesday, September 1
Try it · 0/5Drag a deal on the boardOpen a lead’s scoreChange a statusAdd your own leadVisit the map
Win Rate
0%
3W–1L closed deals
Quick Actions
AI InsightsRecomputed from this pipeline as you change it
4 hot leads ready to close
$38k sits in qualified and quote-sent. Focus your energy here for fastest revenue.
2 leads going cold
A/B-grade leads with no stage move in 5+ days — worth $23k in potential revenue. Schedule follow-ups.
Win rate at 75%
3 of your last 4 closed deals landed. Keep quotes moving — speed to quote is your biggest lever.
$9,450 in overdue invoices
2 invoices past due. Send reminders to improve cash flow.
Weighted Forecast Breakdown
StageLeadsRawWt%Weighted
New3$37k10%$4k
Contacted3$31k25%$8k
Qualified2$24k50%$12k
Quote Sent2$14k75%$10k
Total$34k
James Mitchell
Lead moved to qualified
Invoice #INV-042
Patricia Nguyen · $6,200 · sent
Follow up on quote
Completed
Invoice #INV-038
Gloria Hansen · $9,800 · paid
Maria Lopez
Lead added from CSV import
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