Dashboard
A snapshot of your sales pipeline.
Open pipeline
$286,800
14 open deals
Won this month
$17,200
3 deals closed
Active contacts
30
Contacted in last 90 days
Win rate
67%
4 won · 2 lost
Pipeline value by stage
Recent activity
Owners need a revenue split report per unit.
Lagoon Breeze Vacation Rentals · Maya Castellan · Oct 13, 2026
Wade reviewing contract with his accountant.
Greenway Landscape Co. · Devon Okafor · Oct 12, 2026
Marcus asked for portfolio-level reporting in v1.
Palm Harbor Property Group · Priya Lindqvist · Oct 11, 2026
Moved to Won — launch before holiday season.
Sugar Mill Bakehouse · Devon Okafor · Oct 11, 2026
Pricing concern on GPS add-on; offering phased scope.
CoolBreeze HVAC Services · Devon Okafor · Oct 10, 2026