Dashboard

Monday, March 9

Good evening, there

Sales

Leads
4
New this week2
To contact2
Deals
5$198,500
Active4
Stalled1
Proposals
2$80,000
Sent1
Awaiting response1
Closed
3$42,000
Won this month2
Lost1

Service

Requests
3
New2
Assessments complete1
Quotes
2$8,200
Draft1
Changes requested1
Jobs
4$12,400
Active3
Action required1
Invoices
2
Awaiting payment1
Past due1
To do
Send quote to Lakeside Resort & Spa
2 min
Follow up with Summit Fitness Center
5 min
Schedule installation for Evergreen Condos
3 min
Today's schedule
View Schedule

Total

$4,200

Active

$2,800

Completed

$1,400

Overdue

$0

Remaining

$2,800

Hot tub delivery — Chen residence

9:00 AM – 11:00 AM

$2,800

Filter replacement — Alpine Wellness

1:00 PM – 3:00 PM

$1,400
Business Performance

Receivables

$6,450

3 invoices outstanding

Upcoming Jobs

$18,200

This week · 6 jobs

Revenue

$24,800

Month to date