Dashboard
A snapshot of leads, appointments, and revenue.
New Leads
48
Leads Contacted
39
Appointments Booked
18
Open Pipeline
$16,000
Closed Revenue
$30,600
Conversion Rate
60%
Today's agenda
4 appointmentsDiscovery call
Copper Row Cafe · Video Call
9:00 AM
Confirmed
On-site estimate
Northline Interiors · Estimate
11:30 AM
Scheduled
Proposal review
Whitfield Legal · Consultation
2:00 PM
Scheduled
Follow-up visit
Ellis Dental · Follow-Up Visit
4:15 PM
Scheduled
Recent activity
Read-only feedCopper Row Cafe moved to Qualified
Status Change · Demo Manager · Today, 8:42 AM
Left voicemail for Vega Hair Studio
Call · Demo Owner · Today, 8:10 AM
Quote sent to Nakamura Studio — $2,800
Quote · Demo Owner · Yesterday, 4:55 PM
Discovery call held with Whitfield Legal
Meeting · Demo Manager · Yesterday, 1:20 PM
Alvarado Bakery closed as Won
Note · Demo Manager · Yesterday, 9:05 AM