Dashboard
Total Contacts
5
8 deals in pipeline
Pipeline Value
$99,500.00
2 deals won
Net Cashflow
$33,358.00
$10,464.00 this month
Outstanding Invoices
$15,730.00
1 overdue
Monthly Income
$12,100.00
Monthly Expenses
$1,636.00
Active Tasks
8
Invoices Paid
$5,280.00
Cashflow Overview
Last 6 months
Recent Activity
View allDiscovery call with Sarah
Sarah Chen · 12 Aug
Send proposal draft
Sarah Chen · 12 Aug
Site visit with James
James Wilson · 12 Aug
Prepare renovation quote
James Wilson · 12 Aug
Follow up with Priya
Priya Patel · 12 Aug
Top Deals
View pipelineOffice Renovation
James Wilson · negotiation
$45,000.00
75% likely
E-commerce Platform
Priya Patel · proposal
$28,000.00
50% likely
Website Redesign
Sarah Chen · proposal
$12,000.00
60% likely
SaaS Integration
Priya Patel · contacted
$8,500.00
30% likely
Brand Identity
Marcus Johnson · lead
$6,000.00
15% likely