Dashboard
Leads, enquiries, quotes, invoices and follow-ups.
Sales Pipeline
Total Pipeline Value £141,320
Opportunities by Stage
Total57
- New Lead 48
- Qualified 27
- Proposal 15
- Negotiation 9
- Won 6
Recent Activity
New enquiry from ABC Construction Ltd2 min ago
Quote Q-1023 sent15 min ago
Invoice INV-2045 paid1 hour ago
Follow-up call with Michael Thompson2 hours ago
Quotes Overview
Total Quotes15 · £32,450
Accepted6 · £14,850
Pending6 · £12,600
Invoices Overview
Total Invoices12 · £24,580
Paid8 · £17,890
Overdue1 · £1,000
Pipeline Value
Lead Management
Sales Pipeline
New Lead £27k
ABC Construction
Greenvale Homes
Harbour Group
Qualified £73k
Riverside Developments
Harbour Group
Oakfield Primary
Proposal £54k
Greenfield Retail
Oakfield Primary
Ormeau Kitchen Co.
Won £26k
Michael Thompson
Lisburn Fitout
Quotes & Proposals
Q-1023 Riverside Developments£14,850 · sent todaySent
Q-1019 Greenfield Retail£22,100 · awaiting approvalPending
Q-1015 ABC Construction£8,450 · acceptedAccepted
Q-1014 Harbour Group£6,900 · follow-up tomorrowFollow up
Q-1013 Oakfield Primary£41,200 · board reviewPending
Q-1011 Thompson & Co£13,750 · revised scope sentSent
Q-1009 Lisburn Fitout£12,600 · deposit requestedAccepted
Invoices & Payments
Monthly Revenue
Tasks & Follow Ups
Follow up ABC Construction10:00 AMCall
Send proposal to Greenfield11:30 AMEmail
Call Michael Thompson2:00 PMCall
Chase Riverside decision3:00 PMEmail
Prepare Oakfield board packTomorrowTask
Invoice Lisburn Fitout depositTodayFinance
Book discovery call Harbour GroupFridayCall
Reports & Analytics
Lead Sources
Forecast by Stage
Qualified£73k
Proposal£54k
Negotiation£38k