Monday · August 31

Good morning, Cameron.

Your 2026 season is taking shape. Here’s what needs your attention today.

+18%
$42,680
Active pipeline
12 open opportunities
+$5.2k
$28,450
Booked revenue
2026 holiday season
3 viewed
8
Open estimates
$19,725 pending
4 this week
14
Jobs scheduled
Oct 18 – Dec 6

Sales pipeline

View pipeline
New inquiries
6$11,250
Site visits
4$8,425
Estimates sent
8$19,725
Won
9$28,450
CustomerStageValueNext stepID
MR
Maple Street Residence
Fayetteville
Estimate sent$2,450TodayBH-1048
RR
Riverside Residence
Springdale
Site visit$1,875Sep 2BH-1049
ND
Northwest Dental Demo
Fayetteville
New inquiry$5,200Sep 3BH-1050
OR
Oak Ridge Residence
Johnson
Won$3,150Oct 18BH-1051

Today’s schedule

Calendar
8:30
AM
Maple Street site visit
Residential · Fayetteville · Cameron
11:00
AM
Riverside roofline measure
Residential · Springdale · Gibson
2:30
PM
Oak Ridge design review
Phone call · Cameron
+ Add an appointment

Season progress

74 days to first install
$28.5kof $80k goal
36% booked$51.5k remaining
9
Jobs won
12
Open leads
68%
Close rate

Recent activity

Estimate viewed
Maple Street opened estimate #1048
12 min ago
Deposit received
$1,575 for Oak Ridge Residence
1 hr ago
New inquiry
Northwest Dental Demo requested a quote
3 hrs ago