Wednesday, May 27, 2026
Good afternoon, Marcus
You have 5 overdue tasks and 3 deals needing follow-up today.
Open Pipeline Value
Deals Won This Month
$67,200 closed
Overdue Tasks
2 high priority
New Leads This Week
4 from referrals
Follow-Up Rate
6 leads need contact
Deals by Pipeline Stage
Current quarter — deal count and value
Lead Sources
This month — 57 total leads
Activity Over 30 Days
Calls, emails, and site visits logged by all staff
Overdue Tasks
5 tasks past due
Follow up — Hargrove roofing estimate
Due May 24Marcus R.HIGHSend siding samples to Kellerman
Due May 25Tasha B.HIGHCall back — Nguyen window inquiry
Due May 25Ryan C.Confirm site visit — Okafor gutters
Due May 26Marcus R.Resend quote — Whitfield painting
Due May 26Tasha B.
Recent Activity
All staff activity logged today
Marcus Reynolds Logged a call with Dale Hargrove
Discussed roofing estimate timeline — customer wants work done by mid-June.
Tasha Brennan Sent estimate email to Patrice Kellerman
Full siding replacement quote: $18,400. Awaiting approval.
Ryan Castellano Completed site visit for Minh Nguyen
Window replacement scope confirmed — 14 double-hung units.
Devon Osei Added note on Emeka Okafor
Requested gutter guards in addition to full replacement. Updating quote.
Marcus Reynolds Moved deal to Won — Whitmore Exterior Painting
Project value $9,800. Job scheduled for June 3rd.
Tasha Brennan Sent follow-up SMS to Sandra Whitfield
Third follow-up on painting quote sent. No response yet.