Good morning, Andrea
A simple view of sales, clients, and active projects.
Open opportunities14+3 this week
Pipeline value$18.4k4 proposals sent
Active clients3291% retention
Active projects82 due soon
Monthly revenue
Next actions
Send proposal · Andes Legal
Today · 4:00 PM
HighToday · 4:00 PM
Meeting · Nova Studio
Tomorrow · 10:30 AM
MeetingTomorrow · 10:30 AM
Follow-up · Biocentro
Friday
PendingFriday
Clients
Centralized information, status, and next action.
| Client | Contact | Service | Status | Next action |
|---|---|---|---|---|
| Andes Legal | Maria C. | Consulting | Prospect | Send proposal |
| Nova Studio | Carlos R. | Implementation | Active | Meeting |
| Biocentro | Laura P. | Support | Active | Follow-up |
Opportunities
A tailored core sales process.
New
Grupo Ambar · Business website · $2,400
Clinica Sur · Internal system · $3,100
Proposal
Terra Foods · Implementation · $4,200
ArqNova · Portal · $2,900
Closing
Norte Ingenieria · Project · $5,600
Projects
Operational tracking of the core process.
Norte Ingenieria
Implementation · 72% complete
Discovery✓
Configuration✓
TestingIn progress
Nova Studio
Portal · 44% complete
Design✓
DevelopmentIn progress
DeliveryPending
Biocentro
Optimization · 88% complete
Audit✓
Adjustments✓
ClosingFriday
Reports
Basic metrics for decision-making without scattered spreadsheets.
Conversion31%+4 pts
Average deal size$2.8k90 days
Sales cycle18 days-3 days
Satisfaction4.8/512 responses