C
Dashboard
Wednesday, May 27 — sample tenant
Customers
142
+6 this month
Leads this week
23
+4 vs last week
Tasks due today
8
3 overdue
MRR
$28,420
+$1,840 net
Leads pipeline
Board view·Table view
New·2
HV
Hannah Voss
Northbend Logistics
$18,000DEAL
CR
Carlos Reyes
Studio Cinco
$6,400DEAL
Contacted·3
PM
Priya Mehta
Atlas Manufacturing
$22,000DEAL
JL
Jonas Lind
Lind & Co Solicitors
$9,800DEAL
RA
Ruth Achterberg
Achterberg GmbH
$14,200DEAL
Qualified·1
MH
Marcus Hayes
Hayes Capital
$47,000DEAL
Closed·2
AT
Aiko Tanaka
Sumi Press
$12,500DEAL
DV
Dimitri Volkov
Volkov Architects
$31,000DEAL
Today's tasks
| Task | Owner | Due | Priority |
|---|---|---|---|
| Follow up on Hayes Capital proposal | SB Shane B. | Today, 3:00pm | High |
| Send updated SOW to Studio Cinco | MK Maya K. | Today, 5:00pm | High |
| Schedule discovery call — Atlas Mfg | SB Shane B. | Tomorrow | Medium |
| Update Achterberg account notes | MK Maya K. | Tomorrow | Low |
| Quarterly review with Sumi Press | TL Tomás L. | Fri | Medium |
Workflows
New-lead enrichment
If Lead created then Enrich via Clearbit, assign owner
Last run 12 min ago
Slack alert on hot lead
If Lead value ≥ $25k then Post to #sales-hot
Last run 2 hrs ago
Stale-deal nudge
If Deal idle 7 days then Reassign + email owner
Last run Yesterday
Customers
| Account | Owner | Since | MRR | Health |
|---|---|---|---|---|
| Sumi Press | Tomás L. | 2024 | $1,200 | Good |
| Volkov Architects | Shane B. | 2025 | $3,100 | Good |
| Hayes Capital | Shane B. | 2025 | $4,700 | At risk |
| Studio Cinco | Maya K. | 2025 | $640 | Good |
| Atlas Manufacturing | Shane B. | 2024 | $2,200 | Good |
| Lind & Co Solicitors | Maya K. | 2025 | $980 | Neutral |