Overview
Welcome back, Terry. Here's what's happening.
Active leads
6
+3 this week
Open proposals
6
2 awaiting reply
Revenue (MTD)
$5,600
↑ 12% vs last mo
Team members
6
contractors
Recent activity
Proposal sent to Acme Corp
2 hours ago · Sales
New lead from Upwork
5 hours ago · Lead gen
Payment received $1,200
Yesterday · Finance
Proposal template updated
Yesterday · Ops
Upcoming tasks
Follow up with Reyes MediaToday
CRM setup — client onboardFri
Invoice contractor payoutsSat
Review Shopify proposal draftNext wk
Recent leads
| Client | Source | Service | Status | Value |
|---|---|---|---|---|
| Reyes Media Group | Upwork | Shopify Dev | contacted | $3,800 |
| Nova Fitness Co. | Fiverr | Landing Page | new | $900 |
| Bloom CRE | Referral | CRM Setup | proposal sent | $2,400 |
| Stark Solutions | Website | Automation | closed won | $3,200 |
| Apex Roofing | Lead Gen | new | $1,600 |