Dashboard

Total Invoiced

$9,189.39

27 inv.

Pipeline: $2,019.57

4 estimates across 29 customers

At-Risk Customers

15/7/7

22 need action

Red / Yellow / Green distribution

Conversion Rate

100.0%

4 converting

4 of 29 converting

Estimates that led to invoices

Priority Actions

avg 31 pts

Customers scoring 40+ priority

Report as of 04/09/2026

Week of 04/09/2026

#	Customer	Risk	Priority	Value Tier	Days Silent	Open Opportunity	Strategy
1	Paulsen Medical Supplies	R	59	D - Low	29d	$50.25	Re-engagement
2	Red Rock Diner	R	54	D - Low	29d	—	Re-engagement
3	Sonnenschein Family Store	R	54	D - Low	27d	—	Re-engagement
4	Travis Waldron	R	54	D - Low	30d	—	Re-engagement
5	Sushi by Katsuyuki	R	46	D - Low	29d	—	Re-engagement
6	Geeta Kalapatapu	Y	35	D - Low	28d	—	Check-in
7	Kookies by Kathy	Y	35	D - Low	76d	—	Check-in
8	Bill's Windsurf Shop	Y	35	D - Low	75d	—	Check-in
9	Dukes Basketball Camp	Y	35	D - Low	75d	—	Check-in
10	Gevelber Photography	R	30	D - Low	—	—	New Prospect
11	Kate Whelan	R	30	D - Low	—	—	New Prospect
12	Pye's Cakes	R	30	D - Low	—	—	New Prospect
13	Rago Travel Agency	R	30	D - Low	—	—	New Prospect
14	Shara Barnett	R	30	D - Low	—	—	New Prospect
15	Video Games by Dan	R	30	D - Low	—	—	New Prospect
16	Wedding Planning by Whitney	R	30	D - Low	—	—	New Prospect
17	Diego Rodriguez	R	30	D - Low	—	—	New Prospect
18	Dylan Sollfrank	R	30	D - Low	—	—	New Prospect
19	Freeman Sporting Goods	R	30	D - Low	—	—	New Prospect
20	55 Twin Lane	Y	27	D - Low	36d	—	Check-in

Sorted by Priority Score (Risk × 0.45 + Value × 0.35 + Opportunity × 0.20). This is the sales team's action sheet — start calls from the top.

29 customer(s)

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