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DashboardReport as of 04/09/2026

Amy's Bird Sanctuary

D - LowInvoice OnlyG

Birds@Intuit.com · (650) 555-3311 · 4581 Finch St., Bayshore, CA, 94326

Priority

21

Risk

27

Opportunity

10

Days silent

30

Activity & pipeline
First activity 01/24/2026 · Last activity 03/10/2026 · Expected gap 22.5d · Inactivity ratio 1.33×

Estimates

0

$0.00 total

Invoices

3

$772.00 total

Open opportunity (est. − inv.)

—

QBO balance

$239.00

Recommended approach
Monitor

Customer is within normal behavior. No urgent action needed.

Estimates
0 document(s) from QuickBooks

No estimates on file.

Invoices
3 document(s) from QuickBooks
Doc #DateDueAmountBalance
10012026-03-102026-04-09$108.00$0.00

Thank you for your business and have a great day!

  • Gardening — $100.00
10212026-02-192026-03-21$459.00$239.00

Thank you for your business and have a great day!

  • Soil — $150.00
  • Rock Fountain — $275.00
10252026-01-242026-02-23$205.00$0.00

Thank you for your business and have a great day!

  • Gardening — $120.00
  • Pest Control — $35.00
  • Maintenance & Repair — $50.00