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DashboardReport as of 04/09/2026

Jeff's Jalopies

D - LowInvoice OnlyY

Jalopies@intuit.com · (650) 555-8989 · 12 Willow Rd., Menlo Park, CA, 94305

Priority

24

Risk

34

Opportunity

10

Days silent

49

Activity & pipeline
First activity 02/19/2026 · Last activity 02/19/2026 · Expected gap 30d · Inactivity ratio 1.63×

Estimates

0

$0.00 total

Invoices

1

$81.00 total

Open opportunity (est. − inv.)

—

QBO balance

$81.00

Recommended approach
Check-in

Customer is starting to drift. Light follow-up, ask about pending projects.

Estimates
0 document(s) from QuickBooks

No estimates on file.

Invoices
1 document(s) from QuickBooks
Doc #DateDueAmountBalance
10222026-02-192026-03-21$81.00$81.00

Thank you for your business and have a great day!

  • Gardening — $75.00