Dashboard

DashboardReport as of 04/09/2026

John Melton

D - LowInvoice OnlyY

John@Melton.com · (650) 555-5879 · 85 Pine St., Menlo Park, CA, 94304

Priority

25

Risk

36

Opportunity

10

Days silent

52

Activity & pipeline
First activity 02/16/2026 · Last activity 02/16/2026 · Expected gap 30d · Inactivity ratio 1.73×

Estimates

0

$0.00 total

Invoices

1

$750.00 total

Open opportunity (est. − inv.)

—

QBO balance

$450.00

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
10072026-02-162026-03-18$750.00$450.00

Thank you for your business and have a great day!

  • Design — $750.00