Dashboard

DashboardReport as of 04/09/2026

Kookies by Kathy

D - LowInvoice OnlyY

qbwebsamplecompany@yahoo.com · (650) 555-7896 · 789 Sugar Lane, Middlefield, CA, 94303

Priority

35

Risk

58

Opportunity

10

Days silent

76

Activity & pipeline
First activity 01/23/2026 · Last activity 01/23/2026 · Expected gap 30d · Inactivity ratio 2.53×

Estimates

0

$0.00 total

Invoices

1

$75.00 total

Open opportunity (est. − inv.)

—

QBO balance

$75.00

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
10162026-01-232026-02-22$75.00$75.00

Thank you for your business and have a great day!

  • Gardening — $75.00