Dashboard

DashboardReport as of 04/09/2026

Mark Cho

D - LowInvoice OnlyG

Mark@Cho.com · (650) 554-1479 · 36 Willow Rd, Menlo Park, CA, 94304

Priority

17

Risk

18

Opportunity

10

Days silent

27

Activity & pipeline
First activity 03/13/2026 · Last activity 03/13/2026 · Expected gap 30d · Inactivity ratio 0.9×

Estimates

0

$0.00 total

Invoices

1

$314.28 total

Open opportunity (est. − inv.)

—

QBO balance

$314.28

Recommended approach
Monitor

Customer is within normal behavior. No urgent action needed.

Estimates
0 document(s) from QuickBooks

No estimates on file.

Invoices
1 document(s) from QuickBooks
Doc #DateDueAmountBalance
10352026-03-132026-04-12$314.28$314.28

Thank you for your business and have a great day!

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