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DashboardReport as of 04/09/2026

Paulsen Medical Supplies

D - LowConvertingR

Medical@intuit.com · (650) 557-4569 · 900 Main St., Middlefield, CA, 94303

Priority

59

Risk

100

Opportunity

34

Days silent

29

Activity & pipeline
First activity 03/09/2026 · Last activity 03/11/2026 · Expected gap 2d · Inactivity ratio 14.5×

Estimates

1

$1,005.00 total

Invoices

1

$954.75 total

Open opportunity (est. − inv.)

$50.25

QBO balance

$954.75

Recommended approach
Re-engagement

Customer is overdue for their normal pace. Reach out with a specific offer or project idea.

Estimates
1 document(s) from QuickBooks
Doc #DateStatusAmount
10012026-03-09Closed$1,005.00

Thank you for your business and have a great day!

  • Design — $300.00
  • Installation — $250.00
  • Rock Fountain — $275.00
  • Rocks — $180.00
Invoices
1 document(s) from QuickBooks
Doc #DateDueAmountBalance
10152026-03-112026-04-10$954.75$954.75

Thank you for your business and have a great day!

  • Design — $300.00
  • Installation — $250.00
  • Rock Fountain — $275.00
  • Rocks — $180.00
  • Line — $50.25