Dashboard

DashboardReport as of 04/09/2026

Bill's Windsurf Shop

D - LowInvoice OnlyY

Surf@Intuit.com · (415) 444-6538 · 12 Ocean Dr., Half Moon Bay, CA, 94213

Priority

35

Risk

57

Opportunity

10

Days silent

75

Activity & pipeline
First activity 01/24/2026 · Last activity 01/24/2026 · Expected gap 30d · Inactivity ratio 2.5×

Estimates

0

$0.00 total

Invoices

1

$85.00 total

Open opportunity (est. − inv.)

—

QBO balance

$85.00

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
10272026-01-242026-02-23$85.00$85.00

Thank you for your business and have a great day!

  • Gardening — $50.00
  • Pest Control — $35.00