Dashboard

DashboardReport as of 04/09/2026

Travis Waldron

D - LowInvoice OnlyR

Travis@Waldron.com · (650) 557-9977 · 78 First St., Monlo Park, CA, 94304

Priority

54

Risk

100

Opportunity

10

Days silent

30

Activity & pipeline
First activity 03/01/2026 · Last activity 03/10/2026 · Expected gap 4.5d · Inactivity ratio 6.67×

Estimates

0

$0.00 total

Invoices

3

$599.27 total

Open opportunity (est. − inv.)

—

QBO balance

$414.72

Recommended approach
Re-engagement

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

Estimates
0 document(s) from QuickBooks

No estimates on file.

Invoices
3 document(s) from QuickBooks
Doc #DateDueAmountBalance
10092026-03-102026-04-09$103.55$0.00

Thank you for your business and have a great day!

  • Services — $103.55
10322026-03-102026-04-09$414.72$414.72

Thank you for your business and have a great day!

  • Sod — $300.00
  • Rocks — $84.00
10132026-03-012026-03-31$81.00$0.00

Thank you for your business and have a great day!