Activity
Good morning, Alex
Here's what's happening with your business today.
Pending Quotes
24
$312,540 vs last 7 days
+12%
Q
Approval Rate
68%
vs last 7 days
+8pp
%
Outstanding Invoices
$186,430
23 invoices
+9%
$
Payments Collected
$245,890
vs last 7 days
+15%
P
Next best actions
Powered by AINudge TechNova Solutions
Quote QT-1027 sent 7 days ago
Follow up with BluePeak Ltd.
Viewed 3 days ago - $18,750
Review expiring quote
QT-1005 expires in 2 days
Pipeline overview
Draft58
Sent48
Viewed38
Approved28
Converted18
Conversion rate 29% - +6pp vs last month
Revenue trend
$245,890
+15% vs last month
Projected this month$275,000
Recent quotes
View all quotes ->| Quote # | Customer | Service | Amount | Status | Last updated |
|---|---|---|---|---|---|
| QT-1031 | BrightWave Marketing | Website Redesign | $9,875 | Draft | May 29, 2025 |
| QT-1030 | Summit Financial Group | SEO Growth Package | $6,450 | Sent | May 28, 2025 |
| QT-1029 | Pinnacle Realty | Brand Identity | $4,250 | Viewed | May 28, 2025 |
| QT-1028 | GreenLeaf Landscaping | Maintenance Contract | $12,000 | Approved | May 27, 2025 |
Tasks & reminders
View all ->Send reminder to TechNova Solutions
Follow up with BluePeak Ltd.
Review expiring quote QT-1005
Call Summit Financial Group