Monday, August 17
Good morning, Katie
Here is a clear view of sales activity, contract progress, and account health.
Pipeline overview
This quarter · all three sales pipelines
New Lead
12$118k
Contact Attempted
8$92k
Connected
6$74k
Meeting Scheduled
5$61k
Discovery Complete
7$123k
Contract Sent
4$96k
5 meetings are scheduled this week. The next is Northstar Charter School at 10:30 AM.
Recent activity
Across your CRM workspace
Ana approved the Northstar Charter School contract
Contract CS-1042 is ready to send
18 min ago
Discovery meeting completed with Cedar Ridge
Ryan M. moved the deal to Discovery Complete
1 hr ago
New lead prospect from Microsoft Partner Center
Olive & Finch Consulting · 24 estimated users
2 hrs ago
Priority opportunities
Deals that need attention this week
| Company | Pipeline | Value | Stage | Owner | Next step | |
|---|---|---|---|---|---|---|
| Migration to Microsoft 365 | $31,200 | Contract Sent | Katie P. | Aug 20 | ||
| OTP.MS | $18,600 | Discovery Complete | Ryan M. | Aug 22 | ||
| AI Implementation | $44,000 | Meeting Scheduled | Katie P. | Aug 25 | ||
| Migration to Microsoft 365 | $22,800 | Connected | Carol B. | Aug 29 |
2 accounts
Cancellation watch
Visible at a glance so every department can respond appropriately.