Good morning, Sarah 👋
You have 4 meetings today and 3 follow-ups due.
Prospect Growth
Last 7 months
Lead Sources
Where prospects come from
AI Sales Assistant
Smart recommendations for today
Kenji Tanaka ready to close
Negotiation stage with 95 lead score. Final contract review done — recommend locking in annual billing discount today to prevent competitor undercut.
Emily Watson shows strong intent
Email open rates trending up, 3 replies this week. Northwind Realty fits top buyer profile — escalate to proposal sign-off before month-end.
Sofia Marin follow-up overdue
No contact in 4 days after a strong discovery call. Risk of going cold. Suggest a WhatsApp nudge with campaign analytics deck.
Conversion Rate
Prospect → Closed Won
Recent Activity
View allJordan Avery
Discovery call — 25 min, strong interest.
2026-09-09 10:30
Emily Watson
Sent revised proposal with commission module.
2026-09-09 09:15
Sofia Marin
Shared campaign analytics deck.
2026-09-08 16:45
Kenji Tanaka
Final negotiation meeting — contract terms agreed.
2026-09-09 14:00
Rahul Mehta
Prepared competitor comparison sheet.
2026-09-08 11:20
Follow-Ups Due
View allJordan Avery
Call · Today 4:00 PM
Emily Watson
Email · Today 5:30 PM
Sofia Marin
WhatsApp · Overdue 1d
Today's Tasks
View allSend pilot agreement to Brightline
Jordan Avery · Today 5:00 PM
Follow up on proposal sign-off
Emily Watson · Today 3:00 PM
Schedule competitor deep-dive demo
Rahul Mehta · Tomorrow 11:00 AM
Confirm onboarding kickoff date
Daniel Kowalski · Sep 20
Top Prospects by Score
View allKenji Tanaka
Sakura Tech Solutions · CTO
95
score
Emily Watson
Northwind Realty · Broker Owner
92
score
Daniel Kowalski
Vertex Capital · Investment Manager
90
score
Jordan Avery
Brightline Logistics · VP of Operations
88
score
Beatrice Laurent
Maison Lumière · Brand Director
87
score
Sales Performance
Revenue by team member