Your priority today
Five follow-ups need a response.
Two high-value leads have gone quiet. A quick check-in today could keep $18,500 in active pipeline.
JC
SM
AK
Good afternoon, Ani.
Here’s what needs your attention and what’s moving forward.
24 July 2026
Open leads
42+8 this month
Open leads
- 42 active opportunities
- 8 added this month
Pipeline value
$64.8k+12.4% vs last month
Pipeline value
- $64.8k active value
- +12.4% vs last month
Conversion rate
24.6%+3.1% vs last month
Conversion rate
- 24.6% this month
- +3.1 points vs last month
Follow-ups due
52 overdue today
Follow-ups due
- 5 actions due
- 2 are overdue
Pipeline snapshot
Hover or focus a bar for its exact value
Needs attention
Most urgent follow-ups
Where leads come from
Hover or focus a segment for the lead count
42leads
Referrals16 · 39%
Facebook12 · 28%
Website8 · 20%
Other6 · 13%
Recent activity
Latest updates across your team
Pipeline
Every opportunity, organised by its next decision.
All leads
A clean list of every current relationship.
8 visible leadsSample data
| Lead | Stage | Source | Owner | Value | Next step |
|---|
Follow-ups
A focused daily list—nothing falls through the cracks.
Calendar
Calls, follow-ups, proposals, and meetings in one calm view.