You're viewing a demo of Pro Finish Painting's dashboardGet Joinery for your business →

Sales Manager

Pipeline, estimates, and client relationships

Databases6
👥clients14
All client profiles — contacts, projects, communications, lead scores
📝estimates7
Estimates with line items, material specs, and labor calculations
📨proposals5
Sent proposals with tracking tokens, view status, and signatures
🤝referral-partners4
Partner profiles, referral history, revenue attribution
📖playbook7
Sales scripts, objection handling, process templates
📉loss-analysis2
Lost deal records, competitor profiles, recovery schedules
Sales Chat▼
Pipeline summary?
9:00 AM
Active pipeline: $142,400 across 6 deals

Hot:
• Rivera Townhomes Phase 2 — $48K (proposal sent, awaiting signature)
• Parkside Elementary — $22K (estimate scheduled Thu)

Warm:
• Westfield Condo #204 — $4,200 (signed, scheduling)
• NW Portland Condo (Thompson referral) — $6,800 (new lead)

Stale (needs attention):
• Oakwood expansion — $18K (no response in 12 days)

Win rate this quarter: 68%, up from 55% last quarter.
9:00 AM