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Sales Manager

Pipeline, estimates, and client relationships

Total Pipeline
$124,800
7 estimates
Drafts
3
$46,800
Sent
2
$54,800
Avg Margin
23.6%
2 accepted/signed
IDClientProjectTypeStatusTotalMarginUpdated
EST-047Rivera Phase 2Exterior Commercialexteriorsent$48,00014.7%2026-03-26
EST-046Parkside ElementaryCommercial Interiorinteriordraft$22,00017.1%2026-03-28
EST-045Tom DavisExterior Residentialexteriorsent$6,80027.1%2026-03-25
EST-044Oakwood ExpansionCommercial Interiorinteriordraft$18,00023.9%2026-03-20
EST-043NW Portland CondoInterior Residentialinteriordraft$6,80037.9%2026-03-29
EST-042Lisa ChenCabinet Refinishcabinetaccepted$4,80023.3%2026-03-10
EST-041Birch Hill OfficeCommercial Interiorinteriorsigned$18,40020.9%2026-03-05
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