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Sales Manager

Pipeline, estimates, and client relationships

Pipeline Value
$142,400
Close Rate
68%
Follow-ups Due
4
Lost Deals
2
Follow-up Queue
ClientPhaseDays IdleChannelBest TimeScore
Patricia Martinezcold_lead2demailTue afternoon45
Oakwood Expansionestimating12dphoneMon morning70
Tom Davisproposal5demailWed morning65
David Nguyencold_lead8dphoneFri afternoon32
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