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Sales Manager

Pipeline, estimates, and client relationships

Total Partners
4
Revenue from Partners
$42,400
Strong Relationships
2
Need Attention
1
DW
Dave Wilson (Realtor)
Keller Williams Portland
StrongRealtor
(503) 555-0312 · dave.wilson@kw.com · Last contact: 5d ago
Great source for move-in repaints. Sends 1-2 leads/month.
Refs to us: 3
Refs from us: 1
Revenue in: $26,400
ST
Sarah Thompson
Thompson Design
StrongDesigner
(503) 555-0147 · sarah@thompson-design.com · Last contact: 14d ago
Interior designer — sends cabinet and accent wall jobs.
Refs to us: 2
Refs from us: 1
Revenue in: $11,200
MD
Martinez Drywall
Martinez Drywall LLC
WarmTrade
(503) 555-0189 · carlos@martinezdrywall.com · Last contact: 20d ago
We refer drywall repair to them, they send painting leads back.
Refs to us: 1
Refs from us: 2
Revenue in: $4,800
PP
Portland Property Mgmt
PPM Corp
ColdProperty Mgr
(503) 555-0456 · contracts@ppmcorp.com · Last contact: 45d ago
Met at trade show. Manages 200+ units. Need to follow up.
Refs to us: 0
Refs from us: 0
Revenue in: $0
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