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Sales Manager
Pipeline, estimates, and client relationships
Cold Lead
3
PM
Patricia Martinez
45
9120 NE Sandy Blvd
Interior Residential • Google
Cold Lead 0/4
2d in phase
First contact 2d ago
$8,500 potential
New
DN
David Nguyen
32
3400 SE Belmont St
Exterior Residential • Yelp
Cold Lead 0/4
8d in phase
First contact 8d ago
$6,200 potential
Stale 8d
LH
Lakewood HOA
55
7800 SW Lakewood Dr
Exterior Commercial • Referral
Cold Lead 1/4
4d in phase
First contact 4d ago
$9,000 potential
Est. Scheduled
2
PE
Parkside Elementary
60
6100 NE Glisan St
Commercial Interior • Bid Request
Est. Scheduled 1/4
3d in phase
$22,000 budget signal
Commercial Interior
Booked
NP
NW Portland Condo
72
1520 NW 21st Ave #4B
Interior Residential • Referral — Sarah Thompson
Est. Scheduled 1/4
1d in phase
$6,800 budget signal
Interior Residential
Booked
Estimating
1
OE
Oakwood Expansion
70
8900 NW Cornell Rd
Commercial Interior • Existing Client
Estimating 2/4
12d in phase
$18,000 est.
1 project
Draft
Proposal
2
RP
Rivera Phase 2
92
2200 SE Division St
Exterior Commercial • Existing Client
Proposal 3/4
3d in phase
$48,000 proposed
1 project
Sent
TD
Tom Davis
65
7712 SE Hawthorne Blvd
Exterior Residential • Yelp
Proposal 3/4
5d in phase
$6,800 proposed
1 project
Sent
Negotiation
0
No clients
Won
1
WC
Westfield Condo #204
80
204 NW 23rd Ave
Interior Residential • Referral
Won 4/4
1d in phase
$4,200 signed
1 project
Signed
Active
4
RT
Rivera Townhomes
92
2200 SE Division St
Exterior Commercial • Referral
Active 4/4
14d in phase
1 project (57% avg)
$32,000 total
Project
LC
Lisa Chen
78
1847 SW Montgomery Dr
Cabinet Refinish • Nextdoor
Active 4/4
10d in phase
1 project (40% avg)
$4,800 total
Project
BH
Birch Hill Office
88
3300 SW Barbur Blvd
Commercial Interior • Google
Active 4/4
18d in phase
1 project (75% avg)
$18,400 total
Project
OO
Oakwood Office
70
8900 NW Cornell Rd
Commercial Interior • Cold Outreach
Active 4/4
22d in phase
1 project (60% avg)
$24,000 total
Project
Complete
1
ST
Sarah Thompson
85
4821 NE Prescott St
Interior Residential • Google
Complete 4/4
14d in phase
$8,400 lifetime
Last project 14d ago
Repeat
Archived
0
No clients
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