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Sales Manager

Pipeline, estimates, and client relationships

Proposals Sent
4
Signed
2
Total Proposed
$78,000
Close Rate
50%
All Proposals
IDClientProjectStatusAmountLast Updated
EST-047Rivera Phase 2Exterior Commercialsent$48,0002026-03-26
EST-045Tom DavisExterior Residentialsent$6,8002026-03-25
EST-042Lisa ChenCabinet Refinishaccepted$4,8002026-03-10
EST-041Birch Hill OfficeCommercial Interiorsigned$18,4002026-03-05
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