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Sales Manager

Pipeline, estimates, and client relationships

Lost Deals
2
Recovery Attempts
1
Re-Engaged
0
Recovery Rate
0%
Losses by Reason
ReasonCount%
price150%
went with competitor150%
Competitor Profiles
Budget Painters PDX — 1 deal won against us
  • Undercut by 30% on Henderson job
  • Lower quality materials — client regretted
Recommendations
Pricing
Consider tiered pricing for price-sensitive residential leads to compete without margin loss.
Follow-up
Henderson expressed regret — schedule a check-in for potential warranty/redo work.
Recovery Queue
ClientLoss ReasonFollow-up TypeDue DateDays UntilStatus
Mark Hendersonpricecheck in2026-04-1515upcoming
Sunset Apartmentswent with competitorfeedback call2026-04-1010upcoming
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