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Sales Manager

Pipeline, estimates, and client relationships

Referral History5 referrals
FromClientTypeValueOutcomeDate
Dave WilsonWestfield Condo HOAInterior Residential$4,200won2026-03-20
Dave WilsonNW Portland CondoInterior Residential$6,800estimating2026-03-28
Sarah ThompsonLisa ChenCabinet Refinish$4,800won2026-02-15
Sarah ThompsonAmy LarsonAccent Wall$1,200complete2025-11-10
Martinez DrywallBirch Hill OfficeCommercial Interior$18,400active2026-03-01
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