Podio not connectedSAMPLE DATA

Sales Dashboard

Account…

Appearance

Start My DayPrioritized queue of overdue follow-ups, calls, emails, appointments and proposal deadlines (sample data)

New Leads

33% vs. last 30 days

Follow-ups Today

11% vs. last 30 days

Proposals Due

50% vs. last 30 days

Appointments

100% vs. last 30 days

My Work Today

View all

Contact	Action	Time	Status
JM Jason Miller Residential · Roofing	Call to follow up on estimate	9:00 AM	Overdue
SL Sarah Lopez Commercial · TPO	Send proposal and check in	10:30 AM	Due today
MC Mark Chen Residential · Siding	Call to answer questions	12:00 PM	Due today
EP Emily Parker Residential · Windows	Send materials and schedule call	2:00 PM	Due today
RB Robert Brooks Commercial · Roofing	Confirm tomorrow's appointment	4:00 PM	Due today

Sales Pipeline

View report

Lead

$45,500

Anderson Property

Roofing

$12,000

Westlake Homes

Siding

$8,500

Turner Retail

TPO Roofing

$25,000

Contacted

$41,700

Pinecrest HOA

Roofing

$18,000

Maple Ridge

Windows

$9,200

Carter Builders

Siding

$14,500

Meeting

$86,000

Riverside Church

TPO Roofing

$42,000

Oakwood School

Roofing

$28,000

Summit Medical

Windows

$16,000

Proposal Sent

$77,500

Harrison Estates

Roofing

$32,000

Lakeside Retail

Siding

$18,500

Evergreen HOA

Windows

$27,000

Negotiation

$70,000

Meadowbrook Apts

TPO Roofing

$48,000

Stonebridge Homes

Siding

$22,000

Client Approved

$78,000

Cedar Point

Roofing

$36,000

Brighton Homes

Windows

$18,000

Valley View HOA

Siding

$24,000

Deals Needing Attention

Thresholds

Loading sample records…

48-Hour Proposal Clock

Settings

Loading sample records…

Upcoming Appointments

View calendar

Date	Time	Contact	Project	Location
Oct 13	10:00 AM	David Thompson	Roofing	Franklin, TN
Oct 13	1:00 PM	Allison Grant	Windows	Brentwood, TN
Oct 14	9:00 AM	Michael Torres	Siding	Nashville, TN
Oct 14	2:00 PM	Kevin Wallace	TPO Roofing	Murfreesboro, TN
Oct 15	11:00 AM	Stephanie Reed	Roofing	Hendersonville, TN