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Dashboard

Sunday, March 15, 2026
Pipeline Deals
8
open deals
Weighted Value
$17,200.00
probability-adjusted
Follow-Ups Due
2
needs attention
Orders MTD
2
this month
Reorders Due
1
quarterly contacts
Reorders Due quarterly contacts past 60 days
89d ago
Priya Sharma
Luma Tech
Recent Activity
Today
Moved to Quote Sent
Yesterday
Quote sent — Summer Appreciation Boxes — 45 units at $100
Yesterday
March Speaker Gifts — assembly 80% complete
2 days ago
Lookbook sent — Q1 Client Appreciation lookbook to Marcus
2 days ago
Stellaris Events — Spring Gala ($3,750)
3 days ago
Follow-up call — Raj confirmed interest in move-in packages
3 days ago
Luma Tech — Summer Appreciation deposit
Tasks 1 overdue
Mar 15
Ship March speaker gifts
Jordan · urgent
Assembly nearly done — confirm shipping address with Elena.
Mar 16
Send lookbook to Harbour Digital
Jordan · high
Anita wants premium options — include top-tier lookbook.
Mar 17
Follow up with Marcus Tran
Jordan · high
Check if Pacific Wealth reviewed the lookbook — move to quote if ready.
Mar 18
Prepare Luma reorder proposal
Jordan · medium
Luma is quarterly — last fulfilled order was Dec 2025. Propose summer boxes.
Mar 19
Invoice Stellaris for March speakers
Jordan · medium
Order in progress — issue invoice on delivery.