Overview
Everything in one record.
Pipeline value
$312k▲ 18% vs last month
Won this month
$94.2k▲ 6 deals
Jobs in production
11▲ 3 awaiting specs
Avg. handoff time
0mno re-keying
The throughline today
Records moving Sales → Production → Service
| Record | Value | Stage |
|---|
Won — last 6 months
Closed value
Pipeline by stage
Sales pipeline
Click “advance” to move a record — watch it pass straight through.
Accounts
One customer record — sold, built, serviced.
| Customer | Job | Value | Phase |
|---|
Lead generator
Pick a target, generate named contacts, add straight to the pipeline.
| Company | Contact | Title | ||
|---|---|---|---|---|
| No results yet — hit Generate. | ||||
Quote builder
Live totals. Branded PDF in the full build.
Halverson Roofing
Estimate · valid 30 days
Activity
Every touch on every record.
| When | Who | Event |
|---|