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Good morning, Amara

Here's what's moving across your client portfolio today.

Active deals
4

across 4 open stages

Pipeline value
$15,400

weighted $7,392

Won recently
$2,400

3 deals closed

Clients onboarding
1

2 steps in progress

Pipeline snapshot
Open deals by stage
Open board
Lead
1

$900

Review generation

Northwind Dental · $900

Qualified
1

$4,800

PPC expansion

Atlas Legal Group · $4,800

Proposal
1

$3,500

Holiday social campaign

Bloom Florals · $3,500

Negotiation
1

$6,200

Website redesign

Summit Roofing · $6,200

Upcoming tasks
Next items on your plate

Send website wireframes

Summit Roofing · due 2026-10-14

high

Monthly SEO report

Northwind Dental · due 2026-10-31

medium
Recent activity
Latest touchpoints across your clients

  1. Local SEO retainer moved from negotiation to won

    Northwind Dental · Jordan Reyes · Oct 6, 2026, 10:12 AM

  2. Kickoff call: agreed on sitemap and launch date

    Summit Roofing · Priya Shah · Oct 5, 2026, 2:30 PM

  3. Invoice DEMO-INV-2026-002 paid online ($2,300)

    Atlas Legal Group · Online payment · Oct 3, 2026, 9:05 AM

  4. Proposal emailed to Sofia Garcia

    Bloom Florals · Jordan Reyes · Oct 2, 2026, 4:41 PM