Today at a glance
NAC has 7 items competing for attention.
Work the Action Center first, then move quotes and installs forward.
Pipeline / Job Value
$33,900
Cash Collected
$10,150
Open Balances
$12,050
Installs Next 7 Days
2
Active Leads
5
2 stale 3+ days
Open Quotes
3
$18,400 quoted
Deposits Needed
2
Before work moves forward
Follow-Ups Due
3
Site / Notice Risks
1
Open Tasks
5
2 overdue
Outstanding Balance
$12,050
Customers
5
Needs Attention
Automatically assembled from CRM data.
Howard Miller
UrgentOct 9 · Site readiness still pending
William Crist
Needs actionConfirm 2-building financing and $450 deposits
Kevin Brooks
Needs action$2,300 remaining before install
Maria Torres
ReviewNew Lead · no movement for 4 days
Pipeline Snapshot
Customer count by stage.
New Lead1
Contacted0
Quote Sent1
Deposit Paid1
Ordered1
Scheduled1