Dashboard
Friday, June 5, 2026
1 invoice overdue — review now
Pipeline Value
$269,000
Won Revenue
$424,000
Total Contacts
10
Pending Commissions
$5,630
Deal Pipeline
Discovery
2 deals · $110,000
Meridian — Patient Portal
$55,000
Tanya Briggs
Meridian — Patient Portal
$55,000
Tanya Briggs
Proposal
2 deals · $75,000
Clearway — AI Workflow MVP
$37,500
Simone Watts
Clearway — AI Workflow MVP
$37,500
Simone Watts
Negotiation
2 deals · $84,000
Apex Logix — Platform Integration
$42,000
Marcus Ellison
Apex Logix — Platform Integration
$42,000
Marcus Ellison
Closed Won
4 deals · $424,000
Vantage — Enterprise CRM Rollout
$84,000
Rachel Donovan
Stonebridge — Data Warehouse Build
$128,000
David Park
Vantage — Enterprise CRM Rollout
$84,000
Rachel Donovan
Stonebridge — Data Warehouse Build
$128,000
David Park
Closed Lost
0 deals · $0
Recent Invoices
View all| Number | Client | Amount | Status | Due |
|---|---|---|---|---|
| INV-2026-001 | Vantage Group | $42,000 | paid | Apr 29 |
| INV-2026-002 | Vantage Group | $42,000 | paid | May 30 |
| INV-2026-003 | Stonebridge Capital | $64,000 | paid | Apr 14 |
| INV-2026-004 | Stonebridge Capital | $64,000 | sent | Jun 14 |
| INV-2026-005 | Apex Logix | $8,500 | overdue | Apr 30 |