CRM
How I'm Doing
Sales This Month
$71,900
Orders Closed
5
What I Must Do
Overdue
3
Due Today
4
What I Expect
Closing This Week
$108,600
Open Pipeline
$412,900
How The Team Is Doing
Team Sales
$229,100
Orders Closed
16
What The Team Must Do
Overdue Follow-Ups
10
Deals At Risk
7
What We Expect
Closing This Week
$132,800
Open Pipeline
—
My Desk
Today's Sales Actions
| Call John Delgado · Coastal Surfaces LLC4d Late AttentionCallback promised Sep 4 | ||
| Follow up QUO-2026-0034 · Lumina Interiors9d Quote$48,200 sent, Not Opened | ||
| Send QUO-2026-0023 · Verona Import Partners12d Quote$15,000 draft, never sent | Open | |
| Reply to Sam Okafor · Gulf Coast Fabrication22 min ago ShowroomAsked for pricing on Taj Mahal quartzite | ||
| Alert Elena Petrova · Stone Source DistributorsToday StockCalacatta Gold wishlisted · only 2 slabs left | ||
| Call Ana Ruiz · Elite Kitchens3:00 PM QuoteQUO-2026-0026 $9,750 opened twice, no reply | ||
| Call Dev Patel · Atlas Kitchen & Bath4:00 PM AttentionFollow-up due on QUO-2026-0047 $6,400 | ||
| Send revised QUO-2026-0030 · Marble & Co. Design StudioToday SignalViewed Statuario Venato 6× this week | Open | |
| Check in with Tom Reyes · Prestige Home RetailToday SignalUnusual: 3 visits after 6 quiet months | ||
Nothing Left On This Filter
The panels below add rows here as clients act — or push one yourself with Queue.
| Sent Blue Bahia remnant photos · Atlas Kitchen & Bath9:12 | ||
| Logged visit notes · Meridian Design Studio9:40 |
Hot Clients & Buying Signals
2 NewHeat = views × recency × wishlist × pricing
Active Quotes
| Quote | Value ▲ | Do |
|---|---|---|
| Gulf Coast FabricationQUO-2026-0035 · 8 slabsToday Accepted | $61,30090% | Open Queued |
| Marble & Co. Design StudioQUO-2026-0030 · 4 slabs2d ago Partially Accepted | $27,90070% | Open Queued |
| Stone Source DistributorsQUO-2026-0028 · 2 slabs1d ago Partially Accepted | $19,40060% | Open Queued |
| Lumina InteriorsQUO-2026-0034 · 1 bundle9d Shared · Not Opened | $48,20040% | Queued |
| Elite KitchensQUO-2026-0026 · 640 sf5d ago In Review | $9,75035% | Queued |
| Atlas Kitchen & BathQUO-2026-0047 · 1 remnant lot1d ago Shared | $6,40030% | Queued |
| Verona Import PartnersQUO-2026-0023 · 1,200 sf12d ago Draft | $15,00020% | Send Queued |
No Quotes Match
Nothing has gone stale — every open quote was touched in the last week.
Showroom Activity Right Now
3 Browsing Now| When | Client | What They Did | Material | Do |
|---|---|---|---|---|
| Now | Sam Okafor · Gulf Coast Fabrication | Asked for pricing | Taj Mahal quartzite slab #TM-114 | |
| Now | Lisa Chen · Marble & Co. Design Studio | Viewing · 4th visit this week | Statuario Venato slab #SV-208 | |
| Now | Elena Petrova · Stone Source Distributors | Added to wishlist | Calacatta Gold slab ×2 #CG-118 | Queued |
| 11 min | Tom Reyes · Prestige Home Retail | Revisited · 3rd time today | Nero Marquina tiles 12×24 | Queued |
| 26 min | Maria Fuentes · Lumina Interiors | Opened a bundle | Bianco Carrara bundle B-77 |
My Team
Team Sales Performance
Behind first| Rep | Target vs Actual | Gap vs Pace ▲ | Orders ▲ | Avg Order ▲ | Trend | Status |
|---|---|---|---|---|---|---|
$23,800 / $140,000 · 17% |
−$13,500 | 2 | $11,900 | Off Track | ||
$44,100 / $200,000 · 22% |
−$9,200 | 3 | $14,700 | Behind | ||
$71,900 / $250,000 · 29% |
+$5,200 | 5 | $14,380 | On Pace | ||
$89,300 / $310,000 · 29% |
+$6,600 | 6 | $14,883 | On Pace | ||
| Team | $229,100 / $900,000 · 25% |
−$10,900 | 16 | $14,319 | Behind Pace |
Pipeline by Sales Rep
Draft
Shared
In Review
Partially Accepted
Accepted
DT Diego Torres
19 quotes · weighted — · oldest untouched 5d
EC Elena Costa
11 quotes · weighted — · oldest untouched 12d
SR Sofia Ramirez
12 quotes · weighted — 30% Still Draft
MA Marco Alvarez
7 quotes · weighted — Nothing In Review oldest untouched 19d
Follow-Up Accountability
10 Overdue
MA
Marco Alvarez
Overdue 4 oldest 19d
Neglected 2 · $122,500
Reply 9.4 h
On Time 41%
Elite Kitchens QUO-2026-0020 · draft never sent · $38,00019d
Gulf Coast Fabrication QUO-2026-0022 · follow-up · $84,50014d
Gulf Coast Fabrication · callback12d
Prestige Home Retail · callback8d
EC
Elena Costa
Overdue 3 oldest 12d
Neglected 2 · $63,200
Reply 0.4 h
On Time 91%
Verona Import Partners QUO-2026-0023 · draft never sent · $15,00012d
Lumina Interiors QUO-2026-0034 · follow-up · $48,2009d
Coastal Surfaces LLC · callback4d
SR
Sofia Ramirez
Overdue 2 oldest 8d
Neglected 1 · $88,000
Reply 3.1 h
On Time 68%
Atlas Kitchen & Bath QUO-2026-0033 · reminder · $88,0008d
Prestige Home Retail QUO-2026-0027 · follow-up · $52,0006d
DT
Diego Torres
Overdue 1 oldest 3d
Neglected 0
Reply 0.6 h
On Time 84%
Marble & Co. Design Studio · visit notes3d
At-Risk & High-Value Quotes
7 need intervention · $294,200 in quotes| Value | Quote | Why It Is At Risk | Rep | Heat | Do |
|---|---|---|---|---|---|
| $84,500 | QUO-2026-0022 · Gulf Coast Fabrication | Going Cold 14d no touch after 2 emails | MA | ||
| $71,500 | QUO-2026-0025 · Atlas Kitchen & Bath | Needs Manager Accepted · waiting on credit terms 6d | DT | ||
| $52,000 | QUO-2026-0027 · Prestige Home Retail | Big & Stalled In review for 21d with no movement | SR | ||
| $48,200 | QUO-2026-0034 · Lumina Interiors | Going Cold Sent 9d ago · Not Opened | EC | ||
| $38,000 | QUO-2026-0020 · Elite Kitchens | Going Cold Draft for 19d · never sent | MA | ||
| $120,000per year | Gulf Coast Fabrication | Needs Manager Callback overdue 12d on a top-5 account | MA | ||
| $96,000per year | Marble & Co. Design Studio | Losing Activity Showroom visits down 70% vs the prior 90 days | DT |
Nothing Needs Intervention
No quote matches this filter.
Sales Rep Activity
Last 7 DaysCells are tinted against each column's best · deltas are versus the previous period · amber marks anything below half the team median
| Rep | Calls ▲ | Emails ▲ | Quotes Sent ▲ | Client Contacts ▲ | Showroom Replies ▲ | New Quotes ▲ | CRM Notes ▲ | Activity Score ▲ |
|---|---|---|---|---|---|---|---|---|
| MA Marco Alvarez | ||||||||
| SR Sofia Ramirez | ||||||||
| EC Elena Costa | ||||||||
| DT Diego Torres | ||||||||
| Team Median | — |
Sales Meeting View
Week of Sep 7
Presenting: All
Closed
What did you close?
3 · $56,500
DT
Create Group $32,000
Calacatta Gold bundle B-0412 · PO received Mon
EC
Coastal Surfaces LLC $14,900
Nero Marquina tiles 12×24 · PO Tue
SR
Little Havana Tile Co. $9,600
Crema Marfil tiles · paid
No orders closed this week
Working On
What are you working on?
2 · $115,900
SR
Atlas Kitchen & Bath $88,000
Sent 8d · Not Opened · Statuario Venato ×6
EC
Marble & Co. Design Studio $27,900
Partially accepted · revised quote due today
No active work logged
Closing Next
What will close next?
2 · $132,800
DT
Atlas Kitchen & Bath $71,500
Accepted · waiting on credit terms
EC
Gulf Coast Fabrication $61,300
Accepted · PO promised Friday · Taj Mahal ×8
Nothing forecast to close
Stuck
What is stuck?
2 · $136,500
MA
Gulf Coast Fabrication $84,500
14d silent after two emails
SR
Prestige Home Retail $52,000
In review 21d · no movement
Nothing stuck
Needs Help
What do you need help with?
3 asks
MA Gulf Coast Fabrication
Pricing Approval asks 8% off the Calacatta Gold bundle
DT Atlas Kitchen & Bath
Credit Terms $71,500 waiting on approval
SR Atlas Kitchen & Bath
Container ETA needs the Statuario Venato arrival date before pricing
No asks raised
Performance
The Ratios That Matter
This Month Against Target
September · Miami
Where The Deals Are Lost
48 quotes · last 13 weeks
Slabs Held Against Slabs Sold
Six months
Quoted Against Won
Last 13 weeks
Price Realization
Six months
What You Are Actually Selling
Won value · last 13 weeks · product type, then product
Who Actually Pays
Top six by won value · last 13 weeks
- Contact
- Client
- Where
- Showroom
- Looking At
- Open Quote
- None yet
Sales This Month
Open Pipeline
Orders Closed
Overdue Actions
- Quote
- Rep
- Action