AUGUST GOAL
$13,350remaining
Goal$30,000
Booked$16,650
Progress55%
Sunday, July 26
Dashboard
OPEN PIPELINE
$41,500
High priority$18,000
Medium priority$15,500
Low priority$8,000
GOAL COVERAGE
$16,250
weighted potential
$2,900 above gapCurrent opportunities could cover the goal.
NEW LEADS
3 need a response
FOLLOW-UPS
2 due today ยท 1 overdue
| Name | Service | Budget | Priority | Status | Next follow-up |
|---|
AUGUST BOOKED
$16,650
RETURNING CLIENTS
$10,000
| Date | Client | Source | Service | Amount |
|---|
Monthly target
The largest number on your dashboard is always the amount remaining.
Pipeline weighting
Editable weighting comes after the core workflow is validated.