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Open deals by stage, scored by how likely they are to close. Drag a card to move it; drop on Sold to record the client's decision.
New project
Open pipeline
$
1
0
7
,
7
7
5
$107,775
10 deals
Weighted forecast
$
7
2
,
2
7
6
$72,276
67% of open
Hot deals
4
4
$
7
5
.
7
K
$75.7K
Win rate
95%
19 of 20 · 180 days
Ask Copilot
What's the forecast this month?
Which deals have gone quiet?
Which proposals are hot?
All open
10
Hot
4
Viewed
3
Stuck 14d+
3
Mine
0
Filters
Intake
2
RFQ
2
Proposal draft
1
Proposal sent
4
Delayed
1
Sold
11
Lost
1
Intake
2
—
not priced yet
23245
Not priced
Fox Village architectural review & unit turn repairs
Fox Village Apartments
Cold
23
PK
1d in stage
RFQ
23225
Not priced
Lakeview Plaza — roof leak (campaign click)
Lakeview Plaza LLC
Cold
23
SO
2d in stage
RFQ
RFQ
2
—
not priced yet
23242
Not priced
Parking lot sealcoat & restripe — Capri Menomonee Falls
Capri Senior Communities
Cool
43
Step 2/3
1/1 quotes
KL
7d in stage
Proposal
23224
Not priced
Presbyterian Homes Superior — gutters & downspouts
Presbyterian Homes & Services
Cool
36
Step 2/3
1/3 quotes
JH
15d in stage
Proposal
Proposal draft
1
$17,360
$7,986 weighted
23243
$17,360
Exterior repaint — U-Haul West Allis
U-Haul
Cool
46
MR
3d in stage
Proposal
Proposal sent
4
$75,715
$58,263 weighted
23230
$34,300
Tuckpointing — Smith Hall south elevation
Ripon College
Hot
76
3w
Step 3/7
AS
15d in stage
Decision
23241
$3,025
Roof leak over kitchen — KinderCare Waukesha
KinderCare Learning Centers
Hot
79
Step 1/7
CW
3d in stage
Decision
23232
$29,400
Kroc Center gym repaint
The Salvation Army — Wisconsin & Upper Michigan
Hot
76
2w
Step 3/7
ME
13d in stage
Decision
23222
$8,990
Capri Oconomowoc — memory care corridor repaint
Capri Senior Communities
Hot
83
7d
Step 2/7
KL
8d in stage
Decision
Delayed
1
$14,700
$6,027 weighted
23231
$14,700
Library entrance door replacement
Carroll University
Cool
41
Revisit Oct 10
SM
15d in stage
Decision
Sold
11
Projects
in the last 30 days
Drop a deal here to record the client's decision
23240
$270
Toilet backed up — Honey Creek Bldg C
23244
$1,335
Emergency HVAC — BMO Brookfield
23239-1
$4,650
CO-1: Add emergency lighting circuit, Main Hall
Lost
1
$3,600 passed on
Collapsed · drop a deal here to mark it lost