Good afternoon, Alex

Monday, May 25, 2026 · Here's what needs your attention today.

Total Pipeline Value

$284,500

Across 18 active deals in 5 stages

+$42k this month vs. last month

Open Leads

34

New leads awaiting qualification

+7 this week

Win Rate

61.4%

Closed won vs. all closed deals

+4.2% vs. last 30 days

Overdue Tasks

Needs attention

7

Tasks past their due date

3 more than yesterday

Tasks Due Today

12

5 high priority, 7 medium

4 completed so far

Unread Emails

23

Gmail inbox · last synced 3 min ago

8 linked to CRM contacts

Recent Activity

Deal "Meridian SaaS Renewal" moved to Negotiation

Previously in Proposal

14 min ago

New contact added: Priya Shankar

CTO at Nexfield Technologies

41 min ago

Task completed: "Send Q2 proposal to Harlow & Co."

Linked to deal: Harlow & Co. Expansion

1h 12m ago

Email received from Marcus Delacroix

"Re: Updated pricing for Q3 contract"

2h 05m ago

Task overdue: "Follow up with Okonkwo Ventures"

Was due May 23 · 2 days overdue

2h 30m ago

Document uploaded: "NDA_Brightfield_v2.pdf"

Linked to contact: Sandra Brightfield

Yesterday

Call logged with Tariq Al-Rashidi

18 min · Discovery call · Next: send proposal

Yesterday

Upcoming Tasks

Send revised proposal to Meridian SaaS

high
Today, 5:00 PM
Claire Morreau

Schedule demo call with Nexfield Technologies

high
Today, EOD
Priya Shankar

Review and sign NDA for Brightfield deal

high
May 23 · Overdue
Sandra Brightfield

Check in with Harlow & Co. post-proposal

medium
Tomorrow, 10:00 AM
James Harlow

Update deal notes for Okonkwo Ventures

low
May 27
Emeka Okonkwo