A little clarity. A stronger day.
Morning, Tristan.
Your goal, your opportunities, your day.
This month · completed work
$12,600 / $30,000
42% of your monthly goal completed
CompletedUpcoming booked workRemaining goal
Upcoming booked$5,400
Gap after booked work*$12,000
Cash collected$10,800
*Assumes booked work is completed this month. Not collected revenue.
Open estimates
$4,6503 sample estimates · not booked
Follow-ups
2 dueAwaiting a customer update
Avg. completed job
$600Sample: $12,600 across 21 jobs
This week's openings
3 slotsSample scheduling capacity
Keep the loop closed.
Estimates awaiting a decision · sample records
Customer / serviceEstimateLast contactNext step
On the docket.
Illustrative day · not your live calendar
8:00 AM
Customer follow-ups
Two estimates due for an update · 20 min
9:00 AM
House wash · Sample property
North Spokane · booked production block
1:30 PM
Neighborhood outreach
Near today's job · protected sales time
4:30 PM
Close out the day
Update GHL, confirm next steps, log activity
What would it take?
Explore a path from the remaining gap.
20additional jobs
←50estimates needed
←1,000doors in this scenario
Planning assumptions, not measured INW conversion rates. Assumes all additional jobs come from door outreach. Does not account for production capacity, costs, or lead-to-job timing. Edits stay on this device.
The business, at a glance.
Sample pipeline · stages reflect the current GHL structure
Snapshot counts, not a conversion funnel. Sale stage alone does not prove a completed or paid job.