PACK-07

Executive Analytics Dashboard

RevenuePilot command view for CRM, proposals, invoices, payments, and AI sales actions.

Dashboard Health AI Assistant
Revenue Command Score 100%

Based on conversion, collection, pipeline, and active sales actions.

Collected Revenue $0

$3,500 outstanding across invoices.

Pipeline Value $26,900

3 active opportunities tracked.

Leads5
Customers3
Lead Conversion60%
Collection Rate0%
Proposals2
Proposal Value$6,100
Invoices1
AI Open Actions8

Pipeline Stages

Negotiation 1 deals
$6,400
Proposal 1 deals
$12,000
Qualified 1 deals
$8,500

Proposal Status

Draft 1 proposals
$2,600
Sent 1 proposals
$3,500

Invoice Collection

Unpaid 1 invoices · paid $0
$3,500

AI Recommended Actions

Follow up with Priya Shah

This lead has a score of 91 and an estimated value of 22,000.00. Send a personalized follow-up and move them toward proposal creation.

HIGH · CRM
Follow up with Samuel Okoro

This lead has a score of 88 and an estimated value of 15,000.00. Send a personalized follow-up and move them toward proposal creation.

HIGH · CRM
Advance opportunity: Northstar Consulting Growth Package

This opportunity is in proposal stage with 60% probability. Prepare a value-focused proposal and create a clear closing action.

HIGH · PIPELINE
Collect payment for invoice INV-DEMO-001

This invoice has an outstanding balance of USD 3,500.00. Send payment instructions and request proof upload.

HIGH · INVOICE
Follow up with Grace Mensah

This lead has a score of 69 and an estimated value of 6,400.00. Send a personalized follow-up and move them toward proposal creation.

MEDIUM · CRM
Advance opportunity: BrightPath Agency Growth Package

This opportunity is in qualified stage with 35% probability. Prepare a value-focused proposal and create a clear closing action.

MEDIUM · PIPELINE