Sample workspace
Workspace overview
Pipeline value
$15,400
$7,270 weighted
Active deals
4
4 open stages
Closed won
$2,400
1 won deal
Clients
4
1 onboarding
Collected
1 invoice$2,300
Outstanding
1 invoice$2,400
Overdue
1 invoice$1,500
Drafts
0 invoices$0
Recent activity
View allLocal SEO retainer moved from negotiation to won
Northwind Dental · Jordan Reyes · Oct 6, 2026, 10:12 AM
Kickoff call: agreed on sitemap and launch date
Summit Roofing · Priya Shah · Oct 5, 2026, 2:30 PM
Invoice DEMO-INV-2026-002 paid online ($2,300)
Atlas Legal Group · Online payment · Oct 3, 2026, 9:05 AM
Proposal emailed to Sofia Garcia
Bloom Florals · Jordan Reyes · Oct 2, 2026, 4:41 PM
Upcoming tasks2
View allSend website wireframes
Summit Roofing · 2026-10-14
high
Monthly SEO report
Northwind Dental · 2026-10-31
medium
Pipeline summary
Open board| Stage / deals | Value | Weighted |
|---|---|---|
| Lead1 deal | $900 | $90 |
| Qualified1 deal | $4,800 | $1,440 |
| Proposal1 deal | $3,500 | $1,400 |
| Negotiation1 deal | $6,200 | $4,340 |
| Won1 deal | $2,400 | $2,400 |
| Lost0 deals | $0 | $0 |
Recent invoices
All invoicesCLIENT / DUE DATEAMOUNT / STATUS