Overview
Daily operating summary
Revenue MTD
$38.5K
51% of goal
Pipeline
$105K
5 open deals
Open Tasks
10
4 high priority
Closed Won MTD
$22K
April
Today's Focus
3 active today · 2 high priority
Review Q2 pipeline deck
Tommy · Due 2026-04-07
Send proposal to Meridian Group
Tommy · Due 2026-04-07
Clear founder inbox to zero
Tommy · Due 2026-04-07
Schedule
4 events · 2 client-facing
9:00 AM
Team standup
Next up
11:00 AM
Atlas Media onboarding call
Client
2:00 PM
Vortex Brands kickoff
Client
4:00 PM
Demo prep — Blue Ridge
Revenue
$38,500
of $75,000 monthly goal
Goal %
51%
Pipeline
$105K
Jan
Feb
Mar
Apr
Team
3 active · 3 in focus
TQ
Tommy Quinn
CEO
Closing Meridian + Atlas deals
SC
Sarah Chen
Account Manager
Atlas onboarding, Sunrise campaign
JR
Jake Rivera
Operations Lead
SOW updates, Pinnacle qualification