Good morning, Sarah

Wednesday, July 8 · here's what needs you today

REVENUE MTD+18%
$127.3K
OPEN PIPELINE17 deals
$486K
ACTIVE PROJECTS6 this mo.
12
OUTSTANDING3 overdue
$96.4K

Needs your attention

4
⚡

3 interconnection apps need info — R. Osei, Amara Okafor, K. Alvarez

Utility · action required

$

Payment overdue — Diane Meyer INV-2291 ($8,360), 9 days late

Finance · dunning sent

↗

4 proposals over $30K have had no reply in 7+ days

Pipeline · follow-up

◎

6 leads went unresponsive this week

Leads · re-engage

Today's schedule

View all →
08:00
⚡
Install — R. Osei

Crew Alpha

10:30
◎
Site visit — Trellis HOA

R. Nunez

13:00
◔
Inspection — Brian Carter

K. Brooks

14:00
⚡
Install — Devon Pratt

L. Romero

Interconnection

Details →
4
Drafted
6
Submitted
8
Review
7
Approved
3
PTO

Pipeline

Details →
$894K
Qualified5$133K
Site Visit4$136K
Design3$106K
Proposal Sent3$413K
Negotiation2$106K

Recent activity

APS approved Maya Cohen’s interconnectionUtility API8m
Deal won — Hannah Lang, $24.8KPipeline2h
Diane Meyer install passed city inspectionSchedule3h
12 new leads enriched from Aurora importLead Bot1d
PTO issued — Ellis Ward (Oncor)Utility API1d