What needs your attention today
One operating view from ad spend to qualified lead, booked job, payment, and gross profit. Metrics without a decision are noise.
Revenue and gross profit trend
Monthly performance with campaign attribution intact.
Action queue
Ranked by urgency, value, and confidence.
Call Sarah Mitchell now
Score 96, deadline inside seven days, and decision-maker status confirmed.
Collect overdue balance on INV-1046
The invoice is six days overdue with $2,750 still outstanding.
Scale Senior Move Readiness
The campaign has five won deals and profit ROAS above the scale threshold.
Keep Veteran Support paused
The campaign crossed the stop-loss threshold with zero qualified leads.
Follow up on Daniel Kim’s quote
The quote was viewed twice and expires in 10 days.
Lead-to-cash funnel
Current campaign cohort, not vanity lead volume.
Campaign decisions
Scale, test, fix, or stop based on profit signals.
Hot leads
Highest-value open conversations first.
| Lead | Score | Service | Est. value | Next move |
|---|---|---|---|---|
| Brian Lewis Jun 29 | 96 | Senior Relocation Hot | $3,200 | Call within 10 minutes and offer the earliest assessment slot. |
| Steven Baker Jul 11 | 90 | Senior Relocation Hot | $3,200 | Call within 10 minutes and offer the earliest assessment slot. |
| Nicole Carter Jul 10 | 90 | Downsizing Plan Urgent | $4,750 | Call within 10 minutes and offer the earliest assessment slot. |
| Daniel Kim Jul 14 | 87 | Senior Relocation Hot | $3,200 | Call within 10 minutes and offer the earliest assessment slot. |
| Thomas Nguyen Jul 7 | 87 | Move Management Hot | $6,500 | Call within 10 minutes and offer the earliest assessment slot. |
Finance pulse
Cash, collections, and bookkeeping pressure.