Hi Mona, 68% of goal achieved and the rest can be achieved by focusing on 20 top leads.
1 month until Q4 ends
Target: $45 million(68% achieved)
Won $18m
Committed $8m
Best Case $7m
Qualified $5m
Lead $75m
Copilot has pinpointed 20 key leads that show strong purchase intent and are actively engaging. These leads need your focus.
Jane Reyes
COO • Contosso Coffee
Engage with Jane Reyes
Jane may be interested in upgrading espresso machines for her coffee shops
Expand business •
High buying intent •
Allan Munger
Head • Northwind Traders
Prepare for a meeting with Allan
Prepare for high-buying meeting Copilot scheduled for 2 PM
Upcoming meeting •
Due today •
Other key activities
Cafe A100 for Woodland Bank
Woodland bank • $280,000 • 8 days to close
Review draft and reply to Chris Naido
Partnership opportunity for Fabrikam
Fabrikam • $5,000,000 • 12 days to close
Review draft and reply to Chris Naido
| Name | Topic | Status Reason | Created On |
|---|---|---|---|
| Jane Reyes | Espresso Machines for Coffee Shops | New | 2024-04-02 12:00 PM |
| Winford Asher | Cafe A100 for Commercial Use | New | 2024-03-30 7:45 AM |
| Josia Love | Upgrading Service Plan | New | 2024-03-28 3:30 PM |
| Harrison Curtis | Issue with Throughput on EspressoMaster | New | 2024-03-25 11:05 AM |
| Halle Griffiths | Expanding Business | New | 2024-03-23 4:50 PM |