GOOD MORNING, SAM
Dashboard
Your commercial pipeline at a glance.
LIVE PIPELINE£1.24m12 active opportunities
APPROVED£385k3 deals
COMPLETED THIS MONTH£240k4 completions
COMMISSION£7,850this month
MONTHLY TARGET78.5%£7,850 of £10,000
Recent opportunities
| BUSINESS | REQUIREMENT | AMOUNT | STAGE | NEXT ACTION |
|---|---|---|---|---|
| Oakfield Engineering Ltd | Asset Finance | £185,000 | Application | Chase lender |
| Harrison Dental Group | Acquisition | £350,000 | Documents | Bank statements |
| Northstar Logistics Ltd | Working Capital | £120,000 | Approved | Client decision |
PROSPECTING
Cold Calling
Work through today's prospecting list, capture the outcome and keep the next action clear.
+ Add Prospect
| COMPANY | CONTACT | TELEPHONE | LAST CONTACT | NEXT ACTION |
|---|---|---|---|---|
| Atlas Mechanical Ltd | James Carter | 020 7946 0182 | New prospect | Call today |
| Crownline Transport Ltd | Sarah Mills | 01622 555 184 | No answer | Callback 11:30 |
OPPORTUNITIES
Leads
Qualified funding opportunities ready to progress.
| BUSINESS | REQUIREMENT | AMOUNT | CONTACT | NEXT ACTION |
|---|---|---|---|---|
| Redbridge Property Co | Bridging Finance | £275,000 | Michael Reed | Discovery call |
| Barton Foods Ltd | Working Capital | £80,000 | Helen Barton | Request accounts |
Document Gathering
This workspace is ready for the next prototype build.
Lender Applications
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Approved Deals
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Completed Deals
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Reporting
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Lender Panel
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Tasks & Calendar
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Settings
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