Executive Team Dashboard

Company-wide pipeline, sales activity and web funnel for leadership.

Sales Module — funnel

From first visit to signed prospect. Web stages come from web traffic; the rest from the contact-form log.

Every live client engagement across the company.

Qualified pipeline. Assign & convert from the Executive Console on My Workspace.

Everyone who filled out a contact form on the marketing site. Mark contacted, or convert a lead to a prospect.

Daily visits and behaviour. Placeholder until an analytics feed is connected.

From the intake form

Prospect details — sales team fills these in

Prospect / project

Client / company

Market (City, ST)

Stage

Phone

Asset type

Estimated budget

Target timeline

Next step

Sales notes

First member is the lead owner. Everyone selected gets an email and a group-chat invite to the new engagement dashboard.

Services to commission

Pick what the client is buying. These route to the Engagement Admin as the go-live checklist — each starts locked until its deposit clears.