7d Past CloseAl Jazeera Studio A, B and C — $655K at 50% (Decision Pending)Close date was Jul 13 — now 7 days overdue. Decision Pending stage. Resolve this week!
Overdue 41dSun West Mortgage Ankit Shetty — Dallas LED wallankit.shetty@swmc.com | 562-655-8932 — was due Jun 9
My Lead Sources 2026 YTD
Rep-Created65(82%)
Marketing14(18%)
Paid Search: 4Direct: 5Organic: 5
Won deals 2026: 2 rep-sourced
2026 Revenue Goal
55.1% of year elapsedBehind pace
$0.2Mof $7.0M annual goal2.7%
$6.8M remaining · needs $757K/month to hit goal
Monthly won vs target ($583K/mo)
$0
Jan
$135K
Feb
$53K
Mar
Solid = actual · Gray = monthly target
Marketing Leads Assigned to Me
14of 60 goal (23%)
Revenue Performance
Cumulative Won Revenue
Monthly Won Revenue
Closed Won Deals
Deal
Amount
Close Date
Source
Lead Intelligence
Never Contacted
--
within 45-day window . all clear
↗ view in HubSpot
Awaiting Reply
--
contacts contacted but no reply yet
↗ view in HubSpot
Total Attention Needed
--
contacts need follow-up (45d window)
↗ view in HubSpot
New Leads -- Never Contacted
Created within last 45 days . assigned to Charles . no outreach logged yet
Action Required
Name
Company
Created
Days Old
Awaiting Reply -- No Response
Outreach sent 5-45 days ago . no reply received yet