Overview · Q2 2026
Good afternoon, Rosa
Last 30 days
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PIPELINE VALUE
$1.42M
↑ 18.4% vs last month
REVENUE (MTD)
$284K
↑ 23%
WIN RATE
37%
↑ 4.1pp
AVG CLOSE
11d
↑ 35% faster
Revenue & forecast
7D
30D
90D
YTD
ACTUAL
FORECAST
Pipeline by stage
MoreNEW12
Henderson
$48k
Choi
$67k
Reyes
$22k
QUOTED8
Tan landscape
$54k
Marcus cabinet
$31k
Singh deck
$72k
WON6
Northfield
$112k
Volpe
$84k
Brennan
$96k
BUILD4
Mercer P3/5
$48k
Lopez P2/5
$28k
AI tasks for today
7 NEW
Follow up with Jonah Mercer about heated pergola — referred by Sara R., quote draft attached.
SALES
Send change order #4 to Brennan family for matte black hood swap.
PROJECTS
Draft warranty reply for Henderson lighting flicker.
Schedule site visit for Devin Choi — Tue or Thu afternoon both work for his crew.
CALENDAR
Confirm EastMark Electric insurance — expires 6/14, renewal pending.
RISK
Calendar
MAY 2026
MTWTFSS
2829301234
567891011
12131415161718
19202122232425
2627282930311
2:30P
Site walk · Henderson pergola
w/ Rachel Brennan · Diego Silva
4:15P
Quote review · Choi residence
Internal · sales sync
TMR
EastMark Electric · rough-in walkthrough
9:30A · Riverside addition
Activity
LIVEHenderson family signed quote #QT-1142
$48,200 · pergola · cedar 14×16
12 MIN AGO
Permit approved · Marin County
PRG-2641 · Henderson
1 HR AGO
New comment from Rachel Brennan
"Can we try a matte black hood?"
2 HR AGO
Jamal Greene won deal · Volpe pergola
$84,000 · added to build queue
3 HR AGO
AI auto-replied to Jonah Mercer
First response · 11 seconds
4 HR AGO
Team performance · Q2
Sales
PM
Crew
RV
142%
$412k
Rosa Vega
OWNER · CEO
JG
118%
$284k
Jamal Greene
SALES LEAD
MP
96%
$198k
Maya Park
PROJECT MGR
AC
82%
$148k
Amelia Cho
DESIGNER · SALES