Workspace / Overview

Good morning, Olivia ✦

Here’s what’s happening across your sales workspace today.

Open pipeline
£108,000↑ 12.8% this month
Deals won this month
12↑ 3 from last month
Active contacts
248↑ 18 added this month
Upcoming activities
124 scheduled today

Pipeline performance

Oct
Nov
Dec
Jan
Feb
Mar

Deals to watch

£48,000
£32,500
£27,500

Recent activity

Quarterly planning call
Call with Amelia Hart
2026-11-12
Solution review
Meeting with Copper Finch expansion
2026-11-11
Proposal follow-up
Email with Meridian advisory suite
2026-11-10

Today’s focus

Follow up with Amelia Hart10:30 AM
Meridian solution review2:00 PM
Log activity