Lease Maturity
Next 180 days
12
Service Upgrades
In replacement cycle
12
Warranty Expirations
Next 90 days
10
Re-engage (12mo+)
No contact in a year
10
Unsold Follow-up
Awaiting outreach
12
Activity vs Opportunity
Logged outreach and resulting opportunities — last 12 weeks
Conversion Funnel
From contact to delivered sale
Contacted482 (100%)
Appointment214 (44%)
Showed156 (73%)
Sold71 (46%)
Overall close rate14.7%
Pipelines
Each tab is a workable list. Hit the action icons to log outreach.
12 records
| Next Best Action | Action | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Iris Mahmoud | 2024 Honda Pilot | 2026-05-26 | 0 | $5,500 | 2026-04-07 | K. Nguyen | In Progress | Book trade appraisal | ||
| Carla Whitfield | 2023 Ford Escape | 2026-06-05 | 1 | $4,200 | 2026-05-07 | A. Morgan | New | Book trade appraisal | ||
| Quentin Brooks | 2023 Ford Edge | 2026-06-21 | 1 | $3,700 | 2026-04-04 | M. Brooks | Snoozed | Book trade appraisal | ||
| Daniel Reyes | 2023 Honda Accord | 2026-06-28 | 2 | $3,100 | 2026-05-04 | J. Patel | In Progress | Schedule lease-end review | ||
| Priya Shah | 2024 Toyota RAV4 | 2026-07-13 | 2 | $5,800 | 2026-05-01 | S. Chen | Snoozed | Schedule lease-end review | ||
| Marcus Lin | 2023 Chevy Equinox | 2026-07-28 | 3 | $2,900 | 2026-04-28 | R. Diaz | New | Schedule lease-end review | ||
| Olivia Bennett | 2024 Ford F-150 | 2026-08-12 | 3 | $7,600 | 2026-04-25 | K. Nguyen | In Progress | Schedule lease-end review | ||
| Henry Olson | 2023 Toyota Camry | 2026-09-01 | 4 | $2,400 | 2026-04-22 | M. Brooks | Snoozed | Quarterly check-in | ||
| Grace Tanaka | 2024 Honda CR-V | 2026-09-21 | 4 | $5,200 | 2026-04-19 | A. Morgan | New | Send equity offer | ||
| Theo Park | 2024 Chevy Trailblazer | 2026-10-11 | 5 | $1,800 | 2026-04-16 | J. Patel | In Progress | Quarterly check-in | ||
| Naomi Carter | 2024 Ford Bronco Sport | 2026-10-21 | 5 | $6,300 | 2026-04-13 | S. Chen | Snoozed | Send equity offer | ||
| Eli Rosen | 2023 Toyota Highlander | 2026-11-05 | 6 | $4,400 | 2026-04-10 | R. Diaz | New | Quarterly check-in |
Today's Priority Queue
Top 10 opportunities ranked across all pipelines
- 01
Iris Mahmoud
Lease ends in 12 days
Lease - 02
Bianca Lopez
Warranty ends in 5 days
Warranty - 03
Jeremy Watts
Inquired 3 days ago — no contact
Unsold - 04
Riley Foster
$12.4k equity on 2018 F-150
Service - 05
Owen Ali
700 days no contact, $45.8k LTV
Re-engage - 06
Carla Whitfield
Lease ends in 22 days
Lease - 07
Erica Sloan
Warranty ends in 14 days
Warranty - 08
Sofia Ramirez
$11.2k equity, 91k miles
Service - 09
Anika Suresh
Showroom visit 5 days ago
Unsold - 10
Yuki Tanaka
660 days no contact
Re-engage