CRM

Pipeline · synced from GoHighLevelSample data

CRM

A$23,400 open pipeline across 11 opportunities. Jarvis nudges stale deals automatically.

Pipeline flow - quarter to date

Sample dataghl stages · hover for detail
New lead4 · A$7,000
▾ 75% advance to discovery
Discovery booked3 · A$6,900
▾ 100% receive a proposal
Proposal sent3 · A$7,500
▾ 67% close
Won · this quarter2 · A$3,994/mo
Counts and stage value come from the live GHL sync. The board below lists the same deals by stage.
Sample data
New lead4 · A$7,000
Meridian Conveyancing
via LinkedIn outreach
Social · A$9992d
Coastline Buyers Co.
referral, Bryce (RX)
Full stack · A$2,9951d
Fern & Field Landscaping
website form
PPC · A$9965h
Apex Physio Group
Lemlist campaign reply
Social · A$9993h
Discovery booked3 · A$6,900
Southbank Accountants
call Fri 10:00, Mina
Prep readyFri
Iron Ridge Gyms
call Mon 14:00, Mina
Full stackMon
Bluewater Marine Sales
rescheduled twice
Going cold9d
Proposal sent3 · A$7,500
Grange Estate Agents
opened 4 times, no reply
Follow up queued6d
Lumen Solar
negotiating scope
Active2d
Parkside Podiatry
sent yesterday
A$999/mo1d
Won · this quarter2 · A$3,994/mo
NorthShore Dental
signed 01 Jul, onboarding
WonA$999
Harbourline Legal
upsell, added PPC
WonA$2,995

Agency clients · live

ClientStatusMRRLast contactRisk
RX PropertyActiveA$2,995YesterdayHealthy
Wealthkey PropertyActiveA$2,990Today2 urgent emails
A-Team FinancialActiveA$1,99921 Jun (11d)Quiet, act
Harbourline LegalActiveA$3,99030 JunHealthy
NorthShore DentalOnboardingA$999TodayWeek 1
Bright Path AcademyPaused—02 MayOn hold