Welcome back
Here's how Summit Medical Group is performing today.
Revenue (MTD)
$87,420
↑ 18.4% vs last month
New leads
142
↑ 12 today
No-show rate
4.2%
↓ 11.3% saved $3.2K
Active deals
28
↑ $214K in flight
Sales pipeline
28 active deals · $214,300 in flight
New Lead
$48,500 · 8
8
Sunridge Family Dental
Sarah Chen · Owner
Pacific Coast Realty
Marcus Thompson
Qualified
$62,800 · 9
9
Glow MedSpa
Jessica Wong
Bliss Hair Studio
Priya Sharma
Proposal
$58,400 · 7
7
Westside Dental
Dr. Michael Liu
Atlas Roofing Co
Jordan Reeves
Won
$44,600 MTD
4
Cedar Grove Family Med
Dr. James O'Connor
Coastline Real Estate
Emma Robertson
All contacts
847 contacts · 142 active this month
Recent engagement
Sorted by last touch
| Contact | Business | Status | Value | Last touch | Next action |
|---|---|---|---|---|---|
SC Sarah Chen sarah@sunridgedental.ca | Sunridge Family Dental | Hot | $4,200 | 2h ago | Send proposal |
MT Marcus Thompson marcus@pacificcoast.com | Pacific Coast Realty | Warm | $8,900 | 5h ago | Discovery call |
JW Jessica Wong jess@glowmedspa.com | Glow MedSpa | Hot | $12,500 | Yesterday | Signing today |
EM Eric Mackenzie eric@vancouverpro.ca | Vancouver Pro Painters | Warm | $5,800 | 2d ago | Follow-up Wed |
JR Jordan Reeves jordan@atlasroofing.ca | Atlas Roofing Co | Cold | $11,400 | 4d ago | Reactivation seq |
JO Dr. James O'Connor james@cedargrove.med | Cedar Grove Family Med | Won | $22,000 | Today | Kickoff Thu |
NP Dr. Naomi Park naomi@harmonywellness.ca | Harmony Wellness Clinic | Warm | $7,600 | 3d ago | Send proposal |
Sales pipeline
28 active deals · $214,300 forecasted
Active deals
All stages · Updated 2 min ago
New Lead
$48,500
8
Sunridge Family Dental
Sarah Chen
Pacific Coast Realty
Marcus Thompson
North Shore Chiro
Dr. Aisha Patel
Bayside Restaurant
Tom Mitchell
Qualified
$62,800
9
Glow MedSpa
Jessica Wong
Vancouver Pro Painters
Eric Mackenzie
Bliss Hair Studio
Priya Sharma
Stanley Park Yoga
Linda Chen
Proposal
$58,400
7
Westside Dental Group
Dr. Michael Liu
Atlas Roofing Co
Jordan Reeves
Harmony Wellness
Dr. Naomi Park
Won
$44,600 MTD
4
Cedar Grove Family Med
Dr. James O'Connor
Coastline Real Estate
Emma Robertson
Urban Cuts Barbershop
Tyler Brooks
My tasks
12 open · 4 due today · 2 overdue
Today & upcoming
Sorted by priority and due date
Send proposal to Sarah Chen — Sunridge Family Dental
$4,200 deal · Promised by EOD
Today 5pm
Discovery call — Marcus Thompson (Pacific Coast Realty)
30 min · Calendly booked
Today 2:30pm
Follow up with Westside Dental on signed proposal
Dr. Michael Liu · $18,200 deal
Tomorrow
Kickoff call — Cedar Grove Family Med
Completed 10:42am
Done
Review reactivation campaign performance for Q3 dormant list
8 contacts reactivated yesterday
Thu 4pm
Onboard Glow MedSpa team members (4 seats)
Setup Calendly + WhatsApp Business sync
Fri 12pm
Update no-show automation script for after-hours bookings
Add WhatsApp confirmation step
Next week
Performance reports
Last 30 days · Compared to previous period
Revenue by week
Last 8 weeks · Trending up 18.4%
Conversion funnel
Lead → Won pipeline ratios
Lead → Qualified
62.4%
Qualified → Proposal
48.2%
Proposal → Won
71.8%
Avg deal size
$7,650
Channel breakdown
Messages and bookings by channel
| Channel | Volume | Reply rate | Bookings | Revenue attr. |
|---|---|---|---|---|
WA WhatsApp Auto-flow + manual | 1,284 | 72% | 218 | $48,200 |
SM SMS Reminder + reactivation | 2,415 | 41% | 312 | $26,800 |
CL Phone Inbound + missed-call back | 186 | 89% | 71 | $12,420 |
Workspace settings
Summit Medical Group · Pro plan · 4 of 5 seats
General preferences
Workspace-wide behavior
Workspace name
Shown to your team and clients
Timezone
Used for reminders and reports
Two-factor authentication
Required for all admin accounts
Auto-send SMS reminders
24h before appointment, customizable per service
Notifications & alerts
Choose what you want to hear about
Daily digest email
Sent at 8:00am to all admins
Deal won notifications
Push to mobile and Slack
Negative review alerts
Real-time alert below 4 stars
Weekly performance report
Monday morning summary