Hi Mona, 68% of goals achieved and the rest can be achieved by focusing on 20 top leads.
1 month until Q4 ends
Target $45 million
68% percent of target achieved
Won 18m
Committed $8m
Qualified $3m
Best case $7m
Leads $75m
Copilot has pinpointed 20 key leads that show strong purchase intent and are actively engaging. These leads need to focus
Jane Reyes
COO•Northwind Traders
Engage with Jane Reyes
Jane may be interested in upgrading espresso machines for her in-store coffee shops.
Expand business • High buying intent
Allan Munger
Head of Real Estate Development•Contoso Coffee
Prepare for meeting with Allan
Prepare for high-buying intent meeting Copilot scheduled for 2 PM regarding upgrading service contract.
Upcoming meeting • Due today
Jane Doe
Senior Marketing Manager•Acme Corporation
Review Campaign Strategy with Jane
Discuss the upcoming digital marketing campaign and finalize the content strategy for Q1.
Action required • Due tomorrow
Jane Doe
Senior Marketing Manager•Acme Corporation
Review Campaign Strategy with Jane
Discuss the upcoming digital marketing campaign and finalize the content strategy for Q1.
Action required • Due tomorrow
Jane Doe
Senior Marketing Manager•Acme Corporation
Review Campaign Strategy with Jane
Discuss the upcoming digital marketing campaign and finalize the content strategy for Q1.
Action required • Due tomorrow
Other key activities
Cafe A100 for Woodland Bank
Woodland Bank • $280,000 •8 days to close
Review draft and reply to Chris Naido
Partnership opportunity for Fabrikam
Frabrikam • $5,000,000 •12 days to close
Prepare me for Fabrikam's stakeholder meeting
| Name | Topic | Status reason | Created On |
|---|---|---|---|
| Winiford Asher | Cafe A100 | New | 4/02/2024 12:00 PM |
| Marlene Gregory | Art Showcase B320 | Pending | 4/01/2024 9:45 AM |
| Samuel Everett | Workshop C200 | Approved | 3/28/2024 3:30 PM |
| Lila Montgomery | Music Fest D500 | Rejected | 3/30/2024 1:15 PM |
| Carter Whitman | Gala E210 | New | 4/03/2024 8:20 AM |
| Isabelle Harper | Tech Expo F610 | Approved | 3/29/2024 10:00 AM |
