Rep Overview for Amelia Chen

Demo

A personal view of assigned leads, follow-up tasks, closed deals in delivery, and payments currently due.

Rep overview foundation

This mockup establishes the future data relationships for Amelia Chen. Values are not persisted; they will be calculated from assigned leads, estimates, tasks, deals, jobs, and payment states when those sources are connected.

Open pipeline

Open Sales

$142.4K

9 awaiting outcome

Estimates sent by this rep that are still awaiting a won or lost outcome.

Follow-up due

Open Customers

7

3 overdue

Customers with dedicated follow-up tasks assigned to Amelia Chen.

Awaiting operations

Open Jobs

6

6 in delivery

Closed deals in the operational pipeline that are not installed and now await work from others.

Outstanding balances

Open Finance

$48.2K

4 due

Remaining payments currently due on jobs where a deposit has already been collected.

Qualified Lead Flow

523 leads

Total leads assigned over the last 12 months.

Estimates Sent

184 estimates

35% of assigned leads received an estimate.

184 sent

523 assigned

Work Requiring Attention

Incomplete tasks currently assigned to Amelia Chen.

Task	Customer	Due	Status
Return qualification call TASK-1184	Emily Clarke CUS-1046	Today, 10:30 am	Due today
Confirm estimate decision TASK-1181	Nathan Brooks CUS-1035	Overdue by 35 min	Overdue
Review revised roof photos TASK-1187	Olivia Chen CUS-1034	Today, 2:00 pm	Due today
Schedule follow-up call TASK-1192	Priya Shah CUS-1038	Tomorrow, 9:00 am	Upcoming

Recent Estimates Sent

The latest estimates issued by Amelia Chen.

EST-2062 · Emily Clarke

6.6 kW solar + 10 kWh battery · $24,860

5 Aug 2026, 4:14 pm

Sent

EST-2061 · Nathan Brooks

10 kW solar + 13.5 kWh battery · $31,280

5 Aug 2026, 2:30 pm

Sent

EST-2058 · Olivia Chen

6.6 kW solar system · $18,950

4 Aug 2026, 11:20 am

Sent

EST-2056 · Priya Shah

13.2 kW solar + 10 kWh battery · $28,640

3 Aug 2026, 9:05 am

Sent

Rep Overview for Amelia Chen

Demo

A personal view of assigned leads, follow-up tasks, closed deals in delivery, and payments currently due.

Pipeline Calendar

Rep overview foundation

This mockup establishes the future data relationships for Amelia Chen. Values are not persisted; they will be calculated from assigned leads, estimates, tasks, deals, jobs, and payment states when those sources are connected.

Open pipeline

Open Sales

$142.4K

9 awaiting outcome

Estimates sent by this rep that are still awaiting a won or lost outcome.

Follow-up due

Open Customers

7

3 overdue

Customers with dedicated follow-up tasks assigned to Amelia Chen.

Awaiting operations

Open Jobs

6

6 in delivery

Closed deals in the operational pipeline that are not installed and now await work from others.

Outstanding balances

Open Finance

$48.2K

4 due

Remaining payments currently due on jobs where a deposit has already been collected.

Qualified Lead Flow

523 leads

Total leads assigned over the last 12 months.

Estimates Sent

184 estimates

35% of assigned leads received an estimate.

184 sent

523 assigned

Work Requiring Attention

Incomplete tasks currently assigned to Amelia Chen.

Task	Customer	Due	Status
Return qualification call TASK-1184	Emily Clarke CUS-1046	Today, 10:30 am	Due today
Confirm estimate decision TASK-1181	Nathan Brooks CUS-1035	Overdue by 35 min	Overdue
Review revised roof photos TASK-1187	Olivia Chen CUS-1034	Today, 2:00 pm	Due today
Schedule follow-up call TASK-1192	Priya Shah CUS-1038	Tomorrow, 9:00 am	Upcoming