Dashboard
Welcome back, Simone
Active partners
7
Open deals
12
Settled this month
3
Commission this month
$4,250
Open tasks (due today or earlier)
0 items
- No tasks due
Recent activity
Last 5 across both workspaces
- No recent activity
Partners
Dealerships sending finance leads
| Company | Industry | Status | Location | Source |
|---|---|---|---|---|
| No partners yet | ||||
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Industry
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Website
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Notes
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Partner pipeline
Drag cards between columns (mockup — not interactive)
Cold
1Pacific Jet Ski
jetski · drive-by
Visited
1Goldcoast Trucks
trucks · referral
Engaged
2Sunshine Marine
boats · LinkedIn
Northside Caravans
caravans
Active
3Brisbane Boats
boats · 4 deals lodged
Coastline Yellow Goods
machinery · 2 deals
Aussie Truck World
trucks · 6 deals
Dormant
1Riverside Boat Sales
last contact 60d
My tasks
| Task | Linked to | Due | ||
|---|---|---|---|---|
| Call back Mick re: referral terms | Brisbane Boats | Today | ||
| Send pitch deck to Sunshine Marine | Sunshine Marine | Yesterday | ||
| Drop into Goldcoast Trucks | Goldcoast Trucks Pty Ltd | Today | ||
| Follow up with Pacific Jet Ski | Pacific Jet Ski | Tomorrow | ||
| Quarterly check-in — Aussie Truck World | Aussie Truck World | Fri |
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