Sales

Sales pipeline

Enquiry → demo → requirements → proposal → follow-up → revision → agreement → deposit → won/lost.

New Enquiry1

£48,000

Demo Booked1

£160,000

Demo Completed1

£62,000

Requirements / Design1

£320,000

Proposal in Preparation1

£88,000

Proposal Sent1

£142,000

Follow-up1

£96,500

Proposal Revision0

£0

—

Site Visit0

£0

—

Verbal Agreement1

£74,000

Deposit Awaiting0

£0

—

Won2

£189,200

Lost / Dormant0

£0

—

Opportunity

Whole-home automation — Cavendish

Cavendish House →

Stage

Follow-up

Estimated value

£96,500

Probability

55%

Owner

David

Last contact

12d ago

Next action due

06 Nov 2026

Next action

Follow up on proposal (overdue)

2 days overdue

AI suggested follow-up

"Hi Cavendish, following up on the proposal we sent for your Cavendish. Happy to walk through any revisions or arrange a site visit. — David, ADS Smart Home"

Open proposal