Dashboard/Tasks

Overview

Tasks

Organize and prioritize sales tasks — never miss a follow-up

Total

10

In Progress

2

Pending

5

Overdue

2

Done Today

5

Filter:

To Do

5

Schedule renewal QBR with DataStream

High
Tomorrow

Prepare ROI workshop materials

Medium
Jul 4

Update forecast for Q3 commit

Medium
Jul 5

Demo prep — Pulse Health Systems

Medium
Jul 3

Send BrightWave pricing options

Low
Jul 6
1 high priority

In Progress

2

Send revised MSA to Acme legal

High
Today · 5:00 PM

Follow up on Vertex SOW approval

High
Today · 3:00 PM
2 high priority

Done

3

Send BrightWave demo recap

Medium
Yesterday

Confirm Vertex demo time

High
2d ago

Update CRM with Pulse notes

Low
3d ago
1 high priority

Task Completion Trend

+18% WoW

Completed vs created · last 8 weeks

Completed
Created

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