The pipeline end to end — contacts, opportunities by stage, appointments, conversations and the revenue that closed.It runs the same report engine that builds your clients’ PDFs — only the figures are different: Data shown is illustrative and does not represent an actual client. Northstar Home Services is a fictional business, reported for Aug 1 – Aug 31, 2026.
Print this page to get the PDF version — it carries the same A4 print rules the generated PDF does.
The report is laid out at A4 width — scroll it sideways to read the full page.
Data shown is illustrative and does not represent an actual client. Prepared for Northstar Home Services, a fictional business, so that the layout can be shown in public without exposing a client’s data.
Contacts
4.7K
Won Deals
6
Open Deals
7
Won Revenue
$17.7K
Pipeline Value
$63.4K
Avg Rating
4.6
open
7
$63.4K
won
6
$17.7K
lost
2
$7.3K
| Stage | Count | Value |
|---|---|---|
| New | 2 | $12.0K |
| Quoted | 3 | $20.6K |
| Negotiating | 2 | $30.8K |
| Won | 6 | $17.7K |
| Lost | 2 | $7.3K |
| # | Source | Deals | Value | Share |
|---|---|---|---|---|
| 1 | Google Ads | 5 | $21.2K | 33% |
| 2 | Organic Search | 4 | $24.4K | 27% |
| 3 | Referral | 4 | $28.8K | 27% |
| 4 | 2 | $14.0K | 13% |
| Deal | Stage | Status | Source | Value | Updated |
|---|---|---|---|---|---|
| Sewer line replacement — Oak Park | Quoted | open | Google Ads | $8.4K | Aug 4 |
| Full repipe — Evanston two-flat | Negotiating | open | Organic Search | $12.6K | Aug 6 |
| Water heater swap — Logan Square | Won | won | Google Ads | $2.8K | Aug 7 |
| Commercial drain contract — Loop | Negotiating | open | Referral | $18.2K | Aug 9 |
| Emergency burst pipe — Wicker Park | Won | won | Organic Search | $2.0K | Aug 10 |
| Bathroom rough-in — Naperville | Quoted | open | $6.8K | Aug 12 | |
| Sump pump install — Berwyn | Won | won | Google Ads | $1.5K | Aug 13 |
| Tankless conversion — Hyde Park | Lost | lost | Organic Search | $4.2K | Aug 15 |
| Annual maintenance — 6 units | Won | won | Referral | $3.6K | Aug 17 |
| Gas line relocation — Cicero | Quoted | open | Google Ads | $5.4K | Aug 19 |
| Kitchen remodel plumbing — Skokie | New | open | $7.2K | Aug 21 | |
| Backflow testing — restaurant group | Won | won | Referral | $2.2K | Aug 23 |
| Storm drain survey — Joliet | Lost | lost | Google Ads | $3.1K | Aug 25 |
| Water main repair — Aurora | Won | won | Organic Search | $5.6K | Aug 27 |
| Multi-unit inspection — Schaumburg | New | open | Referral | $4.8K | Aug 30 |
Completed
13
No-show
2
Upcoming
0
SMS
148
6 unread
96
3 unread
Phone
62
0 unread
FB
34
2 unread
WEBCHAT
28
1 unread
| Channel | Status | Unread | Last message |
|---|---|---|---|
| SMS | open | 1 | Aug 1 |
| SMS | open | 1 | Aug 8 |
| SMS | open | 1 | Aug 15 |
| SMS | open | 1 | Aug 22 |
| SMS | open | 1 | Aug 29 |
| SMS | open | 1 | Aug 5 |
| SMS | open | 0 | Aug 12 |
| SMS | open | 0 | Aug 19 |
| SMS | open | 0 | Aug 26 |
| SMS | open | 0 | Aug 2 |
| SMS | open | 0 | Aug 9 |
| SMS | open | 0 | Aug 16 |
| SMS | open | 0 | Aug 23 |
| SMS | open | 0 | Aug 30 |
| SMS | open | 0 | Aug 6 |
| Reviewer | Source | Rating | Comment | Date |
|---|---|---|---|---|
| A. Whitfield | 5★ | Came out at 2am for a burst pipe and had it dry by breakfast. Fair price, no drama. | Aug 4 | |
| M. Okafor | 5★ | Explained every option for the water heater instead of pushing the priciest one. | Aug 7 | |
| J. Petrov | 4★ | Great work, arrived toward the end of the window but called ahead. | Aug 10 | |
| S. Lindqvist | 5★ | Third time we've used them for the building. Always tidy, always on time. | Aug 13 | |
| R. Delgado | 5★ | Camera-scoped the sewer line before quoting. No surprises on the invoice. | Aug 16 | |
| T. Nakamura | 3★ | Work was solid but took two visits to get the part. | Aug 19 | |
| C. Byrne | 5★ | Saved us from a flooded basement during the storm. Cannot recommend enough. | Aug 22 | |
| P. Adeyemi | 5★ | Honest quote, finished under estimate. Rare. | Aug 25 | |
| L. Moreau | 4★ | Good communication throughout the repipe. | Aug 28 | |
| D. Kovac | 5★ | Same-day drain clear, friendly crew. | Aug 30 |
Campaigns
4
4 sent
Recipients
15,576
delivered to
Avg Open Rate
40.5%
unique / delivered
Avg Click Rate
6.1%
unique / delivered
| Campaign | Status | Sent | Recipients | Delivered | Opens | Open % | Clicks | Click % | Bounces | Unsub |
|---|---|---|---|---|---|---|---|---|---|---|
| August newsletter | sent | Aug 7 | 4,820 | 4,762 | 2,579 | 38.2% | 348 | 5.6% | 34 | 6 |
| Maintenance plan reminder | sent | Aug 14 | 1,284 | 1,269 | 988 | 55.0% | 192 | 11.5% | 9 | 2 |
| Storm response | sent | Aug 21 | 4,760 | 4,703 | 2,946 | 44.2% | 406 | 6.6% | 33 | 6 |
| Referral push | sent | Aug 28 | 4,712 | 4,655 | 2,220 | 33.7% | 278 | 4.5% | 33 | 6 |