Agent Portal

Saturday, November 7, 2026

Pipeline Value

$284,500

+12.4%vs. last month

Active Leads

47

+8this week

Close Rate

34.2%

+2.1%trailing 30 days

Territory Score

91

+5 ptsmarket penetration

Pipeline

6 active deals

$272,450 total
ContactStage

Marcus Webb

Webb Logistics

Negotiation

Sandra Okafor

Okafor & Assoc.

Proposal

Derek Haines

Haines Realty

Qualified

Priya Nair

Nair Consulting

Prospect

Tom Castellano

Castellano Group

Negotiation

Lisa Fontaine

Fontaine Media

Proposal

Local Leads

5 leads shown

AT

Angela Torres

New
North Dallas (214) 555-0182
2h agoPortal Form
BK

Brian Kowalski

Contacted
Fort Worth (817) 555-0294
5h agoReferral
CR

Carmen Reyes

Warm
Plano (972) 555-0371
1d agoPortal Form
DN

David Nguyen

Cold
Irving (469) 555-0448
3d agoImport
EM

Elena Marsh

New
Garland (214) 555-0519
4h agoPortal Form

Activity Feed

Real-time updates

Deal Closed

Tom Castellano — $88,000

12m ago

New Lead

Elena Marsh — Garland

4h ago

Call Logged

Marcus Webb — 22 min

5h ago

Proposal Sent

Sandra Okafor — Okafor & Assoc.

7h ago

Follow-Up Due

Derek Haines — 12 days idle

8h ago

Note Added

Priya Nair — budget confirmed

1d ago

New Lead

Angela Torres — North Dallas

1d ago

Call Logged

Lisa Fontaine — 14 min

2d ago

Email Opened

Brian Kowalski — 3x views

2d ago

Meeting Scheduled

Carmen Reyes — Thu 2pm

3d ago