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Sales Dashboard

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Opportunities

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Instructions

This table holds all of your opportunities. Change their status to Won to automatically create tasks and log your booked revenue
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Month
Name
Type
Amount
Status
Client
Proposal
Contract
Sales Notes
Send Invoice On
Invoice Sent
Paid
Last Contacted
Next Contact
01 - January
0
02 - February
0
03 - March
0
04 - April
0
05 - May
0
06 - June
0
07 - July
0
08 - August
0
09 - September
0
10 - October
0
11 - November
0
12 - December
0

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