Welcome back, John
Here's what's happening today
Today's Dealer Visits
10:00
AM
Premium Windows Co.
Alice Johnson
123 Main St, Springfield, IL
Platinum Premier
1:30
PM
Coastal Window Treatments
Carol White
789 Pine Ln, Oceanview, FL
Diamond
Business Insights Summary
Q1 Sales Target
$425K / $500K
At-Risk Dealers
3
Require immediate attention
High Priority AI Insights
Coastal Window Treatments: Immediate Attention
Sales declined 6.2%, 85% of target. Urgent visit recommended.
Modern Home Solutions: Critical Intervention
Declining sales (-8.3%), poor engagement. Intervention needed.
Premium Windows Co.: Expansion Opportunity
Exceeding targets (125%), strong growth. Ready for expansion.
Support
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Tasks
Follow up with John Doe
Due Aug 12 (1 days overdue)
high
Order materials for Johnson project
Due Aug 11 (2 days overdue)
high
12
My Open Tasks
8
Team Members