Dashboard
12 due today · 8 overdue · 3 stalled.
Recovered bookings
47
+12%This month
Recovered revenue
$13,422.00
+18%This month
Due today
12
+3Overdue
8
-2Stalled
3
+1Recovered bookings and revenue over time (USD).
Overdue and stalled opportunities, ranked by urgency.
Work through the calls, messages, and decisions that need attention now.
3 actions
Annual heat-pump service
Overdue since Aug 25, 2026
What's next
Call customer
The service visit is approaching and the previous email has not received a reply.
Hi Sarah, this is Rebook. Your annual heat-pump service is coming up. Would you like to arrange a suitable time?
Condenser maintenance quote
Due today
What's next
Send an email
The quote was sent five days ago and a decision has not been recorded.
Hi Jordan, I am checking whether you had any questions about the condenser maintenance quote we sent last week.
Rooftop unit service
Due today
What's next
Decide what happens next
The follow-up limit was reached without a customer response.
Review the contact history and decide whether to try again, defer, or close manually.
Booking targets and planned follow-ups over the next 30 days.
Open opportunities that need a human decision before the path can continue.
Bookings with recorded follow-up attribution.
