Pipeline Dashboard
Track and manage your advisor network prospects
Pipeline Stages
40 total prospects12Identified
30.0% of pipeline
8Email Sent
20.0% of pipeline
6Opened
15.0% of pipeline
4Replied
10.0% of pipeline
3Call Scheduled
7.5% of pipeline
5Profile Claimed
12.5% of pipeline
2Member
5.0% of pipeline
Sent → Opened: 75%Opened → Replied: 67%Overall Conversion: 17%
Today's Tasks
5 pending · 3 due today
2 high priority
Due Today
Andrew J. ShermanHigh
Review profile and prepare personalized outreach
Today
S. Tien WongHigh
Send follow-up email - opened initial invite 4 days ago
Today
Andrew J. ShermanMedium
Send initial outreach using Referral template
Today
Upcoming
George MentisMedium
Prepare discovery call agenda for March 12
Mar 11
Ronald LewisMedium
Schedule onboarding call - profile claimed
Tomorrow
1 profiles to review1 follow-ups due0 calls/meetings
Follow-Up Reminders
2 prospects need attention
S. Tien Wong4 days ago
Send follow-up email - they opened but haven't replied
Last: email on Mar 1, 2026
Andrew J. ShermanUrgent
Send initial outreach - identified yesterday
Last: note on Mar 4, 2026
Recent Activity
Discovery call scheduled with George Mentis
2 hours ago
Ron Everett claimed their profile
1 day ago
Ronald Lewis claimed their profile
2 days ago
Invitation sent to Tien Wong
4 days ago
Andrew Sherman added to pipeline
5 days ago
This Week
8
Emails Sent
75%
Open Rate
3
Replies
2
Calls Booked