Pipeline Dashboard
Track and manage your advisor network prospects
Pipeline Stages
40 total12Identified
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: 17%
Today's Tasks
5 pending · 3 due today
2 high priority2
Due Today
Andrew J. ShermanHigh
Review profile and prepare personalized outreach
Today
Today
S. Tien WongHigh
Send follow-up email - opened initial invite 4 days ago
Today
Today
Andrew J. ShermanMedium
Send initial outreach using Referral template
Today
Today
Upcoming
George MentisMedium
Prepare discovery call agenda for March 12
Mar 11
Mar 11
Ronald LewisMedium
Schedule onboarding call - profile claimed
Tomorrow
Tomorrow
1 profiles1 follow-ups0 calls
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
This Week
8
Emails Sent
75%
Open Rate
3
Replies
2
Calls Booked
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