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Today

My tasks, starred16
Team tasks40

Today

Tuesday, June 16·My tasks

Next actions

Shortcuts:j k movex completee edit

Overdue, 2

Call: Follow up on the pilotQuill — Pilot
Overdue, Jun 12
Email: Send proposalCobalt — Renewal FY27
Overdue, Jun 15

Today, 5

To-do: Prepare the pricing deckBluefin — Expansion 2026
11:00 AM
Email: Email the security questionnaireLarkspur — Platform deal
12:30 PM
Call: Call Dana LeeBluefin — Expansion 2026
2:00 PM
To-do: Confirm the legal reviewLarkspur — Platform deal
4:00 PM
Meeting: Book the QBR follow-upFoxglove — Team upgrade
6:00 PM

Upcoming, 9

Email: Send the renewal quoteCobalt — Renewal FY27
Jun 17
Call: Check in after the demoTamarack — Security review
Jun 17
Email: Share the case studyLarkspur — Second region
Jun 18
Meeting: Plan the rollout workshopMeridian — Analytics add-on
Jun 19
To-do: Update the mutual action planBrightwater — Second region
Jun 22
Email: Intro to the CFOPalisade — Analytics add-on
Jun 23
To-do: Review the order formDovetail — Annual plan
Jun 24
Call: Call about the second regionGranite — Pilot
Jun 26
Email: Send the onboarding planWillow — Starter plan
Jun 30

Meetings today

10:00 AM – 10:45 AMDemo · Quill2 peopleOpen deal
3:30 PM – 4:30 PMQBR · Bluefin2 peopleOpen deal

Your numbers

Q2 2026 quota: 62%; $308K of $500K · 14 days left
Won this month: $36K
Win rate this quarter: 83%

Deals at risk

Cobalt — Renewal FY27Close date passed 14 days ago
Dovetail — Annual planClose date passed 3 days ago
Northcote — Data migrationClose date passed 1 day ago
Ironwood — Renewal 202622 days quiet