Skip to content

Acme

Today
Deals
Contacts
Forecast

Today

My tasks, starred16
Team tasks40

Today

Tuesday, June 16·Team tasks

Next actions

Shortcuts:j k movex completee edit

Overdue, 11

Call: Follow up on the pilotQuill — Pilot
Overdue, Jun 12 · MA
To-do: Share the proposalHalcyon — Annual plan
Overdue, Jun 13 · LS
To-do: Send follow-upNorthcote — Data migration
Overdue, Jun 13 · PN
Meeting: Share the proposalIndigo — Team upgrade
Overdue, Jun 14 · SO
Meeting: Call backSable — Data migration
Overdue, Jun 14 · AC
Email: Share the proposalAshgrove — Platform deal
Overdue, Jun 14 · ML
Meeting: Call backOrchard — Team upgrade
Overdue, Jun 15 · JK
Email: Send proposalCobalt — Renewal FY27
Overdue, Jun 15 · MA
Meeting: Share the proposalPalisade — Second region
Overdue, Jun 15 · LS
Call: Share the proposalPalisade — Second region
Overdue, Jun 15 · JK
Meeting: Share the proposalKestrel — Enterprise rollout
Overdue, Jun 15 · SO

Today, 8

Email: Update the close dateZephyr — Platform deal
9:16 AM · LS
To-do: Call backVerity — Enterprise rollout
10:16 AM · LS
To-do: Prepare the pricing deckBluefin — Expansion 2026
11:00 AM · MA
Email: Email the security questionnaireLarkspur — Platform deal
12:30 PM · MA
Call: Call Dana LeeBluefin — Expansion 2026
2:00 PM · MA
Email: Update the close dateBrightwater — Second region
2:16 PM · SO
To-do: Confirm the legal reviewLarkspur — Platform deal
4:00 PM · MA
Meeting: Book the QBR follow-upFoxglove — Team upgrade
6:00 PM · MA

Upcoming, 21

Email: Send the renewal quoteCobalt — Renewal FY27
Jun 17 · MA
Email: Schedule a demoKinsale — Platform deal
Jun 17 · AC
Call: Check in after the demoTamarack — Security review
Jun 17 · MA
Call: Share the proposalLarkspur — Second region
Jun 17 · ML
Email: Share the case studyLarkspur — Second region
Jun 18 · MA
Meeting: Plan the rollout workshopMeridian — Analytics add-on
Jun 19 · MA
Call: Prepare the QBRCobalt — Team upgrade
Jun 20 · JK
To-do: Prepare the QBROpaline — Starter plan
Jun 21 · OH
To-do: Update the close dateYellowtail — Support upgrade
Jun 21 · OH
To-do: Update the mutual action planBrightwater — Second region
Jun 22 · MA
Email: Intro to the CFOPalisade — Analytics add-on
Jun 23 · MA
To-do: Review the order formDovetail — Annual plan
Jun 24 · MA
Call: Update the close dateSable — Data migration
Jun 24 · JK
Email: Schedule a demoHollis — Analytics add-on
Jun 24 · ML
Call: Send follow-upSilverline — Enterprise rollout
Jun 25 · TB
Call: Prepare the QBRFoxglove — Team upgrade
Jun 25 · TB
Email: Call backRedwood — Security review
Jun 25 · AC
To-do: Call backHollis — Support upgrade
Jun 26 · OH
Call: Call about the second regionGranite — Pilot
Jun 26 · MA
Meeting: Call backDriftwood — Enterprise rollout
Jun 27 · SO
Email: Send the onboarding planWillow — Starter plan
Jun 30 · MA

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