Sales & Performance Dashboard
Weekly Sales Activity (Kanban View)
Tasks Due & Renewal Nudges
Loading...
Prospect Pool Management
Review and manage all businesses found from Google Places searches
💡
How this works:
- • All businesses from your searches are stored here and organized by category
- • Use the ZIP Code filter to view businesses from specific areas
- • Select businesses by checking the boxes
- • Click "Add Selected to Pipeline" to move them to your Prospecting column
- • Results stay cached for 30 days - repeat searches won't use API quota
0
businesses selected
Lead Generation
Search for and discover new prospects using Google Places API
🔍 Auto-Populate Prospects
Search Google Places to automatically find and add businesses to your prospecting pipeline
API Usage This Month
0 / 28,000
Resets Dec 1
📍 Location
🏢 Business Categories (Select Multiple)
Results cached for 30 days • Repeat searches are FREE
💡 How It Works
- • Enter a zip code and select your search radius
- • Choose business categories or add custom ones
- • Results are cached for 30 days - repeat searches are FREE!
- • Found businesses go to Prospect Pool for review
- • Select and add promising prospects to your pipeline
🎯 Pro Tips
- • Search multiple categories at once for better coverage
- • Use custom categories for niche industries (e.g., "snowplowing")
- • Results are linked to your current postcard automatically
- • Check Prospect Pool tab to review and select businesses
Slots Sold (Current Card)
0/18
Revenue Progress
$0
of $9,000 goal
Current Profit/Loss
$0
Select a postcard
Total Expenses
✎ Edit
$0
Click to manage expenses
New Campaign
Start or copy a campaign
Postcard Actions
Save Changes
Saves all changes to Supabase
Front Side
Back Side
Client Database
No clients yet. Add your first client above!
💰 Financials & Tax Tracking
Total Revenue
$0.00
Total Expenses
$0.00
Net Income
$0.00
Current Balance
$0.00
| Date | Description | Category | Amount | Balance | Notes | Actions |
|---|---|---|---|---|---|---|
| Loading transactions... | ||||||
0 transactions