Executive Dashboard

Real-time business development performance and portfolio growth.

Export report

New Leads

4

Last 14 days

Qualified Leads

2

In discovery or qualified

Open Deals

9

3 pipelines

Pipeline Value

$1.63M

Annual contract value

Weighted Pipeline

$844K

Probability adjusted

Expected Annual Revenue

$1.02M

Weighted + won

Deals Won

1

$178K

Deals Lost

1

Top reason: Price

Conversion Rate

50.0%

New Clients

3

Active relationships

Properties Won

1

Added to portfolio

Units Won

140

Residential + commercial

Square Footage Won

160K SF

Managed area added

Management Revenue Added

$178K

Annualized

Average Deal Value

$181K

Open pipeline

Referrals Received

3

4 active partners

Requests Received

6

1 unassigned

Proposals Outstanding

3

Awaiting client decision

Closing in 30 Days

3

$430K

Past-Due Close Dates

0

Expected close has passed

Sales Pipeline by Stage

Open pipeline
Proposal Sent · 1 · $420KDiscovery · 1 · $296KNew Opportunity · 1 · $210KNegotiation · 1 · $185KProposal Preparation · 1 · $132KFollow-Up · 1 · $115KAgreement Sent · 1 · $113KPricing · 1 · $85KQualified · 1 · $72K

Deals Closing Soon

Open kanban
Deal / ClientPropertyValueProbabilityCloseNext action
Lakeshore Mixed Commons

Lincoln Asset Group

Lakeshore Mixed Commons

Mixed Use		$113,000
85%

Aug 28

4d

Signature chase — 2026-08-25
Harborview Towers — Portfolio Expansion

Lincoln Asset Group

Oakwood Heights

Multi-Residential		$185,000
90%

Sep 2

9d

Redline review call — 2026-08-25
Riverside Condominiums Renewal

Eastside Condo Corp 1142

Riverside Condominiums

Condominium		$132,000
70%

Sep 21

28d

Board presentation — 2026-09-05
Mercier Retail Row Renewal

Meridian Family Office

Mercier Retail Row

Retail		$115,000
45%

Sep 28

35d

Relationship recovery meeting
Tech-Hub Campus Management

Innovate RE

Tech-Hub Campus

Office		$420,000
65%

Oct 1

38d

Proposal follow-up — 2026-08-26
Southwest Logistics Centre

Global Warehousing

Southwest Logistics Centre

Industrial		$85,000
40%

Oct 15

52d

Send per-SF scenario comparison
Whitfield Medical — 3 Clinics

Harper & Voss

Portfolio$72,000
35%

Oct 27

64d

Compliance scoping call

New Leads Requiring Attention

All leads
LeadProperty opportunitySourceStatusEst. ACVFollow-up
Grace Okonjo

Northgate REIT

555 Burrard Street, Vancouver BC

Office · 0 units · 268,000 SF

Referral PartnerDiscovery$296,000Aug 24, 2026
Hugo Brandt

Brandt Retail Holdings

220 Dundas Street, London ON

Retail · 14 units · 52,000 SF

Website FormNew$46,000Aug 24, 2026
Iris Kowalczyk

Meadowlark Developments

77 Stephen Avenue, Calgary AB

Mixed Use · 210 units · 245,000 SF

EventAttempting Contact$210,000Aug 26, 2026
Aaron Whitfield

Whitfield Medical Properties

45 Spring Garden Road, Halifax NS

Medical · 0 units · 64,000 SF

LinkedInContacted$72,000Aug 27, 2026

Portfolio Growth (won business)

Properties added
1
Units added
140
Square footage added
160,000 SF
Annual management revenue added
$178,000
Active managed properties
4
Managed units under contract
634

Sphere AI

“3 deals need attention — the largest is Tech-Hub Campus Management.2 tasks are overdue. I recommend clearing the proposal follow-ups first.”

Ask about your pipeline

My Tasks

All tasks

Overdue (2)

  • Review Harborview redline from counsel

    Harborview Towers — Portfolio Expansion · due Aug 22, 2026

  • Send per-SF pricing scenarios to Global Warehousing

    Southwest Logistics Centre · due Aug 23, 2026

Today (2)

  • Follow up on Tech-Hub Campus proposal

    Tech-Hub Campus Management · due Aug 24, 2026

  • Call Hugo Brandt on new website inquiry

    Hugo Brandt — Brandt Retail Holdings · due Aug 24, 2026

Upcoming (4)

  • Prepare board presentation for Riverside renewal

    Riverside Condominiums Renewal · due Aug 27, 2026

  • Assign vendor contracts — Plateau onboarding

    Plateau Seniors Residence — Property Onboarding · due Aug 26, 2026

  • Thank Tomas Lindqvist for Northgate referral

    Northgate REIT — Burrard Exchange · due Aug 25, 2026

  • Q3 forecast submission

    Leadership reporting · due Aug 29, 2026

Lead Sources

Existing Client2 leads · 1 won
Referral Partner1 leads · 0 won
Website Form1 leads · 0 won
Event1 leads · 0 won
LinkedIn1 leads · 0 won

Recent Activity

Timeline
  1. Call2h ago

    Call with Marcus Delaney

    Discussed 50k SF office expansion and phased management transition.

    Deal: Tech-Hub Campus Management

    DODaniel Okafor
  2. Proposal5h ago

    Proposal created

    Management proposal generated and sent to Eastside Condominium Corp.

    Deal: Riverside Condominiums Renewal

    DODaniel Okafor
  3. Noteyesterday

    New referral received

    Referral logged from Nadia Harper at Harper & Voss.

    Referral: Eastside Condo Corp 1142

    SJSarah Jenkins
  4. Meeting2 days ago

    Discovery meeting — Northgate REIT

    Reviewed capital plan gaps with Grace Okonjo and CFO.

    Deal: Burrard Exchange Transition

    MRMarcus Reed
  5. Site Visit3 days ago

    Site walk — Oakwood Heights

    Assessed HVAC condition and unit turnover backlog.

    Lead: Robert Sterling — Lincoln Asset Group

    SJSarah Jenkins
  6. Email4 days ago

    Agreement sent

    Management agreement issued for Lakeshore Mixed Commons.

    Deal: Lakeshore Mixed Commons

    SJSarah Jenkins
  7. Follow-Up5 days ago

    Stalled deal flagged

    No client response for 22 days on Mercier Retail Row renewal.

    Deal: Mercier Retail Row Renewal

    PRPriya Raman