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Wednesday, 16 September 2026

Good morning, Peter.

Here is what needs attention across the business today.

Interactive demo

All names, contact details and financial records on this page are fictional sample data. Changes last until the page is refreshed.

Revenue booked this month£48,620£9,840 above last month
Estimated admin cost saved£1,46094 hours automated
Quote to booking37.8%Up 8.6 points in 30 days
Open pipeline£32,94022 active opportunities

Priority actions

Ordered by urgency and booking value

Lead sources

Enquiries received this month

184leads
  • Compare My Move38%
  • Getamover24%
  • Pinlocal16%
  • Sirelo12%
  • Other10%

Upcoming moves

Next three confirmed jobs

Pipeline health

Value by sales stage

New leads£12.6k
Contacted£9.1k
Quote sent£11.2k
Survey booked£6.2k

Sales workspace

Lead pipeline

12 active sample leads across all sources.

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CustomerSourceStatusMove dateRouteQuoteOwner

Sales automation

Follow-up queue

Review what is due, preview the template and send each message.

Operations diary

Calendar

Confirmed moves, surveys, callbacks and invoice due dates.

MoveSurveyReminder
MonTueWedThuFriSatSun

Fleet and crew

Job scheduling

Allocate vehicles and crews, then check available capacity.

Vehicles available4 of 6
Crew available9 of 14
Scheduled revenue£7,460
Unallocated jobs3

Unallocated

Drag or assign

Vehicle schedule

Thursday, 17 September

Finance

Invoices and payments

Track deposits, outstanding balances and overdue amounts.

Paid this month£31,840
Outstanding£12,460
Overdue£2,180
Deposits held£6,920
InvoiceCustomerIssue dateDue dateTotalBalanceStatus

Management reporting

Performance

Revenue, source quality and team conversion for September.

Total revenue£48,620+25.4% month on month
Revenue saved£10,780Attributed to automated follow-up
Average job value£1,351+£96 month on month
Cost per booking£42Down £11 month on month

Revenue trend

Last 12 weeks

Conversion by source

Booked leads divided by total leads

Website61%
Compare My Move44%
Getamover38%
Pinlocal32%
Sirelo27%

Team performance

September activity

Team memberLeadsBookedConversionRevenue
FAFawad Ali481939.6%£24,680
KMKhunsha Malik421740.5%£21,460
WRWasiq Rahman391333.3%£17,220

Communications

Email templates

Reusable, plain-text messages for each stage of the move.

Editing template

Quote confirmation

Insert field:

Configuration

Workspace settings

Demo controls for sources, automation and account preferences.

Lead providers

Choose which provider inboxes are active.

Automation

Set default actions for incoming leads.

Company profile