RF
ePackageSupply · Daily Intelligence · Refreshed 8am CST
Rachel Fleming
May 5, 2026
HubSpot →
MTD Sales
$18,000
Curr Mo Pipeline
$246,494
20 deals
90-Day Pipeline
$254,069
At-Risk Deals
5
Overdue Tasks
3
Companies
385
🚨
3 overdue tasks and 2 overdue deals need attention now.
📋 Pipeline Hygiene
Current Mo Pipeline
$246,494
20 deals
90-Day Pipeline
$254,069
May–Jul
At-Risk Deals
5
no activity 14d+
Overdue Tasks
3
past due
Companies
385
total assigned
At-Risk Accounts
15
quiet 90d+
✅ Tasks — Overdue & Today
3
✅
Finalize qty and PMS color for labels
OVERDUE
→
✅
Figure out what this guy wants — back and forth
OVERDUE
→
✅
Follow Up — custom 3 gal buckets lead
OVERDUE
→
🚨 Overdue Deals
2
🚨 OVERDUE
#D10159 - Brittney Pechie
$406
Quote/Working
last: 7d ago
→
🚨
Past close date — mark won, lost, or push the date now
🚨 OVERDUE
Kriemhild Dairy - pallet 8oz
$7,169
Qualified
last: 0d ago
→
🚨
Past close date — mark won, lost, or push the date now
💬
Still Qualified — send a quote to advance the stage
📈 Performance Metrics
MTD Closed Won
$18,000
new month · building pipeline
Activity Metrics — MTD
📞 Calls
5 in · 18 out
23 total
📧 Email
19 in · 22 out
41 total
IB Calls
5
OB Calls
18
IB Email
19
OB Email
22
📅 Closing 8–30 Days
$246,494
📅 10d
LAMF Corporation - Liners
$3,000
Quote/Working
last: 0d ago
→
📅 11d
ColorArt Printing - 1500 5G
$5,000
Qualified
last: 28d ago
→
📞
No activity in 28 days — deal may be going cold
💬
Still Qualified — send a quote to advance the stage
📅 11d
Banzo - Labeled Hummus
$2,000
Quote/Working
last: 0d ago
→
📅 11d
Home Tile Center of NY - HTL 5 gals
$4,000
Quote/Working
last: 0d ago
→
A+B=C · Acquire. Grow. Keep and Win.
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ePackageSupply · Rachel Fleming · Daily Intelligence
May 5, 2026 · Refreshed 8am CST daily