MS
ePackageSupply · Daily Intelligence · 8am CST
Mak Shake
May 4, 2026
HubSpot →
MTD Sales
$114,656
Curr Mo Pipeline
$54,198
90-Day Pipeline
$130,000
At-Risk Deals
2
Overdue Tasks
0
Companies
265
🚨
0 overdue tasks and 2 overdue deals need immediate attention.
Handle these first.
📋 Pipeline Hygiene
Current Mo Pipeline
$54,198
5 active deals
90-Day Pipeline
$130,000
May–Jul
At-Risk Deals
2
no activity 14d+
Overdue Tasks
0
past due date
Companies
265
total assigned
At-Risk Accounts
9
quiet 90d+
✅ Tasks — Overdue & Today
3 items
✅
🔥 Re-order alert — Ferguson (15 days)
HIGH
→
✅
🔥 Re-order alert — Engine Clean (15 days)
HIGH
→
✅
Follow up with Cedric Armstrong
→
🚨 Overdue Deals
2
🚨 OVERDUE
Hot Wheels Premium Car Care
$35,000
Quote/Working
Last activity: 16d ago
HS →
🚨
Past close date — mark won, lost, or push the date now
🚨 OVERDUE
Champlain Valley Creamery
$5,000
Quote/Working
Last activity: 6d ago
HS →
🚨
Past close date — mark won, lost, or push the date now
📈 Performance Metrics
MTD Closed Won
$114,656
New / Recurring
~ tracked via deal type
Activity Metrics — MTD
📞 Calls
0 total
0 total
0 out · 0 in
📧 Emails
1 total
1 total
0 out · 1 in
IB Calls
0
OB Calls
0
IB Email
1
OB Email
0
📅 Closing 8–30 Days
$12,500
📅 11d
Kolter Homes - 5 Gallon HTL
$4,000
Quote/Working
Last activity: 3d ago
HS →
27d
Garden Quest - Custom 5G's
$3,500
Quote/Working
Last activity: 45d ago
HS →
📞
No activity in 45 days — deal may be going cold
27d
Desert Creek Honey
$5,000
Quote/Working
Last activity: 0d ago
HS →
A+B=C · Acquire. Grow. Keep and Win.
15-min lead response SLA · Semper Fi · YNWA
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ePackageSupply · Mak Shake · Daily Intelligence Dashboard
May 4, 2026 · Refreshed 8am CST daily