Open Deals
10
Active opportunities in the qualified pipeline.
01 — What landed
What landed in 25 days.
This is not a vanity rollup. These are live-account indicators showing UFG now has a repeatable CRM motion: prioritized leads, daily activities, connected call history, email tracking, decks, and staged opportunities.
Decks Published
11
10 accounts have deployed UFG deck URLs; pipeline stage count is separate.
Completed Activities
2,296
92 / day during the current 25-day sprint.
Pipedrive Sent Threads
46
17.4% linked in Pipedrive-visible sent mail.
· 01
Queue is presentation-ready.
All open activities are no longer past due. The overdue pile was not erased; it was reorganized into a forward calendar.
· 02
Bullis moved to Scope Confirmed.
Deal #337 is in the correct stage with bullis.ufgworks.com attached for review.
· 03
Education is the center of gravity.
656 active education leads give Amy a focused school-first queue.
· 04
Deck inventory is visible.
11 deployed deck URLs showcased by account, access status, and current pipeline stage.
02 — Pipeline
10 open deals, in the right stages.
The pipeline is no longer theoretical. Deck Delivered is a pipeline stage, not the total number of decks sent. Accounts can advance to Discovery Scheduled or Scope Confirmed and still count as a deck delivered.
Stage distribution
10
Open deals
Current deal stage distribution. Deck Delivered is the post-deck holding stage; Scope Confirmed is the next forward step.
Bullis Charter School
Scope Confirmed.
Deck attached.
The Bullis opportunity is in the correct deal stage. The deck link is captured on the account/deal notes so the sales trail is not buried in chat or email.
Deal ID
#337
Scope Confirmed
Qualified Leads
11
Current qualified lead motion
03 — Activity engine
A 7.8× higher daily tempo.
Compared with the historical baseline since October 2025, the current sprint is operating at a much higher daily tempo while keeping the open queue clean.
Current Sprint
92/day
2,296 completed activities in 25 days.
Historical Baseline
11.8/day
2,262 completed activities, Oct 2025 to Apr 2026.
Tempo Lift
7.8×
Normalized daily completion pace vs baseline.
Daily completed activity
25-day completion trend
Apr 21 includes a cleanup/handoff-heavy spike, so the better executive read is normalized pace across the full 25-day sprint.
Amy-led activity mix
2,296 completions, by activity type
04 — Aircall motion
Outcomes, not vanity answer rate.
1,641 talk minutes in the current sprint and 11.5× more Amy call records than the full historical baseline. Aircall's "answered" flag can include voicemail and IVR, so we report line-reached rate separately from human dispositions.
Aircall motion
1,265
Amy calls · 25 days
1,641 talk minutes. 11.5× more Amy call records than the full historical baseline.
Call outcomes
Use outcomes, not vanity answer rate.
Aircall's answered flag can include voicemail and phone trees. We report line-reached separately from meaningful human dispositions.
Line Reached
95.9%
Includes voicemail and IVR. Useful for dial health, not human answer rate.
Live / Dispositioned
42.5%
534 connected or decisioned outcomes from Amy outbound calls.
Connected / next step
Decisioned no / DNC
Voicemail / no answer
Other
Connected / next step 452
Decisioned no / DNC 82
Voicemail / no answer 648
Other 83
05 — Email follow-through
46 Pipedrive-visible sent threads, 17.4% linked.
This is the live Pipedrive mailbox view available to this API token. Amy's broader Gmail/Outlook sent volume should still be treated as a separate mailbox extract unless it is synced into Pipedrive.
Email follow-through
46
Pipedrive sent · 25 days
Pipedrive-visible sent threads are live here. Amy's full mailbox volume requires the separate mailbox extract, which is safer to reconcile through a button-driven EOD linker.
Linked Sent
8
17.4% linked rate
Since Oct
140
Pipedrive-visible sent threads from this API view
Recent outbound sample
Latest emails & CRM state
| Time | Subject | CRM state |
|---|---|---|
| May 6, 1:38 PM | Joshua Verizon | Needs review |
| May 4, 11:57 PM | You have been added to a team in Microsoft Teams | Needs review |
| May 4, 5:04 PM | Accepted: Test [In-person] | Needs review |
| May 1, 3:45 PM | You have been added to a team in Microsoft Teams | Needs review |
| May 1, 3:45 PM | You have been added to a team in Microsoft Teams | Needs review |
| Apr 30, 6:29 PM | Looking for the right contact at One World Montessori | Needs review |
| Apr 29, 6:10 PM | Hello from United Facilities Group -Amy | Needs review |
| Apr 28, 6:19 PM | Hello From United Facilities Group | Needs review |
Linked rows are tied into the CRM trail. EOD candidates should be reviewed by a button-click workflow, not a runaway background script.
06 — Operating layer
The CRM is the operating layer.
These are the day-to-day capabilities UFG can demonstrate from the actual account today — not a roadmap, not a pitch.
· 01
Lead queue discipline
Education-first lead prioritization, owner assignment, activity due dates, and no visible past-due pile.
· 02
Click-to-call workflow
Pipedrive remains the launch point while Aircall captures call outcomes, recordings, tags, and notes.
· 03
Deck / account tracking
Deck URLs such as Bullis are attached to the account history so leadership can see what was sent and where the deal stands.
· 04
EOD-safe email linking
The recommended path is a human-triggered end-of-day linker, preserving journey visibility without risking runaway API duplication.