Tech Build Solutions demo
Stale Quote Recovery Dashboard
A 3-minute proof demo for the Quote Follow-Up Recovery Sprint: every open quote has an owner, stale flag, next action, reminder concept, and follow-up draft.
Find the leaks.Build the systems. Keep more revenue.
Owner dashboard totals
Open quote value
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Stale quote count
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Follow-ups due this week
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Won / lost
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Sample quote tracker
| Quote | Customer | Amount | Date sent | Status | Owner | Next follow-up | Recovery flag |
|---|
BeforeEstimates vanish into inboxes, spreadsheets, and memory.
TriggerQuote is sent; follow-up dates and owner are created.
ReminderStale or due quotes notify the right owner before they disappear.
AfterOwner sees open value, stale count, due follow-ups, and won/lost totals.