Your central hub for tracking every prospect, pitch, and follow-up — so nothing falls through the cracks.
💡 How to use this dashboard: Add a new entry for every prospect you reach out to. Update the status as you move through your pitch process. Use the views below to stay on top of follow-ups and pipeline.
| Metric | Check your Board view |
|---|---|
| 🟣 Total Prospects | Filter by All |
| 🟡 Awaiting Follow-Up | Filter by "Follow Up" status |
| 🟢 Active Conversations | Filter by "In Talks" status |
| 🔵 Converted to Client | Filter by "Won" status |
| Type | When to use |
|---|---|
| ❄️ Cold | No prior connection |
| ☀️ Warm | They know you / engaged with content |
| 🤝 In-Person | Met at event, networking |
| 💬 Referral | Introduced by someone |