Founder Dashboard

Where we stand — pipeline, cash, and traffic at a glance.

Open Pipeline
$52,500,000
5 open deals
Weighted Forecast
$37,580,000
probability-adjusted
Won (all time)
$9,800,000
1 won · 1 lost
Costs this month
$0
$70,750 all time

Pipeline by stage

Call this Week20% likely
$5,200,0001 deal
Follow Up Call40% likely
$3,100,0001 deal
Meeting Scheduled60% likely
$7,400,0001 deal
Proposal Sent80% likely
$22,600,0001 deal
Contract Sent90% likely
$14,200,0001 deal

Closing soon

DealStageAmountClose
Cedar Peak Medical Office — Phase 2 Contract Sent $14,200,000 Aug 15
Bellhaven Mixed-Use Podium Proposal Sent $22,600,000 Sep 30
Summit Ridge K-8 Addition Meeting Scheduled $7,400,000 Oct 15
Ironwood Distribution Center TI Follow Up Call $3,100,000 Nov 1
Foothills Rec Center Renovation Call this Week $5,200,000 Dec 10

Open pipeline by owner

OwnerDealsValue
Marcus Reyes3$35,200,000
Dana Whitfield2$17,300,000

Email engagement

28
Opens
11
Clicks
3
Contacts
ContactOpensClicks
Julia Moreno · Cedar Peak Medical Partners 14 6
Brian Walsh · Bellhaven Development 9 3
Kwame Osei · Douglas County SD 5 2

QuickBooks — P&L

$14,381,000
Income YTD
$12,874,000
Expense YTD
$1,507,000
Net YTD
$1,120,000
Income MTD
$963,000
Expense MTD
$157,000
Net MTD

Coming online

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Site traffic & sources
Syncing soon
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Product events & funnels
Syncing soon

HubSpot last synced: 7/8/2025, 12:00:00 AM