Demonstration with invented data. Every company, person, and figure is fictional.
Stage board
Red cards have a next action date before today
Pipeline table
Internal: includes contact and case price
| Account | Product | Stage | Sub-status | Status date | Owner | Contact | Case price | Next action | Next action date |
|---|
Won accounts
Tracked from first order to sell-through
Client view · what the brand owner sees. Contacts and pricing are removed.
| Account | Product | Stage | Where it stands | As of | Next step | Target date |
|---|
Tosales-team@example.com
Subject
How this is built
- Every pipeline row whose next action date is before today is pulled in, oldest first.
- Grouped by owner so each person sees their own list.
- Plain text, so it pastes cleanly into any mail client.