Monday, September 08, 2026
Good morning, Alex.
Here's what's moving across Payloader today.
Active leads
124
↑ 8.4% vslast month
New this week
18
↑ 12.5% vslast week
Follow-ups due
07
↓ 3 overduethis morning
Active projects
08
↑ 2 launchingthis month
Sales pipeline
24 opportunities · $214,500 total value
New4
Vertex ArchitectureMaya Chen
$18,500
Contacted7
Vertex ArchitectureMaya Chen
$18,500
Riverside DentalJordan Lee
$12,000
Meeting5
Vertex ArchitectureMaya Chen
$18,500
Riverside DentalJordan Lee
$12,000
Proposal3
Vertex ArchitectureMaya Chen
$18,500
Riverside DentalJordan Lee
$12,000
Qualified5
Vertex ArchitectureMaya Chen
$18,500
Riverside DentalJordan Lee
$12,000
Project health
5 projects need your attention
CH
On TrackClover Health Group
Clover Health
72%
RD
Waiting on ClientRiverside Dental Redesign
Riverside Dental
54%
NW
At RiskNorthstar Wealth Portal
Northstar Finance
26%
AC
BlockedAtlas Coffee Commerce
Atlas Coffee Co.
88%
AP
On TrackAster Properties
Aster Properties
96%
Recent activity
The latest changes from your team
Alex Morgan moved Vertex Architecture to Qualified
18 min ago
Mia Davis added a client note to Riverside Dental
42 min ago
Jordan Kim completed “Mobile QA pass”
1 hr ago
Trever Smith flagged Atlas Coffee Commerce as blocked
2 hrs ago
My tasks
3 due today · 1 overdue
Finalize hero animation QAClover Health Group
TodaySend sitemap for approvalRiverside Dental Redesign
TodayUpdate staging credentialsAtlas Coffee Commerce
OverduePrepare launch handoffAster Properties
TomorrowUpcoming deadlines
Keep the important dates in sight
08SEP
Follow-up · Vertex ArchitectureAlex Morgan · 10:30 AM
Follow-up09SEP
Client review · Riverside DentalMia Davis · 2:00 PM
Meeting14SEP
Launch · Aster PropertiesProject milestone
Launch18OCT
Launch · Clover Health GroupTarget launch date
MilestoneTeam pulse
Activity across your workspace
AM
Alex Morgan8 tasks · 2 leads · online now
ActiveJD
Jordan Kim6 tasks · 1 blocker · active 4m ago
FocusedTS
Trever Smith4 tasks · 3 leads · active 18m ago
In review