FC Worklist

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Pipeline & ICP Scoring

Every possible client who hasn't paid yet. Score auto-calculated so you see who's worth chasing. 🔴 Hot ≥70 · 🟡 Warm 40–69 · ⚪ Cold.

Show Paid/Out Sort:

Possible client	Owner	Stage	Package	Deal $	Emails read	Interest	Can pay	Last message	ICP score

Fill this at the end of every working day. Just the numbers + a quick note on each real conversation.

Date

Rep

Role

Revenue generated ($)

Activity

Dials / Contacted

Answers

Conversations

Messages sent

Responses

Sets (calls booked)

Closed sets

Self-check (1–10)

Energy

Calls

Effort

Efficiency

Satisfaction

How did your day go?

Submitted reports

Date	Rep	Contacted	Calls	Convos	Sets	Closed	Rev $

Live rollup from the call sheet + what closers submit day by day.

Pipeline by value

Possible client	Owner	Stage	Upcoming call	Deal $	Score	Last msg

Most recently contactednewest first · who & when

Client	Owner	Stage	Last contact	Score

Daily activityfrom closers' end-of-day reports

Rep	Day	Contacted	Calls	Sets	Rev