Dashboard
Monday, May 4th, 2026
S
$35,000 pre-approvedSlate Capital
Based on your live pipeline & invoices. Access funds in minutes — no bank required.
CLIENTS
409
+409 Active
EVENTS
1
Today
JOB PIPELINE
$384,729.15
348 jobs
TOTAL REVENUE
$369,070.09
Paid
TASKS
7
Pending
CALLS
2
Today
Quick Actions
AI Quarterback⚡
Updated 2:44 PM
5 insights
"Manik Sharma and Scott Elliot" starts in less than an hour with Scott Elliot and 2 others (Tryslatehq, Cxtrack)
MEETING PREP
"BNI" starts in 2 days
MEETING PREP
"Weekly CxTrack/SBC CRM meeting" starts in 2 days with GCopestake@trenval.ca and 3 others (Trenval, Cxtrack, Smallbusinessctr)
MEETING PREP
Invoice #QB-INV-001090 for ellery demedash ($45,791.01 outstanding) is 170 days overdue
ACTION NEEDED