Daily Money View
What to do today, what is moving, and what has actually been earned. Potential value is always labeled — only confirmed payments count as revenue, and Profit Center OS remains the financial scoreboard.
Internal decision layer across all RR profit centers. Two separate scores per opportunity: Opportunity Value (worth pursuing overall) and Action Now (deserves action today). Decision-support only — nothing is automated and no revenue records are altered.
Worthwhile opportunities that should not be worked today. They keep their Opportunity Value Score.
Empty right now.
A dependency is blocking action. It returns to ranking only when the blockage can be resolved.
Empty right now.
Paid or closed. Confirmed revenue only — potential value is never shown as revenue.
Empty right now.
Generated from your Money Queue — highest first. New outreach only after active opportunities are handled.
No money actions right now
Add an opportunity to the Money Queue below and the Top 5 will build from it automatically.
Nothing is sent automatically — every follow-up is a manual action. Recently contacted prospects wait out their response window first.
No follow-ups due
Every scheduled follow-up is done. Add follow-up dates on Money Queue records to see them here.
Payment Pending first, then offers sent, interested, replied, follow-ups due, qualified.
Nothing in the money pipeline yet
Opportunities in Payment Pending, Offer Sent, Interested, Replied, or Qualified stages will rank here.
The full pipeline across all five RR lanes. Test and demo records are always excluded from the numbers.
Nothing in this view of the Money Queue
Add an opportunity, or change the lane/stage filters.